| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Spratt Badgley Phelps Wealth Managers LLC | 259,924 | $47.55M | $65.45M | $17.91M | 37.67% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 1,744 | $422,797.9 | $439,174.1 | $16,376.2 | 3.87% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 31,659 | $6.06M | $7.97M | $1.92M | 31.62% |
Bradley W. Clark Paladin Advisory Group LLC | 24,818 | $4.82M | $6.25M | $1.43M | 29.57% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 771 | $146,944.11 | $194,153.23 | $47,209.12 | 32.13% |
Ashish Sharma DGS Capital Management LLC | 1,935 | $351,074.77 | $487,271.72 | $136,196.95 | 38.79% |
Matthew Liebman Amplius Wealth Advisors LLC | 5,987 | $1.04M | $1.51M | $468,347.91 | 45.06% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 38,352 | $8.97M | $9.92M | $949,879.92 | 10.59% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 6,671 | $1.2M | $1.72M | $527,305.57 | 44.03% |
Jonathan Davison Austin Asset Management Co. Inc. | 2,361 | $355,113.82 | $594,547.04 | $239,433.22 | 67.42% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,631 | $516,627.12 | $662,538.45 | $145,911.33 | 28.24% |
Brandon Collier Collier Financial | 668 | $140,516.56 | $168,215.77 | $27,699.21 | 19.71% |
| JPM Justin P. Mason Keb Asset Management LLC | 1,420 | $226,264.66 | $357,584.41 | $131,319.75 | 58.04% |
Michael Capobianco MWA Asset Management | 3,524 | $545,576.02 | $887,413.72 | $341,837.7 | 62.66% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 985 | $238,793.54 | $252,879.05 | $14,085.51 | 5.9% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,066 | $200,578.56 | $268,440.13 | $67,861.57 | 33.83% |
Justin Fulmer Shelton Wealth Management LLC | 843 | $204,368.48 | $212,284.27 | $7,915.79 | 3.87% |
Dominic Corabi Wedmont Private Capital | 4,126 | $720,348.96 | $1.04M | $318,660.4 | 44.24% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 6,996 | $1.3M | $1.81M | $513,552.27 | 39.64% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3,182 | $483,706.3 | $801,291.27 | $317,584.97 | 65.66% |