| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 902 | $267,912.94 | $289,442.78 | $21,529.84 | 8.04% |
| YA Yinka Akinsola Blue Trust Inc. | 856 | $192,814.19 | $280,819.36 | $88,005.17 | 45.64% |
Michelle Dubey Yousif Capital Management LLC | 7,088 | $691,710.17 | $2.33M | $1.63M | 236.17% |
John Nowicki LCM Capital Management Inc. | 1,000 | $206,750 | $328,060 | $121,310 | 58.67% |
Kyle P. Smith NewEdge Wealth LLC | 17,298 | $4.47M | $5.59M | $1.12M | 25.06% |
Joseph Castro Nuveen LLC | 100,600 | $23.86M | $33M | $9.14M | 38.31% |
Adam J. Peck Riverwater Partners LLC | 19,812 | $4.22M | $6.39M | $2.17M | 51.46% |
Sima Elimelech Activest Wealth Management | 1 | $283.13 | $328.06 | $44.93 | 15.87% |
Robert Tutela Essex LLC | 1,823 | $147,220.89 | $587,644.05 | $440,423.16 | 299.16% |
Brian Baylis Bell Investment Advisors Inc. | 36 | $7,143.34 | $11,810.16 | $4,666.82 | 65.33% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,109 | $505,447 | $1.02M | $514,491.54 | 101.79% |
Bobby Adusumilli SJS Investment Consulting Inc. | 15 | $3,455.99 | $4,920.9 | $1,464.91 | 42.39% |
Ellen York T. Rowe Price Investment Management Inc. | 746,244 | $221.63M | $240.34M | $18.72M | 8.44% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,192 | $285,972.44 | $386,056.26 | $100,083.82 | 35% |
Shaun Peterson Peterson Wealth Services | 2,375 | $714,061.76 | $762,113.75 | $48,051.99 | 6.73% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 249 | $29,023.44 | $80,925 | $51,901.56 | 178.83% |
Penny A. Phillips Journey Strategic Wealth LLC | 976 | $326,526.05 | $316,214.24 | -$10,311.81 | -3.16% |
Ana-Maria Ignat Covestor Ltd | 62 | $12,010.64 | $20,339.72 | $8,329.08 | 69.35% |
Kathryn Brown Morton Brown Family Wealth LLC | 850 | $164,662 | $276,980.99 | $112,318.99 | 68.21% |
David Jarvis Corton Capital Inc. | 719 | $148,653.25 | $232,876.84 | $84,223.59 | 56.66% |