| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ellen York T. Rowe Price Investment Management Inc. | 545,342 | $134.78M | $153.33M | $18.55M | 13.76% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 957 | $239,872.05 | $265,026.79 | $25,154.74 | 10.49% |
Candace Cavalier Congress Wealth Management LLC / DE / | 58,509 | $6.93M | $16.19M | $9.26M | 133.55% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 3 | $1,117.5 | $839.16 | -$278.34 | -24.91% |
Penny A. Phillips Journey Strategic Wealth LLC | 798 | $200,018.7 | $225,367.17 | $25,348.47 | 12.67% |
Ana-Maria Ignat Covestor Ltd | 28 | $10,430 | $7,950.04 | -$2,479.96 | -23.78% |
Kathleen Thornhill Confluence Wealth Services Inc. | 661 | $246,222.5 | $185,883.11 | -$60,339.39 | -24.51% |
W. Travis McKinney HB Wealth Management LLC | 578 | $215,305 | $164,111.54 | -$51,193.46 | -23.78% |
Michael Byun SageView Advisory Group LLC | 887 | $138,619.33 | $250,151.74 | $111,532.41 | 80.46% |
Patricia A. Thompson Leeward Investments LLC - MA | 105,620 | $10.66M | $29.8M | $19.14M | 179.56% |
CJ Harrison DecisionPoint Financial LLC | 1 | $361 | $283.93 | -$77.07 | -21.35% |
Albert Moore First National Advisers LLC | 2,254 | $378,810.66 | $634,320.68 | $255,510.02 | 67.45% |
Anita Woodhouse V-Square Quantitative Management LLC | 62 | $23,370 | $18,228.62 | -$5,141.38 | -22% |
Lukas Lindgren Abound Wealth Management | 1 | $133.67 | $282.56 | $148.89 | 111.39% |
Drew Phillips Fortitude Family Office LLC | 30 | $8,169.46 | $8,517.9 | $348.44 | 4.27% |
Brian Matter Creative Capital Management Investments LLC | 6 | $2,235 | $1,703.58 | -$531.42 | -23.78% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,743 | $687,532.95 | $767,683.41 | $80,150.46 | 11.66% |
Holly Skipper Verum Partners LLC | 2,285 | $351,463.74 | $639,160.2 | $287,696.46 | 81.86% |
Belena Vincetti Fortis Capital Advisors LLC | 1,235 | $322,181.04 | $348,109.45 | $25,928.41 | 8.05% |
| DD Damir Durkovic Entropy Technologies, LP | 4,375 | $1.32M | $1.21M | -$109,005.61 | -8.25% |