| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Spratt Badgley Phelps Wealth Managers LLC | 122,348 | $8.97M | $15.93M | $6.97M | 77.69% |
Dinan Hu R Squared Ltd | 3,544 | $447,749 | $479,326 | $31,577 | 7.05% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 7,400 | $984,313.06 | $985,531.93 | $1,218.87 | 0.12% |
Ellen York T. Rowe Price Investment Management Inc. | 276,379 | $31.38M | $38.24M | $6.86M | 21.86% |
Nathan C. Goodman Family Investment Center Inc. | 4,144 | $505,215.55 | $539,590.28 | $34,374.73 | 6.8% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 7,990 | $584,968.9 | $1.06M | $478,180.5 | 81.74% |
| RE Rod Ehrlich Wayfinding Financial LLC | 3,101 | $304,262.01 | $421,332.87 | $117,070.86 | 38.48% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 33,341 | $3.78M | $4.34M | $557,874.02 | 14.75% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 1,851 | $207,404.55 | $241,018.73 | $33,614.18 | 16.21% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 705 | $68,250.66 | $91,798.06 | $23,547.4 | 34.5% |
Ashish Sharma DGS Capital Management LLC | 14,029 | $1.48M | $1.83M | $343,187.32 | 23.13% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,109 | $266,451.06 | $274,612.91 | $8,161.85 | 3.06% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,390 | $907,048.6 | $1.02M | $115,431.8 | 12.73% |
Parth Karia Capricorn Fund Managers Ltd. | 31,200 | $3.94M | $4.06M | $120,744.31 | 3.06% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,042 | $265,005.63 | $420,891.12 | $155,885.49 | 58.82% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 46,624 | $6.38M | $6.07M | -$304,800.7 | -4.78% |
Patrick M. Markey Northcape Wealth Management LLC | 1,834 | $206,111.04 | $244,252.1 | $38,141.06 | 18.51% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 4,577 | $359,425.1 | $595,971.22 | $236,546.12 | 65.81% |
Scott Ungar BlackDiamond Wealth Management LLC | 2,335 | $277,091.98 | $310,695.1 | $33,603.12 | 12.13% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 7,101 | $871,271.59 | $924,621.28 | $53,349.69 | 6.12% |