| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 11,150 | $548,691.87 | $578,016 | $29,324.13 | 5.34% |
Brian Baylis Bell Investment Advisors Inc. | 255 | $9,673.12 | $13,349.25 | $3,676.13 | 38% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 10,588 | $482,548.05 | $548,881.92 | $66,333.87 | 13.75% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 64,405 | $2.32M | $3.39M | $1.07M | 46.35% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 377 | $22,029.7 | $19,543.68 | -$2,486.02 | -11.28% |
| AB Andrew Blass Atlantic Private Wealth LLC | 715 | $30,450.5 | $37,401.65 | $6,951.15 | 22.83% |
Bobby Adusumilli SJS Investment Consulting Inc. | 123 | $5,593.73 | $6,376.32 | $782.59 | 13.99% |
Kea Molnar Cromwell Holdings LLC | 4,108 | $159,596 | $212,958.72 | $53,362.72 | 33.44% |
| MAL Mason & Associates LLC Mason & Associates LLC | 10,142 | $499,088 | $525,761.28 | $26,673.28 | 5.34% |
David Spratt Badgley Phelps Wealth Managers LLC | 18,229 | $724,970.42 | $944,991.36 | $220,020.94 | 30.35% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 73,959 | $3.31M | $3.83M | $527,070.82 | 15.94% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,176 | $67,823.24 | $60,963.84 | -$6,859.4 | -10.11% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,565 | $175,433.65 | $189,283.68 | $13,850.03 | 7.89% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 75,001 | $3.54M | $3.98M | $443,327.27 | 12.53% |
Jonathan Davison Austin Asset Management Co. Inc. | 11,309 | $519,874.73 | $586,258.56 | $66,383.83 | 12.77% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,037 | $45,689.14 | $53,758.08 | $8,068.94 | 17.66% |
William Reid Culp III TAGStone Capital Inc. | 8,277 | $390,688.49 | $432,969.87 | $42,281.38 | 10.82% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 4,920 | $242,550.57 | $258,742.8 | $16,192.23 | 6.68% |
| HC Harry Cowley Stonegate Investment Group LLC | 6,944 | $279,211.05 | $359,976.96 | $80,765.91 | 28.93% |
Dominic Corabi Wedmont Private Capital | 13,873 | $570,101.27 | $719,176.32 | $149,075.05 | 26.15% |