| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NW Nancy Williamson Helen Stephens Group LLC | 883 | $256,665.97 | $188,140.81 | -$68,525.16 | -26.7% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 47,855 | $12.64M | $10.19M | -$2.44M | -19.33% |
| JM Jared McBride GoalFusion Wealth Management LLC | 834 | $143,942.22 | $177,650.33 | $33,708.11 | 23.42% |
| RE Rod Ehrlich Wayfinding Financial LLC | 2,644 | $583,496.62 | $563,198.41 | -$20,298.21 | -3.48% |
Kevin Batstone BayBridge Capital Group LLC | 6,072 | $1.54M | $1.28M | -$261,665.54 | -16.94% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 28,926 | $6.31M | $6.15M | -$157,193.73 | -2.49% |
Bradley W. Clark Paladin Advisory Group LLC | 1,174 | $245,866.5 | $249,627.62 | $3,761.12 | 1.53% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 20,792 | $2.76M | $4.44M | $1.68M | 60.78% |
Ashish Sharma DGS Capital Management LLC | 1,799 | $502,915.56 | $383,924.59 | -$118,990.97 | -23.66% |
| NK Nancy Kay Cross Staff Investments Inc. | 5,705 | $762,544.82 | $1.21M | $450,509.33 | 59.08% |
Brad Van Aken Agate Pass Investment Management LLC | 6,393 | $1.5M | $1.36M | -$135,690.9 | -9.08% |
Marc Dacanay Geometric Wealth Advisors | 3,301 | $589,487.05 | $701,891.63 | $112,404.58 | 19.07% |
Matthew Liebman Amplius Wealth Advisors LLC | 1,644 | $270,759.03 | $349,629.48 | $78,870.45 | 29.13% |
| PNC Paul N. Clark Mi LLCapital Management LLC | 3,405 | $455,623.05 | $724,005.15 | $268,382.1 | 58.9% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,317 | $2.8M | $2.63M | -$169,745.41 | -6.07% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,870 | $549,458.7 | $399,151.5 | -$150,307.2 | -27.36% |
Jonathan Davison Austin Asset Management Co. Inc. | 1,030 | $298,186.26 | $219,008.9 | -$79,177.36 | -26.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 38,392 | $9.51M | $8.14M | -$1.37M | -14.39% |
| PMM Patrick M. Markey Northcape Wealth Management LLC | 18,389 | $2.76M | $3.91M | $1.15M | 41.69% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 1,463 | $291,037.63 | $311,077.69 | $20,040.06 | 6.89% |