| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Spratt Badgley Phelps Wealth Managers LLC | 76,644 | $23.68M | $23.85M | $176,399.19 | 0.75% |
Dinan Hu R Squared Ltd | 3,178 | $1.18M | $1.02M | -$159,535.74 | -13.5% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,684 | $696,866.79 | $863,040.2 | $166,173.41 | 23.85% |
Nathan C. Goodman Family Investment Center Inc. | 800 | $341,314.41 | $248,967.99 | -$92,346.42 | -27.06% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 618 | $225,734.44 | $205,676.58 | -$20,057.86 | -8.89% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,661 | $608,502.64 | $543,994.13 | -$64,508.51 | -10.6% |
Kevin Batstone BayBridge Capital Group LLC | 1,748 | $777,370.9 | $543,995.06 | -$233,375.84 | -30.02% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 59,509 | $16.06M | $18.52M | $2.46M | 15.35% |
Bradley W. Clark Paladin Advisory Group LLC | 354 | $73,440.84 | $110,168.34 | $36,727.5 | 50.01% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 2,254 | $793,610.67 | $701,467.32 | -$92,143.35 | -11.61% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,366 | $819,372.11 | $736,322.84 | -$83,049.27 | -10.14% |
Ashish Sharma DGS Capital Management LLC | 8,311 | $2.68M | $2.59M | -$96,438.65 | -3.59% |
Russell Silberstein Carmel Capital Partners LLC | 12,922 | $3.78M | $4.02M | $241,680.43 | 6.39% |
Matthew Liebman Amplius Wealth Advisors LLC | 1,352 | $391,756.48 | $420,755.91 | $28,999.43 | 7.4% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 661 | $185,755.02 | $205,709.8 | $19,954.78 | 10.74% |
Paul N. Clark Mi LLCapital Management LLC | 710 | $225,538.6 | $220,959.09 | -$4,579.51 | -2.03% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 62,866 | $26.98M | $21.52M | -$5.46M | -20.23% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 31,696 | $11.11M | $10.85M | -$256,365.83 | -2.31% |
Jonathan Davison Austin Asset Management Co. Inc. | 1,452 | $451,434.71 | $451,876.91 | $442.2 | 0.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 35,574 | $9.27M | $11.07M | $1.8M | 19.39% |