| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,975 | $734,967.53 | $937,066.12 | $202,098.59 | 27.5% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 59,824 | $8.64M | $11.11M | $2.48M | 28.65% |
Janet Messer FRG Family Wealth Advisors LLC | 2,698 | $259,655.52 | $503,042.1 | $243,386.58 | 93.73% |
Christopher Davis Burns Matteson Capital Management LLC | 2,389 | $207,782.74 | $438,309.83 | $230,527.09 | 110.95% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,868 | $359,229.11 | $542,596.92 | $183,367.81 | 51.04% |
| MR Michael Ryan Whelan Financial | 1,404 | $267,490.08 | $265,370.03 | -$2,120.05 | -0.79% |
Nancy Williamson Helen Stephens Group LLC | 1,332 | $253,772.64 | $247,339.08 | -$6,433.56 | -2.54% |
David Spratt Badgley Phelps Wealth Managers LLC | 10,299 | $917,155 | $1.91M | $991,568.97 | 108.11% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,618 | $232,225.84 | $490,587.02 | $258,361.18 | 111.25% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,203 | $229,195.56 | $225,430.17 | -$3,765.39 | -1.64% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 339,185 | $32.43M | $64.1M | $31.67M | 97.68% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 15,462 | $1.88M | $2.91M | $1.03M | 54.55% |
Ryan Charles Stout Theory Financial LLC | 30,217 | $4.45M | $5.71M | $1.26M | 28.37% |
Bradley W. Clark Paladin Advisory Group LLC | 4,268 | $322,276.68 | $791,244.52 | $468,967.84 | 145.52% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 434 | $37,731.96 | $79,908.08 | $42,176.12 | 111.78% |
Ashish Sharma DGS Capital Management LLC | 1,739 | $231,113.1 | $320,845.5 | $89,732.4 | 38.83% |
Armand Doucette Surience Private Wealth LLC | 29,247 | $5.62M | $5.37M | -$249,919.38 | -4.45% |
Brad Van Aken Agate Pass Investment Management LLC | 36,075 | $4.33M | $6.83M | $2.49M | 57.56% |
Marc Dacanay Geometric Wealth Advisors | 7,976 | $886,278.68 | $1.5M | $616,160.44 | 69.52% |
Matthew Liebman Amplius Wealth Advisors LLC | 6,398 | $445,540.44 | $1.19M | $741,544.48 | 166.44% |