| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 103 | $17,011.84 | $14,497.25 | -$2,514.59 | -14.78% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,349 | $2.05M | $1.87M | -$183,949.22 | -8.97% |
Vaughan Nelson Vaughan Nelson Investment Management LP | 315,349 | $39.96M | $44.9M | $4.93M | 12.35% |
| BG Bart Gancher Intech Investment Management LLC | 4,337 | $764,271.04 | $606,838.68 | -$157,432.36 | -20.6% |
| YA Yinka Akinsola Blue Trust Inc. | 266 | $32,567.91 | $37,500.81 | $4,932.9 | 15.15% |
Jeff Ameen Spire Wealth Management | 157 | $16,629.44 | $21,703.68 | $5,074.24 | 30.51% |
| MD Michelle Dubey Yousif Capital Management LLC | 5,562 | $221,063.3 | $791,861.94 | $570,798.64 | 258.21% |
Kyle P. Smith NewEdge Wealth LLC | 9,744 | $1.61M | $1.37M | -$238,425.21 | -14.79% |
Joseph Castro Nuveen LLC | 61,911 | $7.99M | $8.75M | $753,820.86 | 9.43% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 34,522 | $4.48M | $4.94M | $466,836.53 | 10.43% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 3,031 | $446,709.4 | $428,249.99 | -$18,459.41 | -4.13% |
Bobby Adusumilli SJS Investment Consulting Inc. | 3 | $429.87 | $429.72 | -$0.15 | -0.03% |
Candace Cavalier Congress Wealth Management LLC / DE / | 24,923 | $3.54M | $3.57M | $32,150.67 | 0.91% |
Ana-Maria Ignat Covestor Ltd | 262 | $47,872.64 | $37,155.53 | -$10,717.11 | -22.39% |
Dalila Toledo Ascent Group LLC | 28,571 | $4.11M | $4.07M | -$36,840.25 | -0.9% |
| EW Ed West Values First Advisors Inc. | 9,855 | $337,510.79 | $1.4M | $1.06M | 314.09% |
Michael Byun SageView Advisory Group LLC | 2,281 | $290,821.12 | $325,019.69 | $34,198.57 | 11.76% |
| JG John Ginter Callan Family Office LLC | 19,116 | $3.02M | $2.73M | -$283,437.09 | -9.4% |
Lukas Lindgren Abound Wealth Management | 1 | $47.75 | $141.69 | $93.94 | 196.73% |
| DP Drew Phillips Fortitude Family Office LLC | 9 | $1,411.19 | $1,294.74 | -$116.45 | -8.25% |