| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 125 | $26,012.55 | $28,125 | $2,112.45 | 8.12% |
Kea Molnar Cromwell Holdings LLC | 1,923 | $387,125.5 | $432,732.69 | $45,607.19 | 11.78% |
Dinan Hu R Squared Ltd | 3,256 | $690,326.79 | $723,906.48 | $33,579.69 | 4.86% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 2,285 | $320,151.35 | $513,965.05 | $193,813.7 | 60.54% |
Ashish Sharma DGS Capital Management LLC | 1,436 | $355,039.32 | $320,070.04 | -$34,969.28 | -9.85% |
David Lemanski Channing Global Advisors LLC | 8,373 | $1.36M | $1.88M | $519,761.64 | 38.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 173 | $47,878.63 | $38,144.77 | -$9,733.86 | -20.33% |
Dominic Corabi Wedmont Private Capital | 2,052 | $439,252.61 | $461,658.96 | $22,406.35 | 5.1% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 1,139 | $280,433.19 | $256,525.58 | -$23,907.61 | -8.53% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 261 | $43,217.79 | $58,740.66 | $15,522.87 | 35.92% |
Candace Cavalier Congress Wealth Management LLC / DE / | 6,366 | $1.66M | $1.43M | -$225,426.38 | -13.6% |
M. Katherine Pieper Unionview LLC | 924 | $180,207.72 | $208,020.12 | $27,812.4 | 15.43% |
Michael Hogan Promethos Capital LLC | 144,421 | $28.57M | $32.49M | $3.93M | 13.75% |
Clint Dunn Beaird Harris Wealth Management LLC | 170 | $24,738.45 | $37,825 | $13,086.55 | 52.9% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,712 | $454,243.96 | $381,861.6 | -$72,382.36 | -15.93% |
Caroline Jankowski Operose Advisors LLC | 29 | $3,874.23 | $6,447.57 | $2,573.34 | 66.42% |
Kathryn Brown Morton Brown Family Wealth LLC | 48 | $14,596.8 | $10,715.52 | -$3,881.28 | -26.59% |
Sean Reitenbach Prosperity Consulting Group LLC | 17,432 | $3.4M | $3.89M | $485,655.52 | 14.28% |
James Langer Redmont Wealth Advisors LLC | 57 | $17,333.7 | $12,744.06 | -$4,589.64 | -26.48% |
W. Travis McKinney HB Wealth Management LLC | 11,966 | $2.91M | $2.69M | -$214,602.63 | -7.38% |