| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Baylis Bell Investment Advisors Inc. | 16 | $547.36 | $1,275.84 | $728.48 | 133.09% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 217,431 | $11.03M | $17.34M | $6.31M | 57.22% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $90.26 | $78.1 | -$12.16 | -13.47% |
Bobby Adusumilli SJS Investment Consulting Inc. | 84 | $6,946.67 | $6,698.16 | -$248.51 | -3.58% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,768 | $215,876.01 | $220,028.32 | $4,152.31 | 1.92% |
Candace Cavalier Congress Wealth Management LLC / DE / | 125,071 | $5.9M | $9.95M | $4.06M | 68.79% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 545 | $34,418.65 | $43,452.85 | $9,034.2 | 26.25% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,283 | $269,826.65 | $340,883.97 | $71,057.32 | 26.33% |
Ana-Maria Ignat Covestor Ltd | 537 | $38,211.24 | $42,820.38 | $4,609.14 | 12.06% |
W. Travis McKinney HB Wealth Management LLC | 6,913 | $446,049.12 | $551,242.62 | $105,193.5 | 23.58% |
Missy Straw Nilsine Partners LLC | 68,770 | $4.37M | $5.46M | $1.09M | 25.01% |
Michael Byun SageView Advisory Group LLC | 6,571 | $308,413.27 | $522,854.47 | $214,441.2 | 69.53% |
Katie Christensen iSAM Funds UKK) Ltd | 6,500 | $586,690 | $520,260 | -$66,430 | -11.32% |
CJ Harrison DecisionPoint Financial LLC | 2 | $184 | $159.48 | -$24.52 | -13.33% |
| JG John Ginter Callan Family Office LLC | 5,344 | $482,361 | $422,897.44 | -$59,463.56 | -12.33% |
Lansing A. Davis Davis Asset Management LP | 621,800 | $33.21M | $49.31M | $16.1M | 48.49% |
Mariana Coli Dunhill Financial LLC | 1 | $74.27 | $79.74 | $5.47 | 7.37% |
Drew Phillips Fortitude Family Office LLC | 186 | $15,669.69 | $14,831.64 | -$838.05 | -5.35% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,533 | $228,628.58 | $200,993.55 | -$27,635.03 | -12.09% |
Brian Matter Creative Capital Management Investments LLC | 24 | $2,166.24 | $1,913.76 | -$252.48 | -11.66% |