| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KC Kasey Cook Maripau Wealth Management LLC | 849 | $200,890.38 | $208,675.71 | $7,785.33 | 3.88% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 5,167 | $1.14M | $1.27M | $131,913.77 | 11.57% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3,002 | $550,990.46 | $717,988.34 | $166,997.88 | 30.31% |
Andrew Endelman Independent Wealth Network Inc. | 5,040 | $929,596.74 | $1.21M | $275,820.06 | 29.67% |
Larry Herold Herold Advisors Inc. | 2,292 | $405,734.58 | $548,177.64 | $142,443.06 | 35.11% |
Alexander Eichhorn Tanager Wealth Management LLP | 2,999 | $533,382.72 | $717,270.83 | $183,888.11 | 34.48% |
| AB Andrew Blass Atlantic Private Wealth LLC | 272 | $42,499.04 | $66,854.88 | $24,355.84 | 57.31% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 996 | $203,862.44 | $238,213.32 | $34,350.88 | 16.85% |
Janet Messer FRG Family Wealth Advisors LLC | 67,844 | $8.4M | $16.23M | $7.82M | 93.06% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 142,547 | $22.06M | $34.09M | $12.03M | 54.55% |
Thomas Herbert VPR Management LLC | 52,630 | $4.88M | $12.92M | $8.04M | 164.83% |
Tracy Richards FIDELIS iM LLC | 179,381 | $29.95M | $42.9M | $12.95M | 43.26% |
Bobby Adusumilli SJS Investment Consulting Inc. | 586 | $96,164.82 | $140,153.62 | $43,988.8 | 45.74% |
Rebecca Loeffler Corus Family Wealth Advisors | 1,301 | $266,275.67 | $311,160.17 | $44,884.5 | 16.86% |
| MR Michael Ryan Whelan Financial | 1,147 | $252,328.02 | $274,327.99 | $21,999.97 | 8.72% |
Nancy Williamson Helen Stephens Group LLC | 29,997 | $5.14M | $7.17M | $2.04M | 39.64% |
David Spratt Badgley Phelps Wealth Managers LLC | 4,440 | $810,568.88 | $1.06M | $251,345.92 | 31.01% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 4,950 | $731,294.41 | $1.18M | $452,597.09 | 61.89% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 1,293 | $278,995.3 | $309,246.81 | $30,251.51 | 10.84% |
Nathan C. Goodman Family Investment Center Inc. | 67,575 | $10.6M | $16.16M | $5.57M | 52.53% |