| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KVD Kurt Van Dyken Lifeworks Advisors LLC | 8,526 | $195,501.18 | $268,313.22 | $72,812.04 | 37.24% |
| KC Kimberly Cappellano Private Wealth Asset Management LLC | 779 | $26,798.77 | $24,530.71 | -$2,268.06 | -8.46% |
| SE Sima Elimelech Activest Wealth Management | 1,050 | $37,976.06 | $33,117 | -$4,859.06 | -12.8% |
| WB William Bromley Innova Wealth Partners | 1,491 | $62,100.15 | $47,026.14 | -$15,074.01 | -24.27% |
| RT Robert Tutela Essex LLC | 8,237 | $343,071.05 | $260,042.09 | -$83,028.96 | -24.2% |
| BB Brian Baylis Bell Investment Advisors Inc. | 145 | $3,839.6 | $4,599.4 | $759.8 | 19.79% |
| JG Jennifer Grunberg Allspring Global Investments Holdings LLC | 51,391 | $2.51M | $1.62M | -$889,342.86 | -35.43% |
| LH Larry Herold Herold Advisors Inc. | 15,373 | $598,400.46 | $484,095.77 | -$114,304.69 | -19.1% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 91,340 | $4.97M | $2.88M | -$2.09M | -42.08% |
| DC Donie Carlson DMC Group LLC | 12,004 | $335,134.66 | $377,765.88 | $42,631.22 | 12.72% |
| KM Kea Molnar Cromwell Holdings LLC | 2,470 | $61,331.71 | $77,854.4 | $16,522.69 | 26.94% |
| LV Lindsay Voak Greenland Capital Management LP | 14,170 | $590,181 | $450,747.7 | -$139,433.3 | -23.63% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 19,585 | $506,260.51 | $621,236.2 | $114,975.69 | 22.71% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 850 | $48,212 | $26,902.5 | -$21,309.5 | -44.2% |
| PNC Paul N. Clark Mi LLCapital Management LLC | 4,853 | $202,127.45 | $153,743.04 | -$48,384.41 | -23.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,853 | $216,039.49 | $153,937.16 | -$62,102.33 | -28.75% |
| PMM Patrick M. Markey Northcape Wealth Management LLC | 9,543 | $218,900.19 | $302,608.53 | $83,708.34 | 38.24% |
| HC Harry Cowley Stonegate Investment Group LLC | 23,243 | $1.03M | $737,965.25 | -$294,021.12 | -28.49% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 5,967 | $248,525.55 | $187,960.5 | -$60,565.05 | -24.37% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 220 | $11,417.28 | $6,978.4 | -$4,438.88 | -38.88% |