| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Michael Ryan Whelan Financial | 2,877 | $220,671.06 | $843,018.51 | $622,347.45 | 282.02% |
David Spratt Badgley Phelps Wealth Managers LLC | 205,801 | $24.42M | $60.3M | $35.88M | 146.91% |
Lindsay Voak Greenland Capital Management LP | 7,351 | $991,955.95 | $2.15M | $1.16M | 117.15% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 7,641 | $1.31M | $2.24M | $930,979.36 | 71.18% |
Ellen York T. Rowe Price Investment Management Inc. | 3,301 | $705,291.66 | $967,259.02 | $261,967.36 | 37.14% |
| RE Rod Ehrlich Wayfinding Financial LLC | 2,226 | $308,073.08 | $652,262.5 | $344,189.42 | 111.72% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 49,903 | $5.65M | $14.62M | $8.98M | 158.96% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 650 | $60,351.12 | $190,462.99 | $130,111.87 | 215.59% |
Ashish Sharma DGS Capital Management LLC | 18,283 | $2.19M | $5.36M | $3.17M | 144.79% |
Matthew Liebman Amplius Wealth Advisors LLC | 576 | $249,598.07 | $168,779.51 | -$80,818.56 | -32.38% |
Paul N. Clark Mi LLCapital Management LLC | 34,650 | $2.52M | $10.15M | $7.64M | 303.28% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,614 | $558,507.24 | $765,954.25 | $207,447.01 | 37.14% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 4,925 | $369,961.74 | $1.44M | $1.07M | 290.07% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 18,680 | $3.2M | $5.47M | $2.28M | 71.18% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 2,975 | $458,112.34 | $871,734.47 | $413,622.13 | 90.29% |
| JPM Justin P. Mason Keb Asset Management LLC | 386 | $167,265.38 | $113,105.72 | -$54,159.66 | -32.38% |
William Reid Culp III TAGStone Capital Inc. | 1,592 | $340,146.72 | $466,487.82 | $126,341.1 | 37.14% |
Michael Capobianco MWA Asset Management | 19,405 | $1.62M | $5.69M | $4.07M | 251.52% |
Scott Ungar BlackDiamond Wealth Management LLC | 2,569 | $231,398.54 | $752,768.35 | $521,369.81 | 225.31% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 1,630 | $348,265.8 | $477,622.58 | $129,356.78 | 37.14% |