| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Whalen Whalen Wealth Management Inc. | 8,187 | $396,079.22 | $491,874.96 | $95,795.74 | 24.19% |
Kea Molnar Cromwell Holdings LLC | 3,153 | $153,327.93 | $184,513.56 | $31,185.63 | 20.34% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 4,677 | $274,914.06 | $282,818.19 | $7,904.13 | 2.88% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 6,826 | $401,232 | $412,768.22 | $11,536.22 | 2.88% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 44,216 | $2.6M | $2.67M | $74,725.04 | 2.88% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 22,926 | $1.14M | $1.34M | $196,633.55 | 17.22% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,606 | $56,902.36 | $97,982.06 | $41,079.7 | 72.19% |
Ashish Sharma DGS Capital Management LLC | 13,916 | $656,871.04 | $849,015.16 | $192,144.12 | 29.25% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,326 | $371,842.28 | $386,012.52 | $14,170.24 | 3.81% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,738 | $219,719.64 | $228,055.38 | $8,335.74 | 3.79% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,610 | $116,712.15 | $159,823.35 | $43,111.2 | 36.94% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 12,097 | $581,561.02 | $738,037.97 | $156,476.95 | 26.91% |
Justin Fulmer Shelton Wealth Management LLC | 25,393 | $1.09M | $1.47M | $373,565.16 | 34.2% |
| HC Harry Cowley Stonegate Investment Group LLC | 43,253 | $1.76M | $2.64M | $880,508.78 | 50.08% |
| DC Dominic Corabi Wedmont Private Capital | 15,667 | $647,394.06 | $904,377.57 | $256,983.51 | 39.7% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 5,581 | $301,428.5 | $340,496.81 | $39,068.31 | 12.96% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 302 | $11,951.36 | $18,428.04 | $6,476.68 | 54.19% |
| JB Joel Blattner Avaii Wealth Management LLC | 5,483 | $220,676.54 | $334,517.83 | $113,841.29 | 51.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 16,971 | $768,367.71 | $1.04M | $267,202.71 | 34.78% |
Barry Oliver Capital Performance Advisors LLP | 9,681 | $469,706.28 | $590,734.62 | $121,028.34 | 25.77% |