| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Davis Burns Matteson Capital Management LLC | 922 | $224,884.21 | $351,134.48 | $126,250.27 | 56.14% |
| TR Tracy Richards FIDELIS iM LLC | 5,193 | $2.34M | $2.05M | -$288,990.45 | -12.37% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,304 | $676,707.55 | $910,656 | $233,948.45 | 34.57% |
Andrew J. Whalen Whalen Wealth Management Inc. | 3,120 | $1.22M | $1.23M | $12,840.4 | 1.06% |
Kea Molnar Cromwell Holdings LLC | 7,616 | $1.97M | $2.9M | $932,332.23 | 47.4% |
| RL Rebecca Loeffler Corus Family Wealth Advisors | 2,839 | $909,793.56 | $1.12M | $208,971.17 | 22.97% |
| MR Michael Ryan Whelan Financial | 3,259 | $1.09M | $1.28M | $198,107.52 | 18.24% |
| NW Nancy Williamson Helen Stephens Group LLC | 609 | $273,879.48 | $239,988.63 | -$33,890.85 | -12.37% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 71,801 | $21.64M | $28.43M | $6.79M | 31.39% |
| DH Dinan Hu R Squared Ltd | 5,649 | $2.1M | $2.24M | $136,899.88 | 6.52% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,696 | $698,976.27 | $1.07M | $368,597.67 | 52.73% |
| NCG Nathan C. Goodman Family Investment Center Inc. | 800 | $341,314.41 | $316,787.52 | -$24,526.89 | -7.19% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 616 | $224,893.24 | $243,926.39 | $19,033.15 | 8.46% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,699 | $623,848.56 | $672,777.5 | $48,928.94 | 7.84% |
Kevin Batstone BayBridge Capital Group LLC | 3,842 | $1.41M | $1.46M | $47,687.4 | 3.37% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 55,917 | $14.54M | $21.3M | $6.75M | 46.42% |
Bradley W. Clark Paladin Advisory Group LLC | 354 | $73,440.84 | $139,791.06 | $66,350.22 | 90.35% |
| PJR Paige Johnson Roth Pine Haven Investment Counsel Inc. | 2,254 | $793,610.67 | $892,548.84 | $98,938.17 | 12.47% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,612 | $880,498.19 | $1.03M | $151,581.37 | 17.22% |
Ashish Sharma DGS Capital Management LLC | 8,311 | $2.68M | $3.28M | $601,020.55 | 22.4% |