| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dinan Hu R Squared Ltd | 4,419 | $287,990.75 | $292,316.85 | $4,326.1 | 1.5% |
Ellen York T. Rowe Price Investment Management Inc. | 779,227 | $43.79M | $52.85M | $9.06M | 20.7% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,681 | $250,014 | $249,682.23 | -$331.77 | -0.13% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,048 | $376,997.52 | $476,726.72 | $99,729.2 | 26.45% |
Ana-Maria Ignat Covestor Ltd | 8 | $714 | $541.84 | -$172.16 | -24.11% |
William Jollie Quent Capital LLC | 16 | $1,428 | $1,085.12 | -$342.88 | -24.01% |
Patricia A. Thompson Leeward Investments LLC - MA | 197,207 | $14.23M | $13.05M | -$1.18M | -8.3% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 332,729 | $15.68M | $22.39M | $6.72M | 42.84% |
Drew Phillips Fortitude Family Office LLC | 36 | $2,330 | $2,441.52 | $111.52 | 4.79% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 126 | $8,153.5 | $8,545.32 | $391.82 | 4.81% |
Kevin Kroskey True Wealth Design LLC | 16 | $636.07 | $1,083.12 | $447.05 | 70.28% |
Alexandra Stickelman Root Financial Partners, LLC | 147 | $9,984 | $9,788.73 | -$195.27 | -1.96% |
Courtney Holt Compound Planning, Inc. | 3,387 | $219,321.3 | $229,672.47 | $10,351.17 | 4.72% |
| AA Andrew Alkon EntryPoint Capital, LLC | 18,303 | $851,259.93 | $1.22M | $369,001.08 | 43.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,134 | $77,226.08 | $76,613.04 | -$613.04 | -0.79% |
Mathieu Cornu Pictet Asset Management Holding SA | 5,372 | $291,540.06 | $364,329.04 | $72,788.98 | 24.97% |
Jae Cho Marex Group plc | 4,500 | $401,625 | $304,155 | -$97,470 | -24.27% |
Syon Capital LLC SYON CAPITAL LLC | 2,469 | $220,358 | $166,287.15 | -$54,070.85 | -24.54% |
Curtis Burkholder Bare Financial Services, Inc | 36 | $2,290.19 | $2,438.64 | $148.45 | 6.48% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3 | $268 | $203.43 | -$64.57 | -24.09% |