| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Spratt Badgley Phelps Wealth Managers LLC | 12,834 | $723,165.14 | $793,462.05 | $70,296.91 | 9.72% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 22,600 | $1.15M | $1.41M | $257,548 | 22.36% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 9,315 | $546,694.7 | $566,212.27 | $19,517.57 | 3.57% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 28 | $1,820 | $1,745.1 | -$74.9 | -4.12% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,855 | $181,048 | $175,325.55 | -$5,722.45 | -3.16% |
| JPM Justin P. Mason Keb Asset Management LLC | 434 | $21,079.38 | $26,434.94 | $5,355.56 | 25.41% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 5,807 | $282,045.99 | $361,718.03 | $79,672.04 | 28.25% |
| HC Harry Cowley Stonegate Investment Group LLC | 5,720 | $276,519.88 | $356,642 | $80,122.12 | 28.98% |
Dominic Corabi Wedmont Private Capital | 24,582 | $1.32M | $1.49M | $170,516.46 | 12.88% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 6,427 | $405,284.63 | $394,521.39 | -$10,763.24 | -2.66% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 39 | $1,926.99 | $2,372.37 | $445.38 | 23.11% |
Candace Cavalier Congress Wealth Management LLC / DE / | 13,609 | $658,135.39 | $824,297.13 | $166,161.74 | 25.25% |
Shaun Peterson Peterson Wealth Services | 1,000 | $47,250 | $61,385 | $14,135 | 29.92% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,122 | $183,558.08 | $194,656.7 | $11,098.62 | 6.05% |
John Keene Keene & Associates Inc. | 10,389 | $469,331.27 | $631,962.87 | $162,631.6 | 34.65% |
Bert Miller Miller Wealth Advisors LLC | 951 | $52,481.52 | $57,697.17 | $5,215.65 | 9.94% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 18 | $1,170 | $1,111.45 | -$58.55 | -5% |
Jeffrey Kearns Kearns & Associates LLC | 11,368 | $701,006.68 | $709,647.4 | $8,640.72 | 1.23% |
| MS Marek Sestak Czech National Bank | 209,670 | $11.92M | $13.05M | $1.13M | 9.45% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,614 | $502,746.26 | $537,169.04 | $34,422.78 | 6.85% |