| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Kelley Alliance Wealth Advisors LLC /UT | 17,303 | $343,549.33 | $410,773.22 | $67,223.89 | 19.57% |
| DC Donie Carlson DMC Group LLC | 26,319 | $650,653.28 | $621,917.97 | -$28,735.31 | -4.42% |
Bobby Adusumilli SJS Investment Consulting Inc. | 10,015 | $236,558.41 | $235,352.5 | -$1,205.91 | -0.51% |
Kea Molnar Cromwell Holdings LLC | 22,306 | $426,268 | $525,083.24 | $98,815.24 | 23.18% |
David Spratt Badgley Phelps Wealth Managers LLC | 11,683 | $338,690.17 | $276,010.87 | -$62,679.3 | -18.51% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 18,300 | $530,516.96 | $432,246 | -$98,270.96 | -18.52% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 157,888 | $3.24M | $3.72M | $482,523.49 | 14.91% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 16,211 | $319,286.62 | $382,093.27 | $62,806.65 | 19.67% |
Ashish Sharma DGS Capital Management LLC | 15,240 | $441,807.6 | $359,968.8 | -$81,838.8 | -18.52% |
Nancy Kay Cross Staff Investments Inc. | 12,636 | $221,537 | $298,588.68 | $77,051.68 | 34.78% |
Matthew Liebman Amplius Wealth Advisors LLC | 13,416 | $312,336.98 | $319,569.12 | $7,232.14 | 2.32% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 112,621 | $2.8M | $2.65M | -$150,912.14 | -5.39% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 39,499 | $1M | $933,558.86 | -$68,043.65 | -6.79% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 73,446 | $1.54M | $1.69M | $153,903.59 | 10% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 19,637 | $365,898.2 | $464,316.86 | $98,418.66 | 26.9% |
Michael Capobianco MWA Asset Management | 12,072 | $220,650.07 | $285,261.36 | $64,611.29 | 29.28% |
Scott Ungar BlackDiamond Wealth Management LLC | 15,025 | $359,209.48 | $356,843.75 | -$2,365.73 | -0.66% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 67,675 | $1.21M | $1.58M | $371,264.56 | 30.66% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 19,576 | $405,223.2 | $461,797.84 | $56,574.64 | 13.96% |
| HC Harry Cowley Stonegate Investment Group LLC | 52,707 | $1.02M | $1.24M | $220,069.61 | 21.49% |