| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 69,186 | $1.71M | $2.08M | $363,880.81 | 21.26% |
| YA Yinka Akinsola Blue Trust Inc. | 47,266 | $1.42M | $1.34M | -$88,550 | -6.22% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,510 | $526,704.1 | $486,054.4 | -$40,649.7 | -7.72% |
Joseph Castro Nuveen LLC | 202,409 | $5.69M | $5.72M | $27,860.32 | 0.49% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 825,409 | $17.31M | $24.32M | $7.01M | 40.49% |
| CCM Carmel Capital Management LLC Carmel Capital Management LLC | 270,525 | $7.1M | $8.1M | $1M | 14.14% |
Brian Baylis Bell Investment Advisors Inc. | 2,459 | $70,569.9 | $72,392.96 | $1,823.06 | 2.58% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 502,646 | $12.04M | $14.8M | $2.76M | 22.96% |
Larry Herold Herold Advisors Inc. | 28,950 | $546,286.5 | $870,671.25 | $324,384.75 | 59.38% |
Dinan Hu R Squared Ltd | 8,954 | $266,829.15 | $267,948.45 | $1,119.3 | 0.42% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 15,565 | $308,031.35 | $467,261.3 | $159,229.95 | 51.69% |
Ashish Sharma DGS Capital Management LLC | 8,830 | $274,861.37 | $263,972.85 | -$10,888.52 | -3.96% |
David Lemanski Channing Global Advisors LLC | 167,544 | $4.62M | $5.02M | $401,588.86 | 8.69% |
Candace Cavalier Congress Wealth Management LLC / DE / | 29,803 | $688,006.72 | $877,251.3 | $189,244.58 | 27.51% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 155,050 | $4.9M | $4.57M | -$333,483.01 | -6.8% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,132 | $242,333.6 | $243,634.72 | $1,301.12 | 0.54% |
Stefan Demuth Ameliora Wealth Management Ltd. | 700 | $20,902 | $21,105 | $203 | 0.97% |
W. Travis McKinney HB Wealth Management LLC | 14,710 | $417,713.18 | $433,062.4 | $15,349.22 | 3.67% |
| LF Lukas Feh LGT Group Foundation | 12,747 | $401,785.44 | $382,346.26 | -$19,439.18 | -4.84% |
| MC mike Chen Byrne Asset Management LLC | 350 | $10,451 | $10,463.25 | $12.25 | 0.12% |