| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 319 | $70,396.49 | $68,565.86 | -$1,830.63 | -2.6% |
Kea Molnar Cromwell Holdings LLC | 1,222 | $189,997 | $264,856.28 | $74,859.28 | 39.4% |
David Spratt Badgley Phelps Wealth Managers LLC | 1,321 | $325,256.62 | $285,071.8 | -$40,184.82 | -12.35% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 7,650 | $1.88M | $1.65M | -$232,713 | -12.35% |
| RE Rod Ehrlich Wayfinding Financial LLC | 2,122 | $415,161.45 | $465,736.56 | $50,575.11 | 12.18% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 28,693 | $5.29M | $6.22M | $928,028.53 | 17.54% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,097 | $227,441.15 | $236,908.12 | $9,466.97 | 4.16% |
Matthew Liebman Amplius Wealth Advisors LLC | 1,003 | $246,958.66 | $220,138.44 | -$26,820.22 | -10.86% |
Paul N. Clark Mi LLCapital Management LLC | 2,076 | $261,472.2 | $448,000.8 | $186,528.6 | 71.34% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,606 | $1.29M | $1.2M | -$82,671.61 | -6.42% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,115 | $362,278.31 | $456,417 | $94,138.69 | 25.99% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,585 | $507,367.67 | $557,843 | $50,475.33 | 9.95% |
| JPM Justin P. Mason Keb Asset Management LLC | 71 | $17,481.62 | $15,321.8 | -$2,159.82 | -12.35% |
Scott Ungar BlackDiamond Wealth Management LLC | 3,021 | $630,427.67 | $663,049.08 | $32,621.41 | 5.17% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 3,467 | $725,595.98 | $748,178.6 | $22,582.62 | 3.11% |
| HC Harry Cowley Stonegate Investment Group LLC | 3,179 | $556,110.91 | $686,028.2 | $129,917.29 | 23.36% |
Dominic Corabi Wedmont Private Capital | 12,341 | $2.49M | $2.68M | $190,342.06 | 7.65% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 2,344 | $498,110.76 | $514,461.12 | $16,350.36 | 3.28% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,342 | $264,678.22 | $289,657.28 | $24,979.06 | 9.44% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 4,112 | $832,739.43 | $902,501.76 | $69,762.33 | 8.38% |