| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dinan Hu R Squared Ltd | 18,911 | $2.11M | $2.34M | $233,457.85 | 11.09% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 45,600 | $5.37M | $5.66M | $283,881.22 | 5.28% |
Andrew D. W. Hill Andrew Hill Investment Advisors Inc. | 27,010 | $3.78M | $3.3M | -$477,807.17 | -12.64% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 1,500 | $209,940.02 | $188,820 | -$21,120.02 | -10.06% |
| RE Rod Ehrlich Wayfinding Financial LLC | 3,958 | $289,638.94 | $501,102.59 | $211,463.65 | 73.01% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 22,787 | $1.62M | $2.79M | $1.17M | 72.67% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 414 | $46,951.74 | $51,352.56 | $4,400.82 | 9.37% |
Ashish Sharma DGS Capital Management LLC | 4,440 | $471,382.38 | $550,959.6 | $79,577.22 | 16.88% |
Matthew Liebman Amplius Wealth Advisors LLC | 3,368 | $428,649.07 | $425,849.92 | -$2,799.15 | -0.65% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,617 | $2.05M | $2.29M | $241,624.33 | 11.78% |
Kathleen Halliwell DMKC Advisory Services LLC | 20,232 | $1.45M | $2.49M | $1.04M | 71.65% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,693 | $220,123.73 | $459,926.22 | $239,802.49 | 108.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,467 | $518,412.52 | $668,450.09 | $150,037.57 | 28.94% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 1,541 | $215,678.38 | $194,813.22 | -$20,865.16 | -9.67% |
| JPM Justin P. Mason Keb Asset Management LLC | 191 | $26,732.36 | $24,043.08 | -$2,689.28 | -10.06% |
Michael Capobianco MWA Asset Management | 14,166 | $823,722.72 | $1.79M | $968,701.26 | 117.6% |
Scott Ungar BlackDiamond Wealth Management LLC | 2,793 | $262,056.3 | $351,443.19 | $89,386.89 | 34.11% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 2,226 | $225,939 | $274,176.42 | $48,237.42 | 21.35% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 1,719 | $240,591.26 | $211,797.99 | -$28,793.27 | -11.97% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 1,700 | $237,932.02 | $209,423 | -$28,509.02 | -11.98% |