| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kea Molnar Cromwell Holdings LLC | 1,662 | $118,988.16 | $135,677.37 | $16,689.21 | 14.03% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 50,869 | $3.85M | $4.15M | $306,135.03 | 7.96% |
| SM Stacey Madison VELA Investment Management LLC | 52,773 | $3.8M | $4.31M | $505,286.64 | 13.29% |
| DH Dinan Hu R Squared Ltd | 5,902 | $434,918.3 | $481,750.75 | $46,832.45 | 10.77% |
| EY Ellen York T. Rowe Price Investment Management Inc. | 19,452 | $1.39M | $1.57M | $180,147.6 | 12.97% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,843 | $505,657.49 | $559,004.67 | $53,347.18 | 10.55% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 268 | $20,040.13 | $21,614.2 | $1,574.07 | 7.85% |
Brad Van Aken Agate Pass Investment Management LLC | 7,114 | $554,699.99 | $576,305.14 | $21,605.15 | 3.89% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,223 | $238,228.29 | $260,063.87 | $21,835.58 | 9.17% |
Kathleen Halliwell DMKC Advisory Services LLC | 50,338 | $3.89M | $4.08M | $184,947.52 | 4.75% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,706 | $735,012.11 | $781,235.94 | $46,223.83 | 6.29% |
| PMM Patrick M. Markey Northcape Wealth Management LLC | 4,211 | $320,578.57 | $341,133.11 | $20,554.54 | 6.41% |
| HC Harry Cowley Stonegate Investment Group LLC | 3,150 | $242,843.22 | $254,047.5 | $11,204.28 | 4.61% |
| DC Dominic Corabi Wedmont Private Capital | 7,110 | $534,320.04 | $586,326.15 | $52,006.11 | 9.73% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 14,281 | $1.17M | $1.15M | -$13,304.94 | -1.14% |
Candace Cavalier Congress Wealth Management LLC / DE / | 58,161 | $4.43M | $4.69M | $261,348.93 | 5.9% |
| SP Shaun Peterson Peterson Wealth Services | 37 | $3,046.58 | $2,985.53 | -$61.05 | -2% |
| TJ Taylor Jobe MKT Advisors LLC | 5,129 | $401,947.37 | $413,859.01 | $11,911.64 | 2.96% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 3,673 | $267,281.83 | $299,845.35 | $32,563.52 | 12.18% |
Katherine Andersen Western Pacific Wealth Management LP | 5,810 | $438,446.1 | $468,808.9 | $30,362.8 | 6.93% |