| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 26,338 | $892,903.62 | $958,571.51 | $65,667.89 | 7.35% |
Bobby Adusumilli SJS Investment Consulting Inc. | 318 | $11,085.96 | $11,587.92 | $501.96 | 4.53% |
Kea Molnar Cromwell Holdings LLC | 50 | $2,050.92 | $1,821.75 | -$229.17 | -11.17% |
Stacey Madison VELA Investment Management LLC | 134,472 | $4.48M | $4.96M | $480,879.95 | 10.73% |
Ellen York T. Rowe Price Investment Management Inc. | 1.01M | $39.19M | $38.81M | -$378,847.26 | -0.97% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 9,293 | $307,130.14 | $339,055.1 | $31,924.96 | 10.39% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,112 | $73,542.72 | $77,362.56 | $3,819.84 | 5.19% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 9,310 | $314,011.52 | $357,317.8 | $43,306.28 | 13.79% |
| HC Harry Cowley Stonegate Investment Group LLC | 56,132 | $2.26M | $2.15M | -$108,334.76 | -4.79% |
Dominic Corabi Wedmont Private Capital | 28,795 | $921,507.65 | $1.05M | $128,789.97 | 13.98% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2 | $70.1 | $73.08 | $2.98 | 4.25% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 200 | $6,951 | $7,568 | $617 | 8.88% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,689 | $71,681.16 | $64,722.48 | -$6,958.68 | -9.71% |
Clint Dunn Beaird Harris Wealth Management LLC | 10 | $335.6 | $383.75 | $48.15 | 14.35% |
Penny A. Phillips Journey Strategic Wealth LLC | 9,428 | $378,442.54 | $362,695.16 | -$15,747.38 | -4.16% |
Ana-Maria Ignat Covestor Ltd | 1,844 | $60,207.75 | $67,195.36 | $6,987.61 | 11.61% |
Bill McVay Red Tortoise LLC | 233 | $6,575.91 | $8,940.21 | $2,364.3 | 35.95% |
W. Travis McKinney HB Wealth Management LLC | 22,249 | $806,955.77 | $810,753.56 | $3,797.79 | 0.47% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 63,600 | $2.16M | $2.41M | $242,316.06 | 11.2% |
William Jollie Quent Capital LLC | 3,635 | $122,058.75 | $132,459.4 | $10,400.65 | 8.52% |