| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Whalen Whalen Wealth Management Inc. | 4,495 | $232,752.62 | $228,817.97 | -$3,934.65 | -1.69% |
| MAL Mason & Associates LLC Mason & Associates LLC | 127,423 | $4.89M | $6.54M | $1.65M | 33.69% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 22,790 | $859,946.33 | $1.16M | $302,913.42 | 35.22% |
Nathan C. Goodman Family Investment Center Inc. | 17,243 | $571,802.86 | $884,910.76 | $313,107.9 | 54.76% |
Kevin Batstone BayBridge Capital Group LLC | 86,991 | $3.5M | $4.46M | $964,098.18 | 27.54% |
Ryan Charles Stout Theory Financial LLC | 50,696 | $2.39M | $2.6M | $209,711.74 | 8.76% |
Bradley W. Clark Paladin Advisory Group LLC | 3,471 | $118,465.23 | $176,500.35 | $58,035.12 | 48.99% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 506 | $23,685.86 | $25,656.73 | $1,970.87 | 8.32% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,081 | $237,841.61 | $260,756.92 | $22,915.31 | 9.63% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 9,724 | $402,713.15 | $493,736.1 | $91,022.95 | 22.6% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14,326 | $525,319.05 | $737,215.96 | $211,896.91 | 40.34% |
Brandon Collier Collier Financial | 98,781 | $4.31M | $5.04M | $729,099 | 16.92% |
William Reid Culp III TAGStone Capital Inc. | 36,680 | $1.49M | $1.87M | $381,715.54 | 25.63% |
Scott Ungar BlackDiamond Wealth Management LLC | 12,626 | $528,966.24 | $642,852.79 | $113,886.55 | 21.53% |
Dominic Corabi Wedmont Private Capital | 21,375 | $873,556.68 | $1.09M | $221,057.07 | 25.31% |
Bill Ryan Manhattan West Asset Management LLC | 8,668 | $288,977.61 | $442,501.4 | $153,523.79 | 53.13% |
Candace Cavalier Congress Wealth Management LLC / DE / | 139,418 | $4.96M | $7.14M | $2.18M | 44.09% |
Matt Shibata Morling Financial Advisors LLC | 14,768 | $611,964.32 | $758,336.8 | $146,372.48 | 23.92% |
cullen roche Orcam Financial Group | 13,843 | $554,740.82 | $710,699.62 | $155,958.8 | 28.11% |
Nicholas Shaheen FSA Advisors Inc. | 10,399 | $490,212.51 | $528,633.16 | $38,420.65 | 7.84% |