| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Michael Ryan Whelan Financial | 5,008 | $507,438.43 | $731,117.97 | $223,679.54 | 44.08% |
| EY Ellen York T. Rowe Price Investment Management Inc. | 277,054 | $32.35M | $40.45M | $8.1M | 25.04% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,486 | $212,141 | $216,941.15 | $4,800.15 | 2.26% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 9 | $1,055.22 | $1,313.91 | $258.69 | 24.52% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,010 | $203,324.82 | $293,439.92 | $90,115.1 | 44.32% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 941 | $111,317.31 | $137,376.6 | $26,059.29 | 23.41% |
Arlie W. Green Fortress Wealth Management Inc. | 12,780 | $1.29M | $1.87M | $573,694.33 | 44.4% |
Ana-Maria Ignat Covestor Ltd | 706 | $81,042.56 | $103,068.95 | $22,026.39 | 27.18% |
| SP Samantha Pierangeli City State Bank | 300 | $18,270 | $43,797 | $25,527 | 139.72% |
| NG Nathan Geraci ETF Store Inc. | 2,058 | $216,316.38 | $300,447.44 | $84,131.06 | 38.89% |
| WJ William Jollie Quent Capital LLC | 149 | $17,627.53 | $21,752.51 | $4,124.98 | 23.4% |
Michael Byun SageView Advisory Group LLC | 45 | $5,177 | $6,569.55 | $1,392.55 | 26.9% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 2,802 | $234,160.2 | $409,064.01 | $174,903.81 | 74.69% |
Katie Christensen iSAM Funds UKK) Ltd | 4,862 | $548,385 | $709,803.43 | $161,418.43 | 29.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,147 | $242,225.53 | $459,430.56 | $217,205.03 | 89.67% |
Kevin Zemann WealthPlan Investment Management LLC | 4,270 | $295,927.76 | $623,377.34 | $327,449.58 | 110.65% |
Albert Moore First National Advisers LLC | 2,724 | $278,363.4 | $397,676.79 | $119,313.39 | 42.86% |
Mariana Coli Dunhill Financial LLC | 14 | $1,628.61 | $2,043.86 | $415.25 | 25.5% |
| DP Drew Phillips Fortitude Family Office LLC | 55 | $6,042.57 | $8,029.45 | $1,986.88 | 32.88% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 3,387 | $282,882 | $494,468.16 | $211,586.16 | 74.8% |