| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexander Eichhorn Tanager Wealth Management LLP | 1,688 | $344,294.1 | $352,336.24 | $8,042.14 | 2.34% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 84,301 | $21.06M | $17.6M | -$3.47M | -16.46% |
| DC Donie Carlson DMC Group LLC | 1,575 | $377,772.52 | $328,749.75 | -$49,022.77 | -12.98% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 3,740 | $842,690.32 | $780,650.2 | -$62,040.12 | -7.36% |
Bobby Adusumilli SJS Investment Consulting Inc. | 953 | $239,498.43 | $198,919.69 | -$40,578.74 | -16.94% |
Andrew J. Whalen Whalen Wealth Management Inc. | 1,952 | $470,744.78 | $407,440.96 | -$63,303.82 | -13.45% |
Kea Molnar Cromwell Holdings LLC | 1,832 | $403,883 | $382,393.36 | -$21,489.64 | -5.32% |
| MR Michael Ryan Whelan Financial | 9,796 | $1.98M | $2.04M | $66,052.58 | 3.34% |
| NW Nancy Williamson Helen Stephens Group LLC | 1,411 | $315,698.91 | $294,518.03 | -$21,180.88 | -6.71% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 14,671 | $3.26M | $3.06M | -$196,880.71 | -6.04% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 1,231 | $315,907.68 | $256,946.63 | -$58,961.05 | -18.66% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,031 | $256,788.53 | $215,200.63 | -$41,587.9 | -16.2% |
| SRS Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 3,651 | $745,182.05 | $762,073.23 | $16,891.18 | 2.27% |
Kevin Batstone BayBridge Capital Group LLC | 1,623 | $357,856 | $338,768.79 | -$19,087.21 | -5.33% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 46,166 | $11.05M | $9.64M | -$1.42M | -12.82% |
Bradley W. Clark Paladin Advisory Group LLC | 804 | $160,775.88 | $167,818.92 | $7,043.04 | 4.38% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 6,725 | $1.71M | $1.4M | -$303,933.19 | -17.8% |
Ashish Sharma DGS Capital Management LLC | 1,336 | $304,073.28 | $278,863.28 | -$25,210 | -8.29% |
Brad Van Aken Agate Pass Investment Management LLC | 12,522 | $3.14M | $2.61M | -$528,673.79 | -16.82% |
| PNC Paul N. Clark Mi LLCapital Management LLC | 5,058 | $1.14M | $1.06M | -$85,834.26 | -7.52% |