| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RE Rod Ehrlich Wayfinding Financial LLC | 8,972 | $260,098.28 | $196,711.1 | -$63,387.18 | -24.37% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 157,888 | $3.24M | $3.46M | $227,597.53 | 7.03% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 17,558 | $344,300.41 | $385,317.33 | $41,016.92 | 11.91% |
Ashish Sharma DGS Capital Management LLC | 15,240 | $441,807.6 | $334,447.9 | -$107,359.7 | -24.3% |
| NK Nancy Kay Cross Staff Investments Inc. | 12,285 | $214,271.3 | $269,599.24 | $55,327.94 | 25.82% |
Matthew Liebman Amplius Wealth Advisors LLC | 13,416 | $312,336.98 | $294,419.49 | -$17,917.49 | -5.74% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 167,370 | $3.98M | $3.67M | -$305,843.62 | -7.69% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 40,482 | $1.02M | $888,393.68 | -$130,745.55 | -12.83% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 70,448 | $1.47M | $1.55M | $81,162.64 | 5.54% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 19,637 | $365,898.2 | $430,941.82 | $65,043.62 | 17.78% |
Michael Capobianco MWA Asset Management | 12,940 | $235,215.61 | $283,973.48 | $48,757.87 | 20.73% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 13,600 | $329,711.98 | $298,457.44 | -$31,254.54 | -9.48% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 67,675 | $1.21M | $1.49M | $274,178 | 22.64% |
| HC Harry Cowley Stonegate Investment Group LLC | 52,707 | $1.02M | $1.16M | $132,048.92 | 12.89% |
| DC Dominic Corabi Wedmont Private Capital | 121,250 | $3.24M | $2.66M | -$579,012.68 | -17.87% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 6,991 | $202,669.09 | $153,347.58 | -$49,321.51 | -24.34% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 17,652 | $333,095.46 | $387,196.62 | $54,101.16 | 16.24% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,847 | $30,175.62 | $40,513.94 | $10,338.32 | 34.26% |
| JB Joel Blattner Avaii Wealth Management LLC | 8,588 | $163,936.81 | $188,377.78 | $24,440.97 | 14.91% |
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 10,091 | $170,383.06 | $221,346.08 | $50,963.02 | 29.91% |