| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Endelman Independent Wealth Network Inc. | 2,519 | $369,159.45 | $327,243.29 | -$41,916.16 | -11.35% |
Larry Herold Herold Advisors Inc. | 5,301 | $533,236.53 | $688,122.81 | $154,886.28 | 29.05% |
Alexander Eichhorn Tanager Wealth Management LLP | 3,433 | $420,002.51 | $450,443.93 | $30,441.42 | 7.25% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 189,054 | $19.81M | $25.25M | $5.45M | 27.51% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 9,158 | $1.43M | $1.19M | -$234,175.66 | -16.42% |
Janet Messer FRG Family Wealth Advisors LLC | 6,471 | $282,539.91 | $850,030.56 | $567,490.65 | 200.85% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 4,989 | $652,057.12 | $651,413.73 | -$643.39 | -0.1% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,445 | $405,583.66 | $194,273.02 | -$211,310.64 | -52.1% |
Andrew J. Whalen Whalen Wealth Management Inc. | 6,510 | $1.12M | $844,419.26 | -$272,442.77 | -24.39% |
Kea Molnar Cromwell Holdings LLC | 5,391 | $769,414.6 | $724,927.77 | -$44,486.83 | -5.78% |
| MR Michael Ryan Whelan Financial | 2,814 | $598,349.01 | $378,243.81 | -$220,105.2 | -36.79% |
David Spratt Badgley Phelps Wealth Managers LLC | 116,576 | $12.03M | $15.14M | $3.12M | 25.91% |
Dinan Hu R Squared Ltd | 5,684 | $834,508.5 | $729,683.5 | -$104,825 | -12.56% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 16,100 | $2.36M | $2.08M | -$282,716 | -11.98% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 4,375 | $503,118.25 | $577,806.25 | $74,688 | 14.85% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,387 | $203,264.85 | $182,688.7 | -$20,576.15 | -10.12% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 10,838 | $1.59M | $1.46M | -$130,760.47 | -8.23% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 56,518 | $8.24M | $7.55M | -$687,460.81 | -8.34% |
| SCM Spring Capital Management LLC Spring Capital Management LLC | 60,246 | $5.54M | $8M | $2.46M | 44.28% |
Bradley W. Clark Paladin Advisory Group LLC | 249 | $23,137.08 | $32,234.29 | $9,097.21 | 39.32% |