| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janet Messer FRG Family Wealth Advisors LLC | 17,371 | $749,838.22 | $1.08M | $332,548.79 | 44.35% |
| DC Donie Carlson DMC Group LLC | 8,196 | $473,339.64 | $510,692.76 | $37,353.12 | 7.89% |
Bobby Adusumilli SJS Investment Consulting Inc. | 159 | $9,328.12 | $9,907.29 | $579.17 | 6.21% |
Kea Molnar Cromwell Holdings LLC | 3,774 | $232,914.45 | $235,157.94 | $2,243.49 | 0.96% |
David Spratt Badgley Phelps Wealth Managers LLC | 326,098 | $19.78M | $20.32M | $540,715.37 | 2.73% |
Stacey Madison VELA Investment Management LLC | 5,118 | $307,987.81 | $318,902.58 | $10,914.77 | 3.54% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 9,101 | $525,544.68 | $559,984.53 | $34,439.85 | 6.55% |
Ellen York T. Rowe Price Investment Management Inc. | 24,500 | $1.54M | $1.56M | $22,873.19 | 1.49% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 4,650 | $308,341.5 | $286,114.5 | -$22,227 | -7.21% |
Kevin Batstone BayBridge Capital Group LLC | 10,113 | $584,936 | $630,141.03 | $45,205.03 | 7.73% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 39,923 | $2.57M | $2.49M | -$80,270.24 | -3.13% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 3,942 | $261,322.45 | $245,626.02 | -$15,696.43 | -6.01% |
Ashish Sharma DGS Capital Management LLC | 7,182 | $413,970.48 | $447,510.42 | $33,539.94 | 8.1% |
Nancy Kay Cross Staff Investments Inc. | 6,317 | $417,338.98 | $393,612.27 | -$23,726.71 | -5.69% |
Paul N. Clark Mi LLCapital Management LLC | 34,615 | $2.52M | $2.16M | -$367,957.45 | -14.57% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,862 | $345,365.39 | $372,940.44 | $27,575.05 | 7.98% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 5,301 | $360,505.16 | $337,249.62 | -$23,255.54 | -6.45% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,497 | $370,717.68 | $342,518.07 | -$28,199.61 | -7.61% |
Patrick M. Markey Northcape Wealth Management LLC | 5,888 | $397,744.6 | $362,288.64 | -$35,455.96 | -8.91% |
William Reid Culp III TAGStone Capital Inc. | 8,687 | $575,537.62 | $534,511.11 | -$41,026.51 | -7.13% |