| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EY Ellen York T. Rowe Price Investment Management Inc. | 534,879 | $161.78M | $142.5M | -$19.28M | -11.92% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,007 | $233,593.38 | $262,273.16 | $28,679.78 | 12.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 150 | $31,019.5 | $40,195.5 | $9,176 | 29.58% |
| SP Shaun Peterson Peterson Wealth Services | 2,252 | $679,236.77 | $600,090.44 | -$79,146.33 | -11.65% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 249 | $29,023.44 | $65,193.18 | $36,169.74 | 124.62% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 976 | $326,526.05 | $263,920.16 | -$62,605.89 | -19.17% |
Ana-Maria Ignat Covestor Ltd | 212 | $41,068.64 | $56,941.08 | $15,872.44 | 38.65% |
Kathryn Brown Morton Brown Family Wealth LLC | 850 | $164,662 | $229,848.5 | $65,186.5 | 39.59% |
David Jarvis Corton Capital Inc. | 719 | $148,653.25 | $194,165.95 | $45,512.7 | 30.62% |
Jeremy Baltz Raleigh Capital Management Inc. | 9 | $2,718 | $2,417.31 | -$300.69 | -11.06% |
Dalila Toledo Ascent Group LLC | 892 | $307,945.16 | $240,300.34 | -$67,644.82 | -21.97% |
Michael Byun SageView Advisory Group LLC | 22 | $7,006 | $5,926.69 | -$1,079.31 | -15.41% |
Mark Fiskio Empirical Asset Management LLC | 2,143 | $736,337.39 | $577,313.48 | -$159,023.91 | -21.6% |
| TG Timothy Gerlach Novem Group | 2,889 | $668,237.71 | $778,282.15 | $110,044.44 | 16.47% |
| NB Nolan Baker Retirement Guys Formula LLC | 679 | $132,077.28 | $183,672.89 | $51,595.61 | 39.06% |
| SP Samuel Pressley Ridgepath Capital Management LLC | 1,276 | $248,506.65 | $344,085.14 | $95,578.49 | 38.46% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 4,432 | $487,258.72 | $1.19M | $704,749.84 | 144.64% |
| DP Drew Phillips Fortitude Family Office LLC | 25 | $6,660.23 | $6,693.5 | $33.27 | 0.5% |
Daniel Guy Ethos Financial Group LLC | 1,000 | $224,230 | $268,955 | $44,725 | 19.95% |
Amy Ardeel Icon Wealth Advisors LLC | 800 | $113,304 | $213,472 | $100,168 | 88.41% |