| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SE Sima Elimelech Activest Wealth Management | 287 | $20,080.95 | $21,588.14 | $1,507.19 | 7.51% |
Brian Baylis Bell Investment Advisors Inc. | 94 | $5,853.6 | $7,058.46 | $1,204.86 | 20.58% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4,805 | $402,322.65 | $361,263.92 | -$41,058.73 | -10.21% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 100 | $3,938 | $7,593 | $3,655 | 92.81% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 13,200 | $825,745.45 | $963,336 | $137,590.55 | 16.66% |
Bobby Adusumilli SJS Investment Consulting Inc. | 567 | $45,115.97 | $42,629.89 | -$2,486.08 | -5.51% |
Kea Molnar Cromwell Holdings LLC | 18 | $1,008 | $1,355.4 | $347.4 | 34.46% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 2,722 | $227,913.06 | $204,394.98 | -$23,518.08 | -10.32% |
Christopher Moore Paralel Advisors LLC | 53,934 | $3.02M | $4.05M | $1.03M | 34.13% |
| EY Ellen York T. Rowe Price Investment Management Inc. | 9.36M | $549.55M | $703.82M | $154.27M | 28.07% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,241 | $352,109.27 | $473,879.13 | $121,769.86 | 34.58% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 476 | $39,855.48 | $35,738.08 | -$4,117.4 | -10.33% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 3,944 | $137,093.52 | $296,529.64 | $159,436.12 | 116.3% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 5,159 | $319,074.88 | $387,879.41 | $68,804.53 | 21.56% |
Barry Oliver Capital Performance Advisors LLP | 3,483 | $248,644.35 | $261,294.66 | $12,650.31 | 5.09% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 75 | $3,903.75 | $5,647.5 | $1,743.75 | 44.67% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 7,115 | $440,196.13 | $535,190.3 | $94,994.17 | 21.58% |
Lisa Cooper Figure 8 Investment Strategies LLC | 10,961 | $567,352.78 | $822,951.88 | $255,599.1 | 45.05% |
Ana-Maria Ignat Covestor Ltd | 1,099 | $56,033.95 | $82,990.98 | $26,957.03 | 48.11% |
| CC Cheung Chan Chemistry Wealth Management LLC | 4,363 | $223,429.23 | $328,184.86 | $104,755.63 | 46.89% |