| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Whalen Whalen Wealth Management Inc. | 21,814 | $502,958.55 | $482,743.82 | -$20,214.73 | -4.02% |
Kea Molnar Cromwell Holdings LLC | 163 | $2,982.73 | $4,298.31 | $1,315.58 | 44.11% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 9,850 | $242,408 | $217,783.5 | -$24,624.5 | -10.16% |
Ellen York T. Rowe Price Investment Management Inc. | 28.75M | $646.87M | $680.53M | $33.66M | 5.2% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 14,103 | $286,306.2 | $372,178.17 | $85,871.97 | 29.99% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,980 | $47,381.4 | $52,212.6 | $4,831.2 | 10.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,420 | $29,509.14 | $63,863.8 | $34,354.66 | 116.42% |
Dominic Corabi Wedmont Private Capital | 10,978 | $262,703.54 | $289,489.86 | $26,786.32 | 10.2% |
William T. Hedges Hedges Asset Management LLC | 75,000 | $884,579 | $1.98M | $1.09M | 123.58% |
John Keene Keene & Associates Inc. | 29,230 | $302,577.67 | $771,379.7 | $468,802.03 | 154.94% |
Clint Dunn Beaird Harris Wealth Management LLC | 5 | $100.7 | $131.85 | $31.15 | 30.93% |
Ana-Maria Ignat Covestor Ltd | 933 | $13,323.24 | $20,637.96 | $7,314.72 | 54.9% |
Lonny Elfenbein West Michigan Advisors LLC | 109,903 | $2.6M | $2.9M | $302,340.32 | 11.65% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,553 | $261,081.22 | $278,282.61 | $17,201.39 | 6.59% |
Bill McVay Red Tortoise LLC | 408 | $6,079.2 | $10,758.96 | $4,679.76 | 76.98% |
W. Travis McKinney HB Wealth Management LLC | 13,797 | $288,668.76 | $364,102.83 | $75,434.07 | 26.13% |
William Jollie Quent Capital LLC | 299 | $6,021.86 | $6,613.88 | $592.02 | 9.83% |
Ed West Values First Advisors Inc. | 14,754 | $213,562.82 | $389,062.98 | $175,500.16 | 82.18% |
Taro Kuriyama Axq Capita LLP | 50,448 | $1.24M | $1.32M | $81,221.56 | 6.54% |
CJ Harrison DecisionPoint Financial LLC | 14 | $338 | $367.08 | $29.08 | 8.6% |