| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 829 | $68,392.5 | $75,215.17 | $6,822.67 | 9.98% |
Nancy Williamson Helen Stephens Group LLC | 3,531 | $191,695.01 | $320,367.63 | $128,672.62 | 67.12% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 55,776 | $3.06M | $5.22M | $2.17M | 70.8% |
| CB Charles Brewster Brewster Financial Planning LLC | 3,764 | $220,005.8 | $341,507.72 | $121,501.92 | 55.23% |
Bradley W. Clark Paladin Advisory Group LLC | 486 | $33,252.38 | $44,094.78 | $10,842.4 | 32.61% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 289 | $23,307.85 | $26,220.97 | $2,913.12 | 12.5% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 31,501 | $2.5M | $2.97M | $471,964.79 | 18.89% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,375 | $542,052.02 | $759,863.75 | $217,811.73 | 40.18% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 4,800 | $435,792 | $447,216 | $11,424 | 2.62% |
Bill Ryan Manhattan West Asset Management LLC | 4,645 | $297,976.75 | $435,886.8 | $137,910.05 | 46.28% |
Matt Shibata Morling Financial Advisors LLC | 15,017 | $877,743.65 | $1.41M | $528,898.74 | 60.26% |
Nicholas Shaheen FSA Advisors Inc. | 2,680 | $225,647.75 | $251,384 | $25,736.25 | 11.41% |
Andrew Miller OLIO Financial Planning | 10,142 | $592,174.94 | $920,183.66 | $328,008.72 | 55.39% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 30 | $2,142.9 | $2,721.9 | $579 | 27.02% |
| JE John Ervin Ervin Investment Management LLC | 168,556 | $13.01M | $15.29M | $2.29M | 17.58% |
Arlie W. Green Fortress Wealth Management Inc. | 3,592 | $230,426.8 | $325,902.16 | $95,475.36 | 41.43% |
Michelle Wells Darrow Company Inc. | 10,278 | $640,441.58 | $932,522.94 | $292,081.36 | 45.61% |
Kimberly Foster Laraway Financial Advisors Inc. | 7,198 | $536,528.93 | $653,074.54 | $116,545.61 | 21.72% |
Timothy Carne SFG Wealth Management LLC | 83,314 | $4.63M | $7.56M | $2.93M | 63.15% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,841 | $339,160.46 | $439,223.93 | $100,063.47 | 29.5% |