| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,177 | $74,758.18 | $118,570.3 | $43,812.12 | 58.61% |
Marc Dacanay Geometric Wealth Advisors | 5,180 | $210,463.4 | $281,999.2 | $71,535.8 | 33.99% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,192 | $104,185.76 | $119,387.28 | $15,201.52 | 14.59% |
Jonathan Davison Austin Asset Management Co. Inc. | 24,266 | $833,291.92 | $1.32M | $487,749.12 | 58.53% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,125 | $439,985.02 | $606,256.87 | $166,271.85 | 37.79% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 915 | $28,392.45 | $49,844.62 | $21,452.17 | 75.56% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,154 | $471,479.58 | $607,614.15 | $136,134.57 | 28.87% |
Matt Shibata Morling Financial Advisors LLC | 10,820 | $416,245.4 | $589,311.3 | $173,065.9 | 41.58% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 503,630 | $18.05M | $27.44M | $9.39M | 52.03% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 668,275 | $22.55M | $36.4M | $13.85M | 61.41% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 7,514 | $307,713.08 | $409,325.15 | $101,612.07 | 33.02% |
Caitlin Garner SC&H Financial Advisors Inc. | 14,435 | $491,739.78 | $786,635.32 | $294,895.54 | 59.97% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 750 | $25,755 | $40,871.25 | $15,116.25 | 58.69% |
Katherine Saltonstall Sandy Cove Advisors LLC | 4,715 | $213,165.15 | $256,943.92 | $43,778.77 | 20.54% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 145 | $5,891.35 | $7,901.77 | $2,010.42 | 34.12% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 28,269 | $1.08M | $1.54M | $461,958.47 | 42.83% |
| RK Russell Kartub Insight Inv LLC | 5,205 | $209,969.7 | $283,646.47 | $73,676.77 | 35.09% |
Brian Ramsay Wealthspan Partners LLC | 27,575 | $974,526.3 | $1.5M | $529,000.57 | 54.28% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 148,735 | $6.75M | $8.11M | $1.36M | 20.23% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,301 | $363,790.65 | $616,469.55 | $252,678.9 | 69.46% |