| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 168 | $6,269.23 | $7,581.84 | $1,312.61 | 20.94% |
Kea Molnar Cromwell Holdings LLC | 3,589 | $132,819.2 | $161,971.57 | $29,152.37 | 21.95% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 10,740 | $443,777 | $461,497.8 | $17,720.8 | 3.99% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 54,549 | $2.22M | $2.46M | $238,475.04 | 10.73% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 28 | $1,408.96 | $1,263.64 | -$145.32 | -10.31% |
Ashish Sharma DGS Capital Management LLC | 5,825 | $293,114 | $262,882.25 | -$30,231.75 | -10.31% |
Nancy Kay Cross Staff Investments Inc. | 6,400 | $319,221.19 | $288,832 | -$30,389.19 | -9.52% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,730 | $137,373.6 | $123,204.9 | -$14,168.7 | -10.31% |
Matthew B. Boersen Straight Path Wealth Management | 5,200 | $259,864 | $234,676 | -$25,188 | -9.69% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 7,671 | $316,965.72 | $330,696.81 | $13,731.09 | 4.33% |
Dominic Corabi Wedmont Private Capital | 13,369 | $501,404.76 | $603,342.97 | $101,938.21 | 20.33% |
Steve Wachs Legacy CG LLC | 120,854 | $3.88M | $5.45M | $1.58M | 40.66% |
Susan M. Stiles Stiles Financial Services Inc. | 39,396 | $1.74M | $1.77M | $31,783.55 | 1.83% |
Candace Cavalier Congress Wealth Management LLC / DE / | 57,219 | $2.37M | $2.58M | $209,132.47 | 8.81% |
Bridget Fagerholt MAS Advisors LLC | 9,045 | $449,176.35 | $408,200.85 | -$40,975.5 | -9.12% |
Shaun Peterson Peterson Wealth Services | 1,007 | $35,305.42 | $45,445.91 | $10,140.49 | 28.72% |
William Liberti Wealth Effects LLC | 32,650 | $1.13M | $1.41M | $276,291.93 | 24.42% |
Sara S. Alexander Sonora Investment Management Group LLC | 6,808 | $307,051.88 | $307,245.04 | $193.16 | 0.06% |
John Keene Keene & Associates Inc. | 47,330 | $2.14M | $2.14M | -$6,858.76 | -0.32% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 21 | $1,056.72 | $947.73 | -$108.99 | -10.31% |