| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 98 | $12,134.24 | $12,729.71 | $595.47 | 4.91% |
Kea Molnar Cromwell Holdings LLC | 6 | $938.4 | $786.12 | -$152.28 | -16.23% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,023 | $254,938 | $268,270.03 | $13,332.03 | 5.23% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9 | $1,403.37 | $1,161.85 | -$241.52 | -17.21% |
Candace Cavalier Congress Wealth Management LLC / DE / | 59,118 | $9.47M | $7.67M | -$1.8M | -19% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 2,003 | $245,373.96 | $258,577.28 | $13,203.32 | 5.38% |
Ana-Maria Ignat Covestor Ltd | 303 | $36,775.13 | $40,030.84 | $3,255.71 | 8.85% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,357 | $490,017.98 | $443,510.05 | -$46,507.93 | -9.49% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $156.43 | $132.11 | -$24.32 | -15.55% |
| WJ William Jollie Quent Capital LLC | 34 | $4,544.44 | $4,500.07 | -$44.37 | -0.98% |
Michael Byun SageView Advisory Group LLC | 51 | $6,221 | $6,750.1 | $529.1 | 8.51% |
| TG Timothy Gerlach Novem Group | 2,645 | $322,583.77 | $350,078.97 | $27,495.2 | 8.52% |
| JG John Ginter Callan Family Office LLC | 7,351 | $899,021.68 | $981,726.05 | $82,704.37 | 9.2% |
Albert Moore First National Advisers LLC | 2,658 | $334,961.16 | $354,975.9 | $20,014.74 | 5.98% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 3,660 | $528,260.57 | $488,317.2 | -$39,943.37 | -7.56% |
| TP Tricia Peterson Mesirow Institutional Investment Management Inc. | 80,169 | $8.18M | $10.71M | $2.53M | 30.97% |
Mariana Coli Dunhill Financial LLC | 10 | $1,252.08 | $1,334.2 | $82.12 | 6.56% |
| DP Drew Phillips Fortitude Family Office LLC | 42 | $5,308.29 | $5,604.48 | $296.19 | 5.58% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,366 | $196,553.74 | $182,251.72 | -$14,302.02 | -7.28% |
Amy Hart Phillips Wealth Planners LLC | 1,762 | $211,370 | $235,121.28 | $23,751.28 | 11.24% |