| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 53 | $5,823.44 | $12,427.44 | $6,604 | 113.4% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 79 | $11,286.66 | $19,207.27 | $7,920.61 | 70.18% |
| BG Bart Gancher Intech Investment Management LLC | 2,968 | $321,309.78 | $728,733.04 | $407,423.26 | 126.8% |
| CD Charlie Durham Sterling Capital Management LLC | 198 | $24,059.03 | $46,427.04 | $22,368.01 | 92.97% |
| JM John Malone Amundi | 1,403 | $296,538.08 | $344,478.59 | $47,940.51 | 16.17% |
| YA Yinka Akinsola Blue Trust Inc. | 144 | $15,488.64 | $35,356.32 | $19,867.68 | 128.27% |
Michelle Dubey Yousif Capital Management LLC | 3,385 | $312,841.7 | $831,119.05 | $518,277.35 | 165.67% |
| CAL CSM Advisors LLC CSM Advisors LLC | 21,300 | $2.36M | $5.12M | $2.77M | 117.45% |
Joseph Castro Nuveen LLC | 31,954 | $3.72M | $7.49M | $3.77M | 101.31% |
Brian Baylis Bell Investment Advisors Inc. | 5 | $607.55 | $1,227.65 | $620.1 | 102.07% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 40,887 | $5.18M | $10.04M | $4.86M | 93.66% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,956 | $241,806.66 | $480,256.68 | $238,450.02 | 98.61% |
Ellen York T. Rowe Price Investment Management Inc. | 107,248 | $22.67M | $26.05M | $3.39M | 14.94% |
Ana-Maria Ignat Covestor Ltd | 65 | $6,966.14 | $15,959.45 | $8,993.31 | 129.1% |
Ed West Values First Advisors Inc. | 14,349 | $3.03M | $3.53M | $495,614.46 | 16.34% |
| JG John Ginter Callan Family Office LLC | 2,060 | $282,405.64 | $501,115.6 | $218,709.96 | 77.45% |
Lukas Lindgren Abound Wealth Management | 1 | $160 | $245.75 | $85.75 | 53.59% |
Drew Phillips Fortitude Family Office LLC | 215 | $47,080.84 | $52,788.95 | $5,708.11 | 12.12% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,665 | $204,948.41 | $400,582.35 | $195,633.94 | 95.46% |
Kevin Kroskey True Wealth Design LLC | 3 | $279 | $736.59 | $457.59 | 164.01% |