| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Andrew Blass Atlantic Private Wealth LLC | 1,060 | $82,340.2 | $129,903 | $47,562.8 | 57.76% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 10,900 | $866,745.72 | $1.35M | $482,892.28 | 55.71% |
Christopher Davis Burns Matteson Capital Management LLC | 2,261 | $206,040.41 | $278,984.79 | $72,944.38 | 35.4% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,912 | $250,546.64 | $361,786.88 | $111,240.24 | 44.4% |
Nancy Williamson Helen Stephens Group LLC | 13,419 | $892,022.06 | $1.65M | $754,958.9 | 84.63% |
David Spratt Badgley Phelps Wealth Managers LLC | 506,793 | $39.87M | $62.05M | $22.18M | 55.64% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,798 | $347,427.66 | $345,888.76 | -$1,538.9 | -0.44% |
Nathan C. Goodman Family Investment Center Inc. | 6,783 | $363,297.48 | $842,652.09 | $479,354.61 | 131.95% |
| RE Rod Ehrlich Wayfinding Financial LLC | 5,012 | $503,204.8 | $620,184.88 | $116,980.08 | 23.25% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 273,729 | $24.93M | $33.87M | $8.94M | 35.87% |
Ryan Charles Stout Theory Financial LLC | 10,524 | $750,531.12 | $1.31M | $556,760.16 | 74.18% |
Bradley W. Clark Paladin Advisory Group LLC | 83,186 | $5.15M | $10.2M | $5.05M | 97.95% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 4,560 | $533,976 | $566,534.4 | $32,558.4 | 6.1% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 7,969 | $567,268.57 | $969,588.23 | $402,319.66 | 70.92% |
Ashish Sharma DGS Capital Management LLC | 2,648 | $281,232.8 | $322,923.6 | $41,690.8 | 14.82% |
Marc Dacanay Geometric Wealth Advisors | 2,392 | $260,793.6 | $296,536.24 | $35,742.64 | 13.71% |
Matthew Liebman Amplius Wealth Advisors LLC | 13,977 | $1.06M | $1.72M | $652,279 | 61.32% |
Paul N. Clark Mi LLCapital Management LLC | 1,600 | $149,704 | $197,392 | $47,688 | 31.85% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 708,413 | $81.19M | $88.01M | $6.82M | 8.4% |
Kathleen Halliwell DMKC Advisory Services LLC | 3,764 | $408,815.57 | $466,359.6 | $57,544.03 | 14.08% |