| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janet Messer FRG Family Wealth Advisors LLC | 7,336 | $463,214.12 | $1.66M | $1.2M | 258.79% |
Bobby Adusumilli SJS Investment Consulting Inc. | 240 | $49,413.93 | $54,372 | $4,958.07 | 10.03% |
Kea Molnar Cromwell Holdings LLC | 1,010 | $215,473 | $228,815.5 | $13,342.5 | 6.19% |
| MR Michael Ryan Whelan Financial | 1,936 | $426,023.84 | $438,600.8 | $12,576.96 | 2.95% |
David Spratt Badgley Phelps Wealth Managers LLC | 3,082 | $568,442.12 | $698,227.1 | $129,784.98 | 22.83% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 10,100 | $2.25M | $2.3M | $48,379 | 2.15% |
Ellen York T. Rowe Price Investment Management Inc. | 22,115 | $5.05M | $4.97M | -$81,152.78 | -1.61% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 1,000 | $179,100 | $226,600 | $47,500 | 26.52% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,222 | $247,634.43 | $276,563.04 | $28,928.61 | 11.68% |
Kevin Batstone BayBridge Capital Group LLC | 4,973 | $902,858.14 | $1.13M | $223,775.01 | 24.79% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,614 | $1.65M | $1.72M | $73,934.64 | 4.48% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,266 | $221,325.8 | $286,812.3 | $65,486.5 | 29.59% |
Ashish Sharma DGS Capital Management LLC | 2,082 | $466,317.82 | $471,677.1 | $5,359.28 | 1.15% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,467 | $450,499.82 | $558,898.85 | $108,399.03 | 24.06% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 14,847 | $3.24M | $3.33M | $91,506.14 | 2.82% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,091 | $525,967.71 | $694,084.05 | $168,116.34 | 31.96% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,791 | $930,215.32 | $1.09M | $155,185.73 | 16.68% |
Patrick M. Markey Northcape Wealth Management LLC | 12,242 | $2.69M | $2.79M | $96,372.32 | 3.58% |
Michael Capobianco MWA Asset Management | 6,285 | $1.13M | $1.42M | $296,297.93 | 26.28% |
Scott Ungar BlackDiamond Wealth Management LLC | 1,592 | $266,724.57 | $360,747.2 | $94,022.63 | 35.25% |