| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 4,972 | $1.37M | $1.35M | -$22,796.95 | -1.67% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 187,914 | $53.48M | $51.81M | -$1.67M | -3.13% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 480 | $140,219.74 | $129,907.2 | -$10,312.54 | -7.35% |
Larry Herold Herold Advisors Inc. | 4,960 | $1.25M | $1.34M | $96,369.81 | 7.73% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,232 | $383,261.02 | $333,428.49 | -$49,832.53 | -13% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,384 | $1.3M | $1.19M | -$110,169.58 | -8.5% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 4,506 | $1.28M | $1.22M | -$59,606.07 | -4.66% |
Janet Messer FRG Family Wealth Advisors LLC | 10,242 | $1.4M | $2.77M | $1.38M | 98.5% |
| DC Donie Carlson DMC Group LLC | 1,815 | $498,722.7 | $491,211.62 | -$7,511.08 | -1.51% |
Bobby Adusumilli SJS Investment Consulting Inc. | 10,541 | $2.87M | $2.85M | -$21,982.81 | -0.76% |
Kea Molnar Cromwell Holdings LLC | 1,621 | $423,659.87 | $438,707.46 | $15,047.59 | 3.55% |
| MAL Mason & Associates LLC Mason & Associates LLC | 1,649 | $512,493 | $446,285.38 | -$66,207.62 | -12.92% |
David Spratt Badgley Phelps Wealth Managers LLC | 58,866 | $15.19M | $15.93M | $739,957.96 | 4.87% |
Dinan Hu R Squared Ltd | 3,277 | $885,806 | $897,750.53 | $11,944.53 | 1.35% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 1,721 | $523,616.26 | $472,388.67 | -$51,227.59 | -9.78% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 10,876 | $2.91M | $2.98M | $70,285.56 | 2.42% |
Ellen York T. Rowe Price Investment Management Inc. | 22,772 | $6.96M | $6.21M | -$743,147.29 | -10.68% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,849 | $537,093.43 | $509,769.3 | -$27,324.13 | -5.09% |
Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 13,620 | $3.66M | $3.69M | $30,924.72 | 0.85% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 29,054 | $8.29M | $7.86M | -$431,158.41 | -5.2% |