| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,573 | $347,979.35 | $345,631.72 | -$2,347.63 | -0.67% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,019 | $40,994.21 | $46,507.16 | $5,512.95 | 13.45% |
Kea Molnar Cromwell Holdings LLC | 92 | $3,850.46 | $4,198.88 | $348.42 | 9.05% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,960 | $315,686.11 | $363,294.4 | $47,608.29 | 15.08% |
Ashish Sharma DGS Capital Management LLC | 7,046 | $199,415.98 | $321,579.44 | $122,163.46 | 61.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 211 | $8,155.75 | $9,630.04 | $1,474.29 | 18.08% |
| DC Dominic Corabi Wedmont Private Capital | 4,748 | $218,170.6 | $216,698.72 | -$1,471.88 | -0.67% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 36 | $1,296.36 | $1,643.04 | $346.68 | 26.74% |
Clint Dunn Beaird Harris Wealth Management LLC | 64 | $2,495.3 | $2,920.96 | $425.66 | 17.06% |
Ana-Maria Ignat Covestor Ltd | 524 | $23,731.96 | $23,915.36 | $183.4 | 0.77% |
| SP Samantha Pierangeli City State Bank | 50 | $1,960 | $2,282 | $322 | 16.43% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 15,734 | $529,878.1 | $718,099.76 | $188,221.66 | 35.52% |
| WTM W. Travis McKinney HB Wealth Management LLC | 10,971 | $412,266.19 | $500,716.44 | $88,450.25 | 21.45% |
| WJ William Jollie Quent Capital LLC | 8,348 | $378,080.92 | $381,002.72 | $2,921.8 | 0.77% |
Michael Byun SageView Advisory Group LLC | 1,298 | $58,791 | $59,240.72 | $449.72 | 0.76% |
Katie Christensen iSAM Funds UKK) Ltd | 7,096 | $278,376 | $323,861.44 | $45,485.44 | 16.34% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 227,737 | $8.32M | $10.39M | $2.08M | 24.99% |
John DeMarco Trajan Wealth LLC | 5,983 | $241,435.03 | $273,064.12 | $31,629.09 | 13.1% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,642 | $417,505 | $485,700.88 | $68,195.88 | 16.33% |
CJ Harrison DecisionPoint Financial LLC | 6 | $235.8 | $273.84 | $38.04 | 16.13% |