| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Kelley Alliance Wealth Advisors LLC /UT | 10,294 | $359,587.81 | $420,870.19 | $61,282.38 | 17.04% |
Bobby Adusumilli SJS Investment Consulting Inc. | 38 | $1,352.63 | $1,554.2 | $201.57 | 14.9% |
Kea Molnar Cromwell Holdings LLC | 39 | $1,660.9 | $1,595.1 | -$65.8 | -3.96% |
Stacey Madison VELA Investment Management LLC | 60,750 | $2.07M | $2.48M | $416,688.3 | 20.16% |
Ellen York T. Rowe Price Investment Management Inc. | 1.83M | $82.69M | $73.8M | -$8.9M | -10.76% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 8,106 | $276,450.13 | $325,374.84 | $48,924.71 | 17.7% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,174 | $42,627.94 | $47,335.68 | $4,707.74 | 11.04% |
| HC Harry Cowley Stonegate Investment Group LLC | 45,000 | $1.83M | $1.81M | -$23,850 | -1.3% |
Candace Cavalier Congress Wealth Management LLC / DE / | 104,658 | $3.34M | $4.27M | $931,929.71 | 27.9% |
Albert Luong Canoe Financia LLP | 3.31M | $120.86M | $133.02M | $12.16M | 10.06% |
Tracy Murray EdgeRock Capital LLC | 7,139 | $312,463.7 | $286,559.46 | -$25,904.24 | -8.29% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,873 | $211,929.49 | $275,882.22 | $63,952.73 | 30.18% |
Ana-Maria Ignat Covestor Ltd | 1,413 | $50,962.56 | $54,089.64 | $3,127.08 | 6.14% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,364 | $390,045.14 | $456,150.96 | $66,105.82 | 16.95% |
W. Travis McKinney HB Wealth Management LLC | 5,597 | $210,671.08 | $224,663.58 | $13,992.5 | 6.64% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 90,500 | $3.29M | $3.47M | $179,190 | 5.45% |
| MC mike Chen Byrne Asset Management LLC | 130 | $4,583.8 | $4,958.2 | $374.4 | 8.17% |
William Jollie Quent Capital LLC | 2,376 | $89,152.01 | $90,953.28 | $1,801.27 | 2.02% |
Taro Kuriyama Axq Capita LLP | 14,961 | $675,938.05 | $570,612.54 | -$105,325.51 | -15.58% |
Katie Christensen iSAM Funds UKK) Ltd | 6,700 | $249,173 | $269,206 | $20,033 | 8.04% |