| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 219 | $38,068.96 | $42,580.17 | $4,511.21 | 11.85% |
Michelle Dubey Yousif Capital Management LLC | 16,536 | $3.54M | $3.22M | -$322,251.04 | -9.11% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,380 | $778,905.12 | $845,778 | $66,872.88 | 8.59% |
Kyle P. Smith NewEdge Wealth LLC | 2,345 | $382,584.38 | $454,367.2 | $71,782.82 | 18.76% |
Joseph Castro Nuveen LLC | 1.07M | $191.31M | $207.83M | $16.52M | 8.63% |
Brian Baylis Bell Investment Advisors Inc. | 54 | $9,023.05 | $10,499.22 | $1,476.17 | 16.36% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,074 | $418,641.1 | $401,567.88 | -$17,073.22 | -4.08% |
Bobby Adusumilli SJS Investment Consulting Inc. | 303 | $52,606.68 | $58,912.29 | $6,305.61 | 11.99% |
Kea Molnar Cromwell Holdings LLC | 8 | $1,348 | $1,549.84 | $201.84 | 14.97% |
Christopher Moore Paralel Advisors LLC | 7,395 | $1.36M | $1.44M | $80,531.48 | 5.93% |
Lindsay Voak Greenland Capital Management LP | 2,000 | $405,060 | $391,220 | -$13,840 | -3.42% |
Ellen York T. Rowe Price Investment Management Inc. | 757,594 | $137.15M | $147.88M | $10.73M | 7.82% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,549 | $267,234.66 | $299,344.25 | $32,109.59 | 12.02% |
Dominic Corabi Wedmont Private Capital | 1,292 | $266,098.4 | $249,491.66 | -$16,606.74 | -6.24% |
Regan O'Neill Burkehill Global Management LP | 10,000 | $2.03M | $1.96M | -$69,300 | -3.42% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,086 | $201,007.74 | $212,513.91 | $11,506.17 | 5.72% |
Joshua Ryder Taff New Perspectives Inc. | 3,435 | $572,452.63 | $674,290.5 | $101,837.87 | 17.79% |
Ana-Maria Ignat Covestor Ltd | 454 | $80,875.56 | $88,271.22 | $7,395.66 | 9.14% |
W. Travis McKinney HB Wealth Management LLC | 1,922 | $329,974.47 | $373,694.46 | $43,719.99 | 13.25% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,164 | $215,505 | $227,131.32 | $11,626.32 | 5.39% |