| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 293 | $33,609.49 | $27,997.61 | -$5,611.88 | -16.7% |
Michelle Dubey Yousif Capital Management LLC | 16,879 | $878,351.86 | $1.61M | $734,774.17 | 83.65% |
Kyle P. Smith NewEdge Wealth LLC | 23,020 | $2.53M | $2.16M | -$372,476 | -14.71% |
Joseph Castro Nuveen LLC | 147,402 | $16.98M | $14.08M | -$2.9M | -17.07% |
Rick Hurley Heirloom Wealth Management | 162,332 | $13.9M | $15.38M | $1.47M | 10.6% |
Sima Elimelech Activest Wealth Management | 1 | $92.04 | $95.55 | $3.51 | 3.81% |
Brian Baylis Bell Investment Advisors Inc. | 33 | $1,943.79 | $3,153.31 | $1,209.52 | 62.22% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 4,574 | $491,317.86 | $433,432.24 | -$57,885.62 | -11.78% |
Bobby Adusumilli SJS Investment Consulting Inc. | 7 | $644.28 | $668.88 | $24.6 | 3.82% |
Kea Molnar Cromwell Holdings LLC | 5 | $658.75 | $470.95 | -$187.8 | -28.51% |
Stacey Madison VELA Investment Management LLC | 25,047 | $1.93M | $2.39M | $460,113.39 | 23.89% |
Ellen York T. Rowe Price Investment Management Inc. | 1.14M | $89.26M | $106.34M | $17.08M | 19.14% |
Parth Karia Capricorn Fund Managers Ltd. | 40,000 | $3.08M | $3.76M | $688,000 | 22.37% |
Candace Cavalier Congress Wealth Management LLC / DE / | 255,887 | $26.97M | $24.05M | -$2.91M | -10.81% |
Ana-Maria Ignat Covestor Ltd | 567 | $45,660.51 | $54,179.68 | $8,519.17 | 18.66% |
Samantha Pierangeli City State Bank | 100 | $4,684 | $9,342.5 | $4,658.5 | 99.46% |
Jeremy Baltz Raleigh Capital Management Inc. | 10 | $920.4 | $937.2 | $16.8 | 1.83% |
William Jollie Quent Capital LLC | 50 | $5,406.07 | $4,777.75 | -$628.32 | -11.62% |
Taro Kuriyama Axq Capita LLP | 9,433 | $868,213.16 | $891,607.16 | $23,394 | 2.69% |
CJ Harrison DecisionPoint Financial LLC | 1 | $76 | $95.55 | $19.55 | 25.72% |