| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Kelley Alliance Wealth Advisors LLC /UT | 4,044 | $542,813.78 | $570,244.42 | $27,430.64 | 5.05% |
Kea Molnar Cromwell Holdings LLC | 11 | $1,430.94 | $1,551.11 | $120.17 | 8.4% |
Ellen York T. Rowe Price Investment Management Inc. | 1.41M | $167.55M | $235.5M | $67.95M | 40.55% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,060 | $281,066 | $290,480.6 | $9,414.6 | 3.35% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 20 | $3,277.2 | $2,820.2 | -$457 | -13.94% |
Candace Cavalier Congress Wealth Management LLC / DE / | 20,812 | $3.33M | $2.93M | -$395,109.96 | -11.87% |
Li Peng China Universal Asset Management Co. Ltd. | 2,500 | $334,175 | $352,524.99 | $18,349.99 | 5.49% |
David Mailloux WealthCare Investment Partners LLC | 1,800 | $476,712 | $295,019.98 | -$181,692.02 | -38.11% |
Ana-Maria Ignat Covestor Ltd | 323 | $43,774.84 | $52,939.7 | $9,164.86 | 20.94% |
Jay Richards Investment Advisory Group LLC | 1,722 | $454,795.53 | $274,555.68 | -$180,239.85 | -39.63% |
William Jollie Quent Capital LLC | 21 | $3,328.61 | $3,441.9 | $113.29 | 3.4% |
| KJ Ken Joseph Braidwel LLP | 177,100 | $24.03M | $29.55M | $5.51M | 22.94% |
Edward Lowndes Angeles Wealth Management LLC | 2,757 | $348,350.31 | $388,764.55 | $40,414.24 | 11.6% |
| MK Malinda Khauv Cercano Management LLC | 7,856 | $1.07M | $1.3M | $229,866.2 | 21.45% |
| JG John Ginter Callan Family Office LLC | 4,712 | $760,690.67 | $768,857.04 | $8,166.37 | 1.07% |
Mark Mowrey Signature Resources Capital Management LLC | 21 | $2,474 | $2,961.21 | $487.21 | 19.69% |
Mariana Coli Dunhill Financial LLC | 4 | $509.46 | $655.64 | $146.18 | 28.69% |
Drew Phillips Fortitude Family Office LLC | 4 | $546 | $564.04 | $18.04 | 3.3% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,680 | $340,737.22 | $377,906.79 | $37,169.57 | 10.91% |
Brian Matter Creative Capital Management Investments LLC | 3 | $409.32 | $423.03 | $13.71 | 3.35% |