| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Baylis Bell Investment Advisors Inc. | 29 | $1,666.74 | $1,662.57 | -$4.17 | -0.25% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $52.89 | $57.33 | $4.44 | 8.39% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 12,124 | $610,994.96 | $695,068.92 | $84,073.96 | 13.76% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,035 | $41,418.3 | $59,336.55 | $17,918.25 | 43.26% |
Kea Molnar Cromwell Holdings LLC | 43 | $2,432.81 | $2,465.19 | $32.38 | 1.33% |
| RT Ross Topham Mount Capital Ltd. | 410,400 | $19.06M | $23.53M | $4.47M | 23.47% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,650 | $245,938 | $266,584.5 | $20,646.5 | 8.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 172 | $11,259.27 | $9,860.76 | -$1,398.51 | -12.42% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 9,773 | $384,417.18 | $560,286.09 | $175,868.91 | 45.75% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 22 | $1,798.72 | $1,261.26 | -$537.46 | -29.88% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,875 | $327,648.75 | $279,483.75 | -$48,165 | -14.7% |
Barry Oliver Capital Performance Advisors LLP | 6,555 | $272,556.9 | $375,798.15 | $103,241.25 | 37.88% |
Ana-Maria Ignat Covestor Ltd | 90 | $3,477.6 | $5,159.7 | $1,682.1 | 48.37% |
Daniel Flack Intrinsic Value Partners LLC | 10,366 | $635,619.78 | $594,282.78 | -$41,337 | -6.5% |
| JL James Langer Redmont Wealth Advisors LLC | 40 | $3,116.8 | $2,293.2 | -$823.6 | -26.42% |
| WTM W. Travis McKinney HB Wealth Management LLC | 15,234 | $916,286.53 | $873,365.22 | -$42,921.31 | -4.68% |
| WJ William Jollie Quent Capital LLC | 565 | $24,282.3 | $32,391.45 | $8,109.15 | 33.4% |
Michael Byun SageView Advisory Group LLC | 1,232 | $47,606 | $70,630.56 | $23,024.56 | 48.36% |
| TK Taro Kuriyama Axq Capita LLP | 42,650 | $1.77M | $2.45M | $671,737.5 | 37.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,166 | $308,601.34 | $254,292.64 | -$54,308.7 | -17.6% |