| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Spratt Badgley Phelps Wealth Managers LLC | 4,819 | $324,775.67 | $374,002.59 | $49,226.92 | 15.16% |
Dwayne Pinkney University of Pittsburgh - Of the Commonwealth System of Higher Education | 1.93M | $95.14M | $150.09M | $54.95M | 57.76% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 4,817 | $307,156.73 | $385,167.32 | $78,010.59 | 25.4% |
Nathan C. Goodman Family Investment Center Inc. | 18,966 | $912,631.16 | $1.47M | $559,320.1 | 61.29% |
| RE Rod Ehrlich Wayfinding Financial LLC | 8,823 | $467,630.91 | $684,753.03 | $217,122.12 | 46.43% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 500,264 | $28.93M | $38.83M | $9.9M | 34.21% |
Ryan Charles Stout Theory Financial LLC | 10,908 | $661,272.79 | $846,569.88 | $185,297.09 | 28.02% |
Bradley W. Clark Paladin Advisory Group LLC | 3,174 | $213,356.28 | $246,334.14 | $32,977.86 | 15.46% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 7,452 | $393,347.88 | $578,349.72 | $185,001.84 | 47.03% |
Ashish Sharma DGS Capital Management LLC | 9,620 | $581,440.91 | $746,608.2 | $165,167.29 | 28.41% |
Marc Dacanay Geometric Wealth Advisors | 24,330 | $1.37M | $1.89M | $517,617.82 | 37.76% |
Matthew Liebman Amplius Wealth Advisors LLC | 15,641 | $860,632.7 | $1.21M | $353,265.31 | 41.05% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 92,245 | $5.14M | $7.16M | $2.02M | 39.39% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 122,279 | $8.22M | $9.49M | $1.27M | 15.46% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 10,891 | $583,510.27 | $845,250.51 | $261,740.24 | 44.86% |
Jonathan Davison Austin Asset Management Co. Inc. | 4,331 | $303,375.9 | $336,128.91 | $32,753.01 | 10.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 74,065 | $4.54M | $5.75M | $1.21M | 26.53% |
Brandon Collier Collier Financial | 5,844 | $392,221.12 | $453,552.84 | $61,331.72 | 15.64% |
William Reid Culp III TAGStone Capital Inc. | 15,466 | $866,369.87 | $1.2M | $333,946.39 | 38.55% |
Scott Ungar BlackDiamond Wealth Management LLC | 9,997 | $671,998.34 | $775,867.17 | $103,868.83 | 15.46% |