| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 12,095 | $814,408.73 | $769,846.75 | -$44,561.98 | -5.47% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 16,168 | $995,174.58 | $1.04M | $41,194.22 | 4.14% |
Janet Messer FRG Family Wealth Advisors LLC | 16,612 | $715,804.66 | $1.06M | $348,027.82 | 48.62% |
| DC Donie Carlson DMC Group LLC | 8,196 | $473,339.64 | $524,462.04 | $51,122.4 | 10.8% |
Bobby Adusumilli SJS Investment Consulting Inc. | 280 | $16,326.76 | $17,648.4 | $1,321.64 | 8.09% |
Kea Molnar Cromwell Holdings LLC | 3,774 | $232,914.45 | $239,762.22 | $6,847.77 | 2.94% |
David Spratt Badgley Phelps Wealth Managers LLC | 326,098 | $19.78M | $20.88M | $1.1M | 5.57% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 9,101 | $525,544.68 | $581,144.35 | $55,599.67 | 10.58% |
Ellen York T. Rowe Price Investment Management Inc. | 24,500 | $1.54M | $1.56M | $26,425.69 | 1.72% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 4,650 | $308,341.5 | $298,018.5 | -$10,323 | -3.35% |
Kevin Batstone BayBridge Capital Group LLC | 21,674 | $1.25M | $1.37M | $120,845.18 | 9.64% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 39,923 | $2.57M | $2.54M | -$28,569.96 | -1.11% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 3,942 | $261,322.45 | $251,775.54 | -$9,546.91 | -3.65% |
Ashish Sharma DGS Capital Management LLC | 7,182 | $413,970.48 | $458,786.16 | $44,815.68 | 10.83% |
Nancy Kay Cross Staff Investments Inc. | 6,317 | $417,338.98 | $403,529.96 | -$13,809.02 | -3.31% |
Paul N. Clark Mi LLCapital Management LLC | 30,644 | $2.24M | $1.96M | -$274,263.8 | -12.27% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,862 | $345,365.39 | $369,481.86 | $24,116.47 | 6.98% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 5,301 | $360,505.16 | $339,317.01 | -$21,188.15 | -5.88% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,602 | $310,358.88 | $287,947.14 | -$22,411.74 | -7.22% |
Patrick M. Markey Northcape Wealth Management LLC | 5,888 | $397,744.6 | $376,832 | -$20,912.6 | -5.26% |