| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexander Eichhorn Tanager Wealth Management LLP | 1,804 | $369,870.94 | $364,209.56 | -$5,661.38 | -1.53% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 80,847 | $20.3M | $16.32M | -$3.98M | -19.6% |
| DC Donie Carlson DMC Group LLC | 1,303 | $312,177 | $263,062.67 | -$49,114.33 | -15.73% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 3,460 | $784,495.12 | $698,556.7 | -$85,938.42 | -10.95% |
Bobby Adusumilli SJS Investment Consulting Inc. | 953 | $239,498.43 | $192,405.93 | -$47,092.5 | -19.66% |
Kea Molnar Cromwell Holdings LLC | 1,832 | $403,883 | $369,862.48 | -$34,020.52 | -8.42% |
| MR Michael Ryan Whelan Financial | 10,195 | $2.07M | $2.06M | -$8,373.46 | -0.41% |
Nancy Williamson Helen Stephens Group LLC | 1,410 | $315,476.36 | $284,664.9 | -$30,811.46 | -9.77% |
David Spratt Badgley Phelps Wealth Managers LLC | 14,805 | $3.29M | $2.99M | -$299,722.75 | -9.11% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 1,006 | $257,749.68 | $203,473.56 | -$54,276.12 | -21.06% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,006 | $250,505.78 | $203,473.56 | -$47,032.22 | -18.77% |
Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 3,606 | $733,550.45 | $749,362.86 | $15,812.41 | 2.16% |
Kevin Batstone BayBridge Capital Group LLC | 1,623 | $357,856 | $337,275.63 | -$20,580.37 | -5.75% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 46,166 | $11.05M | $9.6M | -$1.46M | -13.17% |
Bradley W. Clark Paladin Advisory Group LLC | 804 | $160,775.88 | $167,079.24 | $6,303.36 | 3.92% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 6,804 | $1.73M | $1.38M | -$348,952.15 | -20.23% |
Ashish Sharma DGS Capital Management LLC | 1,336 | $304,073.28 | $277,634.16 | -$26,439.12 | -8.69% |
Brad Van Aken Agate Pass Investment Management LLC | 12,522 | $3.14M | $2.6M | -$540,194.03 | -17.19% |
Paul N. Clark Mi LLCapital Management LLC | 5,058 | $1.14M | $1.05M | -$90,487.62 | -7.93% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,935 | $2.02M | $1.95M | -$69,488.84 | -3.44% |