| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 1,206 | $670,809.84 | $877,968 | $207,158.16 | 30.88% |
Andrew J. Whalen Whalen Wealth Management Inc. | 523 | $387,005 | $375,456.47 | -$11,548.53 | -2.98% |
| MR Michael Ryan Whelan Financial | 975 | $414,763.25 | $709,692.75 | $294,929.5 | 71.11% |
Nancy Williamson Helen Stephens Group LLC | 2,820 | $1.85M | $2.02M | $176,882.67 | 9.58% |
David Spratt Badgley Phelps Wealth Managers LLC | 5,137 | $1.84M | $3.68M | $1.83M | 99.42% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 1,787 | $567,961.34 | $1.29M | $723,628.65 | 127.41% |
Lindsay Voak Greenland Capital Management LP | 1,403 | $968,206.86 | $1.01M | $39,652.22 | 4.1% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 2,444 | $1.8M | $1.77M | -$25,344.33 | -1.41% |
Nathan C. Goodman Family Investment Center Inc. | 2,666 | $1.17M | $1.94M | $768,815.74 | 65.6% |
| RE Rod Ehrlich Wayfinding Financial LLC | 533 | $275,901.77 | $385,433.62 | $109,531.85 | 39.7% |
Kevin Batstone BayBridge Capital Group LLC | 6,359 | $2.87M | $4.62M | $1.74M | 60.64% |
Kaitlin Yardley Schaeffer Financial LLC | 336 | $247,430.41 | $238,381.92 | -$9,048.49 | -3.66% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,671 | $4.04M | $5.56M | $1.52M | 37.6% |
Ryan Charles Stout Theory Financial LLC | 356 | $196,383.84 | $259,103.92 | $62,720.08 | 31.94% |
Bradley W. Clark Paladin Advisory Group LLC | 6,798 | $2.56M | $4.87M | $2.31M | 90.23% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 660 | $364,082.4 | $469,583.4 | $105,501 | 28.98% |
Ashish Sharma DGS Capital Management LLC | 1,095 | $506,292.28 | $780,110.85 | $273,818.57 | 54.08% |
Armand Doucette Surience Private Wealth LLC | 12,846 | $8.8M | $9.31M | $509,137.5 | 5.78% |
Brad Van Aken Agate Pass Investment Management LLC | 1,296 | $736,467.18 | $944,252.64 | $207,785.46 | 28.21% |
Marc Dacanay Geometric Wealth Advisors | 2,471 | $1.04M | $1.79M | $752,870.44 | 72.41% |