| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Whalen Whalen Wealth Management Inc. | 11,779 | $1.95M | $1.45M | -$495,761.86 | -25.49% |
Kea Molnar Cromwell Holdings LLC | 7,385 | $535,635.61 | $908,798.09 | $373,162.48 | 69.67% |
David Spratt Badgley Phelps Wealth Managers LLC | 66,270 | $9.29M | $8.16M | -$1.14M | -12.24% |
Dinan Hu R Squared Ltd | 5,205 | $864,047.81 | $824,628.15 | -$39,419.66 | -4.56% |
Nathan C. Goodman Family Investment Center Inc. | 4,030 | $470,180 | $495,931.79 | $25,751.79 | 5.48% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 1,950 | $267,895.5 | $239,967 | -$27,928.5 | -10.43% |
Kevin Batstone BayBridge Capital Group LLC | 14,360 | $1.36M | $1.77M | $411,600.31 | 30.36% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 85,516 | $9.8M | $10.52M | $724,891.05 | 7.4% |
| SCM Spring Capital Management LLC Spring Capital Management LLC | 3,500 | $357,280 | $430,709.99 | $73,429.99 | 20.55% |
Bradley W. Clark Paladin Advisory Group LLC | 200 | $1,690 | $24,612 | $22,922 | 1,356.33% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 3,815 | $302,392.44 | $469,473.89 | $167,081.45 | 55.25% |
Ashish Sharma DGS Capital Management LLC | 72,909 | $9.95M | $8.97M | -$982,309.74 | -9.87% |
Nancy Kay Cross Staff Investments Inc. | 3,300 | $463,686 | $406,097.99 | -$57,588.01 | -12.42% |
Matthew Liebman Amplius Wealth Advisors LLC | 3,449 | $479,682.15 | $424,433.93 | -$55,248.22 | -11.52% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 15,491 | $2.83M | $1.91M | -$919,545.79 | -32.54% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 10,744 | $1.17M | $1.32M | $147,191.35 | 12.53% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 36,067 | $3.08M | $4.44M | $1.36M | 44.33% |
Matthew B. Boersen Straight Path Wealth Management | 17,959 | $2.45M | $2.21M | -$235,876.89 | -9.64% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 4,414 | $674,894.01 | $543,186.83 | -$131,707.18 | -19.52% |
| JPM Justin P. Mason Keb Asset Management LLC | 1,344 | $243,148.64 | $165,392.64 | -$77,756 | -31.98% |