| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Glenn Greenberg Brave Warrior Advisors LLC | 3.96M | $196.05M | $208.07M | $12.02M | 6.13% |
| YA Yinka Akinsola Blue Trust Inc. | 4,709 | $208,435.09 | $241,712.97 | $33,277.88 | 15.97% |
Kyle P. Smith NewEdge Wealth LLC | 109,223 | $6.38M | $5.68M | -$704,375.97 | -11.03% |
Joseph Castro Nuveen LLC | 25,271 | $1.63M | $1.3M | -$328,173.57 | -20.19% |
Brian Baylis Bell Investment Advisors Inc. | 67 | $4,662.49 | $3,490.03 | -$1,172.46 | -25.15% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4,724 | $278,278.66 | $246,073.16 | -$32,205.5 | -11.57% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 23 | $1,395.14 | $1,203.98 | -$191.16 | -13.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2 | $125.48 | $102.66 | -$22.82 | -18.19% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,555 | $262,686.85 | $236,677.8 | -$26,009.05 | -9.9% |
Clint Dunn Beaird Harris Wealth Management LLC | 37 | $2,172.04 | $1,935.1 | -$236.94 | -10.91% |
W. Travis McKinney HB Wealth Management LLC | 3,215 | $201,709.1 | $167,469.35 | -$34,239.75 | -16.97% |
William Jollie Quent Capital LLC | 16 | $1,003.84 | $833.44 | -$170.4 | -16.97% |
Dalila Toledo Ascent Group LLC | 5,517 | $340,947.27 | $288,539.1 | -$52,408.17 | -15.37% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 8,971 | $537,803.94 | $464,877.22 | -$72,926.72 | -13.56% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8 | $462 | $415.76 | -$46.24 | -10.01% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 35,023 | $1.56M | $1.81M | $256,730.79 | 16.48% |
| JG John Ginter Callan Family Office LLC | 23,975 | $1.61M | $1.25M | -$364,664.7 | -22.64% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,452 | $248,782.57 | $182,041.22 | -$66,741.35 | -26.83% |
Rachel Faulk Cape Investment Advisory Inc. | 126 | $8,110.08 | $6,563.34 | -$1,546.74 | -19.07% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 24 | $1,733 | $1,255.44 | -$477.56 | -27.56% |