| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ellen York T. Rowe Price Investment Management Inc. | 3.19M | $133.8M | $116.94M | -$16.86M | -12.6% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 8,106 | $276,450.13 | $297,247.02 | $20,796.89 | 7.52% |
| HC Harry Cowley Stonegate Investment Group LLC | 45,000 | $1.83M | $1.65M | -$175,725 | -9.6% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2 | $71.96 | $73.53 | $1.57 | 2.18% |
Candace Cavalier Congress Wealth Management LLC / DE / | 109,147 | $3.52M | $4.01M | $489,488.68 | 13.89% |
Albert Luong Canoe Financia LLP | 3.31M | $120.86M | $121.92M | $1.06M | 0.87% |
Tracy Murray EdgeRock Capital LLC | 7,139 | $312,463.7 | $278,206.83 | -$34,256.87 | -10.96% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,873 | $211,929.49 | $252,514.02 | $40,584.53 | 19.15% |
Ana-Maria Ignat Covestor Ltd | 443 | $15,741.86 | $16,244.81 | $502.95 | 3.19% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,445 | $392,833.97 | $432,048.75 | $39,214.78 | 9.98% |
W. Travis McKinney HB Wealth Management LLC | 5,597 | $210,671.08 | $214,141.22 | $3,470.14 | 1.65% |
| MC mike Chen Byrne Asset Management LLC | 130 | $4,583.8 | $4,726.8 | $143 | 3.12% |
William Jollie Quent Capital LLC | 2,165 | $81,490.6 | $79,358.07 | -$2,132.53 | -2.62% |
Michael Byun SageView Advisory Group LLC | 782 | $27,548 | $28,675.94 | $1,127.94 | 4.09% |
Taro Kuriyama Axq Capita LLP | 20,205 | $912,862 | $740,614.27 | -$172,247.73 | -18.87% |
| JG John Ginter Callan Family Office LLC | 13,825 | $513,666.37 | $508,552.62 | -$5,113.75 | -1% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,537 | $124,729 | $133,981.56 | $9,252.56 | 7.42% |
Peter Joers Avos Capital Management LLC | 25,829 | $960,348.19 | $950,119.76 | -$10,228.43 | -1.07% |
Mariana Coli Dunhill Financial LLC | 5 | $178 | $185.15 | $7.15 | 4.02% |
Drew Phillips Fortitude Family Office LLC | 262 | $10,223.68 | $9,607.54 | -$616.14 | -6.03% |