| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 445 | $19,895.95 | $25,031.25 | $5,135.3 | 25.81% |
Armand Doucette Surience Private Wealth LLC | 68,540 | $4.2M | $3.86M | -$340,678.07 | -8.11% |
Brad Van Aken Agate Pass Investment Management LLC | 15,285 | $545,085.17 | $860,385.01 | $315,299.84 | 57.84% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 49,443 | $2.48M | $2.79M | $301,921.59 | 12.15% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,791 | $109,716.66 | $100,743.75 | -$8,972.91 | -8.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 364,481 | $16.69M | $20.57M | $3.88M | 23.26% |
Matthew B. Boersen Straight Path Wealth Management | 5,971 | $255,867.79 | $336,104.6 | $80,236.81 | 31.36% |
Brandon Collier Collier Financial | 1,064 | $45,599.1 | $59,892.03 | $14,292.93 | 31.34% |
| WRC William Reid Culp III TAGStone Capital Inc. | 4,280 | $262,192.8 | $240,750 | -$21,442.8 | -8.18% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 3,345 | $149,554.95 | $188,156.25 | $38,601.3 | 25.81% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 175,967 | $7.04M | $9.91M | $2.87M | 40.72% |
| HC Harry Cowley Stonegate Investment Group LLC | 9,152 | $388,136.32 | $514,800 | $126,663.68 | 32.63% |
| DC Dominic Corabi Wedmont Private Capital | 18,005 | $726,160.03 | $1.03M | $302,645.67 | 41.68% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 5,478 | $203,940.58 | $308,712.69 | $104,772.11 | 51.37% |
Bill Ryan Manhattan West Asset Management LLC | 6,227 | $275,217.67 | $350,922.58 | $75,704.91 | 27.51% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1.06M | $32.01M | $59.98M | $27.98M | 87.41% |
Craig Kurth PCG Wealth Advisors LLC | 36,786 | $2.13M | $2.07M | -$59,418.86 | -2.79% |
Barry Oliver Capital Performance Advisors LLP | 8,659 | $530,450.34 | $487,977.94 | -$42,472.4 | -8.01% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 5,679 | $249,008.48 | $320,040.04 | $71,031.56 | 28.53% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 6,392 | $391,573.92 | $359,550 | -$32,023.92 | -8.18% |