| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 297 | $24,867.81 | $20,475.18 | -$4,392.63 | -17.66% |
Kea Molnar Cromwell Holdings LLC | 33 | $2,115 | $2,278.48 | $163.48 | 7.73% |
Dinan Hu R Squared Ltd | 6,717 | $495,714.6 | $456,218.64 | -$39,495.96 | -7.97% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 3,421 | $252,469.8 | $232,645.1 | -$19,824.7 | -7.85% |
Ellen York T. Rowe Price Investment Management Inc. | 8.05M | $495.7M | $545.27M | $49.57M | 10% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,883 | $333,776.07 | $404,397.42 | $70,621.35 | 21.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 243 | $20,346.39 | $16,317.45 | -$4,028.94 | -19.8% |
Scott Ungar BlackDiamond Wealth Management LLC | 3,767 | $132,004.77 | $259,131.93 | $127,127.16 | 96.3% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 5,334 | $331,989.88 | $364,472.22 | $32,482.34 | 9.78% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 75 | $3,903.75 | $5,100.75 | $1,197 | 30.66% |
Michael Hogan Promethos Capital LLC | 30,320 | $2.24M | $2.07M | -$164,637.6 | -7.36% |
Penny A. Phillips Journey Strategic Wealth LLC | 7,115 | $440,196.13 | $483,108.5 | $42,912.37 | 9.75% |
Lisa Cooper Figure 8 Investment Strategies LLC | 11,328 | $594,437.38 | $775,005.12 | $180,567.74 | 30.38% |
Ana-Maria Ignat Covestor Ltd | 1,116 | $57,288.55 | $76,937.04 | $19,648.49 | 34.3% |
| CC Cheung Chan Chemistry Wealth Management LLC | 4,363 | $223,429.23 | $295,724.14 | $72,294.91 | 32.36% |
Kathleen Thornhill Confluence Wealth Services Inc. | 25,862 | $1.19M | $1.76M | $569,166.93 | 47.93% |
| MWM Marion Wealth Management Marion Wealth Management | 3,494 | $257,857.2 | $241,610.1 | -$16,247.1 | -6.3% |
W. Travis McKinney HB Wealth Management LLC | 10,729 | $743,519.04 | $739,657.26 | -$3,861.78 | -0.52% |
| LF Lukas Feh LGT Group Foundation | 218,402 | $11.35M | $14.89M | $3.54M | 31.17% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 66,738 | $3.91M | $4.59M | $673,786.34 | 17.22% |