| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WB William Bromley Innova Wealth Partners | 2,396 | $226,493.6 | $226,517.84 | $24.24 | 0.01% |
Robert Tutela Essex LLC | 21,821 | $1.38M | $2.06M | $686,639.01 | 49.89% |
Brian Baylis Bell Investment Advisors Inc. | 374 | $30,558.54 | $34,666.06 | $4,107.52 | 13.44% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 372,809 | $28.29M | $34.49M | $6.2M | 21.9% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $95.71 | $94.54 | -$1.17 | -1.22% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 6,710 | $570,786.41 | $634,363.4 | $63,576.99 | 11.14% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 2,450 | $234,490 | $231,623 | -$2,867 | -1.22% |
| DC Donie Carlson DMC Group LLC | 13,696 | $1M | $1.29M | $290,458.31 | 28.92% |
Bobby Adusumilli SJS Investment Consulting Inc. | 227 | $19,081.5 | $21,460.58 | $2,379.08 | 12.47% |
Andrew J. Whalen Whalen Wealth Management Inc. | 2,533 | $228,332.81 | $234,353.16 | $6,020.35 | 2.64% |
Kea Molnar Cromwell Holdings LLC | 3,459 | $275,014.99 | $327,013.86 | $51,998.87 | 18.91% |
| MAL Mason & Associates LLC Mason & Associates LLC | 7,132 | $688,381 | $674,259.28 | -$14,121.72 | -2.05% |
David Spratt Badgley Phelps Wealth Managers LLC | 3,780 | $349,305.05 | $357,361.2 | $8,056.15 | 2.31% |
Ellen York T. Rowe Price Investment Management Inc. | 21,055 | $1.91M | $1.95M | $38,883.86 | 2.03% |
| RE Rod Ehrlich Wayfinding Financial LLC | 3,775 | $315,365.3 | $349,263 | $33,897.7 | 10.75% |
Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 55,890 | $4.2M | $5.28M | $1.09M | 25.9% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 38,052 | $3.53M | $3.6M | $63,406.02 | 1.79% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 2,773 | $215,101.61 | $262,159.42 | $47,057.81 | 21.88% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 220 | $15,978.6 | $20,798.8 | $4,820.2 | 30.17% |
Nancy Kay Cross Staff Investments Inc. | 5,835 | $399,989.14 | $551,640.9 | $151,651.76 | 37.91% |