| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 27,563 | $1.48M | $1.88M | $398,468.53 | 26.94% |
Adam J. Peck Riverwater Partners LLC | 12,229 | $642,861.93 | $832,917.19 | $190,055.26 | 29.56% |
Kimberly Cappellano Private Wealth Asset Management LLC | 10,264 | $650,737.8 | $699,081.04 | $48,343.24 | 7.43% |
| SE Sima Elimelech Activest Wealth Management | 1,392 | $85,305.78 | $96,521.28 | $11,215.5 | 13.15% |
Brian Baylis Bell Investment Advisors Inc. | 6,735 | $277,333.49 | $461,212.8 | $183,879.31 | 66.3% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 15,618 | $1.05M | $1.06M | $10,025.53 | 0.95% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 36,605 | $1.83M | $2.51M | $678,280.5 | 37.1% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 70,864 | $3.36M | $4.87M | $1.51M | 45.12% |
Bobby Adusumilli SJS Investment Consulting Inc. | 616 | $36,937.09 | $42,180.6 | $5,243.51 | 14.2% |
Kea Molnar Cromwell Holdings LLC | 2,581 | $163,300 | $177,017.88 | $13,717.88 | 8.4% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 5,520 | $310,831 | $378,009.6 | $67,178.6 | 21.61% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 11,340 | $701,003.62 | $778,944.6 | $77,940.98 | 11.12% |
Bradley W. Clark Paladin Advisory Group LLC | 1,184 | $54,221.64 | $80,665.92 | $26,444.28 | 48.77% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 5,562 | $303,124.32 | $380,857.95 | $77,733.63 | 25.64% |
| RS Russell Silberstein Carmel Capital Partners LLC | 51,791 | $3.14M | $3.53M | $393,403.46 | 12.55% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 5,760 | $304,358.4 | $394,416 | $90,057.6 | 29.59% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,531 | $91,695.07 | $104,781.64 | $13,086.57 | 14.27% |
Michael Capobianco MWA Asset Management | 2,543 | $143,196.33 | $173,254.59 | $30,058.26 | 20.99% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 3,786 | $213,189.66 | $259,246.35 | $46,056.69 | 21.6% |
| DC Dominic Corabi Wedmont Private Capital | 17,352 | $866,078.96 | $1.2M | $336,414.64 | 38.84% |