| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Kelley Alliance Wealth Advisors LLC /UT | 2,347 | $933,045.54 | $1.42M | $486,420.04 | 52.13% |
Janet Messer FRG Family Wealth Advisors LLC | 1,973 | $415,306.98 | $1.19M | $774,885.54 | 186.58% |
Bobby Adusumilli SJS Investment Consulting Inc. | 544 | $281,540.55 | $335,278.09 | $53,737.54 | 19.09% |
Andrew J. Whalen Whalen Wealth Management Inc. | 4,793 | $2.63M | $2.9M | $270,300.45 | 10.28% |
Jenell Wunsch Sora Investors LLC | 57,142 | $31.97M | $35.24M | $3.28M | 10.25% |
Kea Molnar Cromwell Holdings LLC | 2,481 | $1.09M | $1.53M | $434,869.64 | 39.73% |
| MR Michael Ryan Whelan Financial | 1,966 | $1.07M | $1.22M | $145,473.27 | 13.58% |
Nancy Williamson Helen Stephens Group LLC | 704 | $394,238.08 | $425,779.19 | $31,541.11 | 8% |
David Spratt Badgley Phelps Wealth Managers LLC | 11,453 | $6.54M | $6.91M | $370,618.97 | 5.67% |
Stacey Madison VELA Investment Management LLC | 1,661 | $839,735.07 | $1M | $162,246.57 | 19.32% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 9,681 | $5.08M | $5.84M | $756,927.24 | 14.89% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 425 | $209,865 | $261,103 | $51,238 | 24.41% |
Ellen York T. Rowe Price Investment Management Inc. | 3.44M | $1.77B | $2.11B | $342.77M | 19.4% |
| RE Rod Ehrlich Wayfinding Financial LLC | 586 | $308,399.99 | $354,412.79 | $46,012.8 | 14.92% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 25,646 | $12.14M | $15.76M | $3.62M | 29.83% |
Bradley W. Clark Paladin Advisory Group LLC | 1,640 | $595,992.4 | $991,871.98 | $395,879.58 | 66.42% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 495 | $224,303.44 | $303,430.05 | $79,126.61 | 35.28% |
Ashish Sharma DGS Capital Management LLC | 4,258 | $2.05M | $2.57M | $516,906.96 | 25.19% |
Nancy Kay Cross Staff Investments Inc. | 3,141 | $1.18M | $1.89M | $717,639.18 | 60.96% |
Brad Van Aken Agate Pass Investment Management LLC | 6,877 | $2.55M | $4.25M | $1.7M | 66.49% |