| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 2,217 | $25,865.42 | $27,291.27 | $1,425.85 | 5.51% |
Kea Molnar Cromwell Holdings LLC | 14,197 | $165,939.3 | $174,978.02 | $9,038.72 | 5.45% |
Christopher Moore Paralel Advisors LLC | 200,240 | $2.78M | $2.41M | -$370,444 | -13.31% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 36,000 | $415,439.84 | $433,800 | $18,360.16 | 4.42% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 12,252 | $170,302.8 | $151,189.68 | -$19,113.12 | -11.22% |
Nathan C. Goodman Family Investment Center Inc. | 23,883 | $277,761.96 | $294,119.14 | $16,357.18 | 5.89% |
| RE Rod Ehrlich Wayfinding Financial LLC | 13,652 | $169,591.5 | $165,189.2 | -$4,402.3 | -2.6% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 46,582 | $530,981.74 | $571,561.14 | $40,579.4 | 7.64% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 115 | $1,598.5 | $1,398.97 | -$199.53 | -12.48% |
Ashish Sharma DGS Capital Management LLC | 14,589 | $180,338.96 | $175,797.45 | -$4,541.51 | -2.52% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 47,484 | $622,990.08 | $584,528.04 | -$38,462.04 | -6.17% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 19,948 | $208,714.15 | $240,373.4 | $31,659.25 | 15.17% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 101,315 | $1.07M | $1.22M | $150,826.05 | 14.1% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 15,105 | $209,959.5 | $182,015.25 | -$27,944.25 | -13.31% |
| HC Harry Cowley Stonegate Investment Group LLC | 52,184 | $768,717.78 | $628,817.2 | -$139,900.58 | -18.2% |
Dominic Corabi Wedmont Private Capital | 41,716 | $481,185.83 | $512,063.9 | $30,878.07 | 6.42% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 10,716 | $106,088.4 | $129,663.6 | $23,575.2 | 22.22% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,093 | $23,867.19 | $25,848.76 | $1,981.57 | 8.3% |
Candace Cavalier Congress Wealth Management LLC / DE / | 67,256 | $679,681.36 | $828,257.64 | $148,576.28 | 21.86% |
Nicholas Shaheen FSA Advisors Inc. | 41,234 | $467,732.12 | $498,931.4 | $31,199.28 | 6.67% |