| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Endelman Independent Wealth Network Inc. | 9,766 | $366,914.88 | $490,692.67 | $123,777.79 | 33.73% |
| AB Andrew Blass Atlantic Private Wealth LLC | 15 | $549.45 | $752.17 | $202.72 | 36.9% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 13,070 | $478,829.82 | $644,351 | $165,521.18 | 34.57% |
Bobby Adusumilli SJS Investment Consulting Inc. | 330 | $12,963.07 | $16,249.2 | $3,286.13 | 25.35% |
Kea Molnar Cromwell Holdings LLC | 3,589 | $132,819.2 | $177,547.83 | $44,728.63 | 33.68% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 10,740 | $443,777 | $544,302.13 | $100,525.13 | 22.65% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 54,549 | $2.22M | $2.7M | $476,854.17 | 21.45% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 28 | $1,408.96 | $1,419.04 | $10.08 | 0.72% |
Ashish Sharma DGS Capital Management LLC | 5,825 | $293,114 | $295,094.5 | $1,980.5 | 0.68% |
Nancy Kay Cross Staff Investments Inc. | 6,400 | $319,221.19 | $317,856 | -$1,365.19 | -0.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,769 | $139,375.47 | $138,228.48 | -$1,146.99 | -0.82% |
Matthew B. Boersen Straight Path Wealth Management | 5,200 | $259,864 | $257,920 | -$1,944 | -0.75% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 7,671 | $316,965.72 | $387,884.11 | $70,918.39 | 22.37% |
Dominic Corabi Wedmont Private Capital | 22,809 | $903,577.66 | $1.13M | $225,011.66 | 24.9% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 80 | $2,618.4 | $3,966 | $1,347.6 | 51.47% |
Steve Wachs Legacy CG LLC | 120,854 | $3.88M | $5.97M | $2.09M | 53.87% |
Susan M. Stiles Stiles Financial Services Inc. | 39,396 | $1.74M | $1.96M | $226,399.79 | 13.05% |
Candace Cavalier Congress Wealth Management LLC / DE / | 115,435 | $4.23M | $5.71M | $1.48M | 35.13% |
Bridget Fagerholt MAS Advisors LLC | 9,045 | $449,176.35 | $447,682.27 | -$1,494.08 | -0.33% |
Shaun Peterson Peterson Wealth Services | 1,007 | $35,305.42 | $50,279.51 | $14,974.09 | 42.41% |