| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 8,554 | $1.17M | $1.86M | $684,746.73 | 58.37% |
Tracy Richards FIDELIS iM LLC | 1,081 | $221,690.46 | $239,517.17 | $17,826.71 | 8.04% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,267 | $176,122.88 | $278,423.25 | $102,300.37 | 58.08% |
Kea Molnar Cromwell Holdings LLC | 1,039 | $86,907.85 | $226,294.2 | $139,386.35 | 160.38% |
Dinan Hu R Squared Ltd | 2,080 | $428,696.25 | $460,366.4 | $31,670.15 | 7.39% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 12,201 | $3.16M | $2.7M | -$460,602.17 | -14.56% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,915 | $717,883.85 | $1.29M | $570,994.06 | 79.54% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 226 | $28,789.62 | $50,029.62 | $21,240 | 73.78% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,139 | $864,505.45 | $909,545.25 | $45,039.8 | 5.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,352 | $500,253.28 | $516,734.4 | $16,481.12 | 3.29% |
Scott Ungar BlackDiamond Wealth Management LLC | 1,139 | $225,925.23 | $252,738.4 | $26,813.17 | 11.87% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 1,576 | $423,723.34 | $346,326 | -$77,397.34 | -18.27% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 5,049 | $1.36M | $1.11M | -$247,905.85 | -18.26% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 831 | $223,422.65 | $184,506.93 | -$38,915.72 | -17.42% |
| HC Harry Cowley Stonegate Investment Group LLC | 1,911 | $362,208.93 | $423,773.8 | $61,564.87 | 17% |
Dominic Corabi Wedmont Private Capital | 11,446 | $1.31M | $2.49M | $1.19M | 90.75% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 2,029 | $221,911.73 | $454,424.98 | $232,513.25 | 104.78% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 19 | $2,078.03 | $4,143.14 | $2,065.11 | 99.38% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 19,337 | $2.11M | $4.21M | $2.09M | 98.91% |
Candace Cavalier Congress Wealth Management LLC / DE / | 191,730 | $15.36M | $41.82M | $26.45M | 172.16% |