| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rekah Franca Catalyst Funds Management Pty Ltd. | 23,600 | $3.21M | $3.16M | -$51,212.17 | -1.6% |
Lindsay Voak Greenland Capital Management LP | 2,208 | $300,221.78 | $297,340.32 | -$2,881.46 | -0.96% |
Nathan C. Goodman Family Investment Center Inc. | 2,440 | $623,249 | $337,671.6 | -$285,577.4 | -45.82% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 2,406 | $210,669.36 | $322,500.24 | $111,830.88 | 53.08% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,636 | $222,446.92 | $222,471.46 | $24.54 | 0.01% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 9,378 | $853,552.38 | $1.27M | $413,368.53 | 48.43% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 404 | $35,374.24 | $53,903.7 | $18,529.46 | 52.38% |
Ashish Sharma DGS Capital Management LLC | 4,373 | $469,602.19 | $584,189.07 | $114,586.88 | 24.4% |
Nancy Kay Cross Staff Investments Inc. | 1,492 | $202,867.24 | $201,673.64 | -$1,193.6 | -0.59% |
Russell Silberstein Carmel Capital Partners LLC | 957 | $244,446.5 | $128,014.44 | -$116,432.06 | -47.63% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,525 | $1.71M | $1.04M | -$663,755.54 | -38.92% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,094 | $184,775.82 | $280,302.84 | $95,527.02 | 51.7% |
Jonathan Davison Austin Asset Management Co. Inc. | 850 | $217,115.49 | $115,234.58 | -$101,880.91 | -46.92% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 39,721 | $1.89M | $5.6M | $3.71M | 196.23% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 5,578 | $187,231.45 | $755,819 | $568,587.55 | 303.68% |
Brandon Collier Collier Financial | 27 | $2,215.68 | $3,619.08 | $1,403.4 | 63.34% |
Scott Ungar BlackDiamond Wealth Management LLC | 2,031 | $179,345.19 | $273,606.16 | $94,260.97 | 52.56% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 20,325 | $660,580.8 | $2.78M | $2.12M | 320.6% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,385 | $353,770.54 | $185,548.45 | -$168,222.09 | -47.55% |
Darby Barncord Martin Capital Advisors LLP | 3,290 | $331,878.5 | $463,528.1 | $131,649.6 | 39.67% |