| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Grunberg Allspring Global Investments Holdings LLC | 273,674 | $41.73M | $42.98M | $1.25M | 3% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2,494 | $402,569.8 | $391,757.52 | -$10,812.28 | -2.69% |
Andrew Endelman Independent Wealth Network Inc. | 2,745 | $456,042.36 | $434,917.8 | -$21,124.56 | -4.63% |
Larry Herold Herold Advisors Inc. | 22,951 | $3.38M | $3.65M | $265,374.54 | 7.85% |
Alexander Eichhorn Tanager Wealth Management LLP | 6,126 | $966,194.12 | $977,924.01 | $11,729.89 | 1.21% |
| AB Andrew Blass Atlantic Private Wealth LLC | 151 | $24,586.15 | $23,938.78 | -$647.37 | -2.63% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 127,660 | $19.26M | $20.18M | $918,611.55 | 4.77% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 4,718 | $737,053.59 | $750,633.8 | $13,580.21 | 1.84% |
Janet Messer FRG Family Wealth Advisors LLC | 49,537 | $4.39M | $7.91M | $3.52M | 80.15% |
| DC Donie Carlson DMC Group LLC | 7,535 | $1.18M | $1.2M | $14,924.97 | 1.26% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 40,575 | $5.73M | $6.47M | $743,188.48 | 12.98% |
Bobby Adusumilli SJS Investment Consulting Inc. | 8,229 | $1.26M | $1.29M | $34,426.16 | 2.74% |
Andrew J. Whalen Whalen Wealth Management Inc. | 6,111 | $882,732.15 | $974,246.17 | $91,514.02 | 10.37% |
Kea Molnar Cromwell Holdings LLC | 6,187 | $1.02M | $976,153.92 | -$42,342.31 | -4.16% |
Rebecca Loeffler Corus Family Wealth Advisors | 2,191 | $346,481.02 | $344,764.8 | -$1,716.22 | -0.5% |
| MR Michael Ryan Whelan Financial | 3,621 | $557,357.97 | $568,315.95 | $10,957.98 | 1.97% |
Nancy Williamson Helen Stephens Group LLC | 3,444 | $552,115.72 | $548,766.96 | -$3,348.76 | -0.61% |
David Spratt Badgley Phelps Wealth Managers LLC | 210,367 | $30.84M | $33.33M | $2.49M | 8.08% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 4,901 | $718,683 | $776,122.36 | $57,439.36 | 7.99% |
Ellen York T. Rowe Price Investment Management Inc. | 28,486 | $4.16M | $4.51M | $344,216.23 | 8.27% |