| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 291 | $3,571.08 | $3,611.31 | $40.23 | 1.13% |
Brian Baylis Bell Investment Advisors Inc. | 208 | $1,809.6 | $2,652 | $842.4 | 46.55% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 7 | $102.55 | $86.87 | -$15.68 | -15.29% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 12,145 | $149,298.7 | $152,601.92 | $3,303.22 | 2.21% |
Bobby Adusumilli SJS Investment Consulting Inc. | 906 | $12,298.1 | $11,551.5 | -$746.6 | -6.07% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 13,863 | $101,191.04 | $175,159 | $73,967.96 | 73.1% |
Ashish Sharma DGS Capital Management LLC | 10,794 | $132,550.32 | $136,759.98 | $4,209.66 | 3.18% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 27,855 | $378,066.59 | $357,379.65 | -$20,686.94 | -5.47% |
Candace Cavalier Congress Wealth Management LLC / DE / | 39,319 | $349,545.91 | $498,171.73 | $148,625.82 | 42.52% |
Penny A. Phillips Journey Strategic Wealth LLC | 15,592 | $185,217.16 | $197,628.6 | $12,411.44 | 6.7% |
Ana-Maria Ignat Covestor Ltd | 2,167 | $23,192.95 | $27,629.25 | $4,436.3 | 19.13% |
Kathleen Thornhill Confluence Wealth Services Inc. | 55,464 | $762,891 | $700,510.32 | -$62,380.68 | -8.18% |
W. Travis McKinney HB Wealth Management LLC | 32,237 | $412,737.26 | $411,021.75 | -$1,715.51 | -0.42% |
William Jollie Quent Capital LLC | 1,955 | $21,067.04 | $24,926.25 | $3,859.21 | 18.32% |
Taro Kuriyama Axq Capita LLP | 20,814 | $236,847.84 | $262,853.76 | $26,005.92 | 10.98% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 27,915 | $383,831.25 | $352,566.45 | -$31,264.8 | -8.15% |
Patricia A. Thompson Leeward Investments LLC - MA | 1.82M | $17.58M | $23.48M | $5.9M | 33.53% |
Angela Cox W Advisors LLC | 13,339 | $183,411.25 | $172,006.4 | -$11,404.85 | -6.22% |
Kevin Zemann WealthPlan Investment Management LLC | 12,116 | $131,579.76 | $154,479 | $22,899.24 | 17.4% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 27,916 | $337,915.76 | $351,501.52 | $13,585.76 | 4.02% |