| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dinan Hu R Squared Ltd | 2,934 | $461,486.7 | $466,799.43 | $5,312.73 | 1.15% |
Ellen York T. Rowe Price Investment Management Inc. | 3.11M | $425.79M | $512.29M | $86.5M | 20.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6 | $625.86 | $997.5 | $371.64 | 59.38% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 55 | $10,249.68 | $8,750.5 | -$1,499.18 | -14.63% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 3,406 | $355,279.86 | $541,894.63 | $186,614.77 | 52.53% |
Dominic Corabi Wedmont Private Capital | 1,970 | $276,905.66 | $326,862.4 | $49,956.74 | 18.04% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 25,406 | $3.35M | $4.21M | $863,398.28 | 25.77% |
Shaun Peterson Peterson Wealth Services | 21 | $2,268.84 | $3,320.31 | $1,051.47 | 46.34% |
Ana-Maria Ignat Covestor Ltd | 634 | $90,704.11 | $105,402.5 | $14,698.39 | 16.2% |
David Jarvis Corton Capital Inc. | 1,612 | $256,743.24 | $254,873.32 | -$1,869.92 | -0.73% |
W. Travis McKinney HB Wealth Management LLC | 3,974 | $424,748.14 | $660,677.5 | $235,929.36 | 55.55% |
Matt Monson Sovereign's Capital Management LLC | 27,345 | $4.62M | $4.54M | -$75,790.71 | -1.64% |
William Jollie Quent Capital LLC | 204 | $22,435.8 | $33,915 | $11,479.2 | 51.16% |
Taro Kuriyama Axq Capita LLP | 13,379 | $1.4M | $2.22M | $817,991.93 | 58.49% |
Kevin Zemann WealthPlan Investment Management LLC | 1,421 | $202,591.98 | $226,081.11 | $23,489.13 | 11.59% |
CJ Harrison DecisionPoint Financial LLC | 1 | $104.31 | $166.25 | $61.94 | 59.38% |
| JG John Ginter Callan Family Office LLC | 2,540 | $345,780.3 | $421,513 | $75,732.7 | 21.9% |
Drew Phillips Fortitude Family Office LLC | 141 | $18,746.05 | $23,441.25 | $4,695.2 | 25.05% |
Bert D. Barre Colonial Trust Co. / SC | 47 | $8,624.8 | $7,811.87 | -$812.93 | -9.43% |
Brian Matter Creative Capital Management Investments LLC | 4 | $417.24 | $665 | $247.76 | 59.38% |