| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tracy Richards FIDELIS iM LLC | 231,723 | $11.5M | $11.51M | $8,473.21 | 0.07% |
Bobby Adusumilli SJS Investment Consulting Inc. | 319,415 | $15.72M | $15.86M | $145,752.03 | 0.93% |
| MR Michael Ryan Whelan Financial | 4,989 | $246,755.94 | $247,753.74 | $997.8 | 0.4% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 20,533 | $1.03M | $1.02M | -$5,954.57 | -0.58% |
| CB Charles Brewster Brewster Financial Planning LLC | 8,601 | $429,162.29 | $427,125.66 | -$2,036.63 | -0.47% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,368 | $68,142.88 | $67,934.88 | -$208 | -0.31% |
Armand Doucette Surience Private Wealth LLC | 9,096 | $454,345.2 | $451,707.36 | -$2,637.84 | -0.58% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 256,344 | $12.73M | $12.74M | $12,750.45 | 0.1% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 6,186 | $310,722.78 | $307,506.06 | -$3,216.72 | -1.04% |
Jonathan Davison Austin Asset Management Co. Inc. | 85,089 | $4.28M | $4.23M | -$51,631.42 | -1.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 18,512 | $922,006.07 | $919,305.92 | -$2,700.15 | -0.29% |
John D. Valleau Jr. ShankerValleau Wealth Advisors Inc. | 188,667 | $9.19M | $9.37M | $178,297.78 | 1.94% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 358,555 | $17.61M | $17.79M | $177,176.34 | 1.01% |
Lynn A. Jackson Dopkins Wealth Management LLC | 24,366 | $1.2M | $1.21M | $7,919.92 | 0.66% |
Dominic Corabi Wedmont Private Capital | 6,518 | $329,724.82 | $323,683.88 | -$6,040.94 | -1.83% |
Candace Cavalier Congress Wealth Management LLC / DE / | 870,067 | $42.89M | $43.21M | $314,979.07 | 0.73% |
Stanley D. Royer Claris Advisors LLC / Mo / | 31,736 | $1.57M | $1.58M | $3,444.18 | 0.22% |
Kevin Siebert Atmos Advisory LLC | 313,874 | $14.98M | $15.59M | $607,197.12 | 4.05% |
Barry Oliver Capital Performance Advisors LLP | 19,965 | $967,649.12 | $992,460.15 | $24,811.03 | 2.56% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 55,440 | $2.64M | $2.75M | $112,468.94 | 4.26% |