| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam J. Peck Riverwater Partners LLC | 968 | $191,935.04 | $172,381.44 | -$19,553.6 | -10.19% |
Sima Elimelech Activest Wealth Management | 12 | $1,937.64 | $2,101.44 | $163.8 | 8.45% |
Brian Baylis Bell Investment Advisors Inc. | 24 | $2,540.16 | $4,202.88 | $1,662.72 | 65.46% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 263,891 | $30.74M | $46.21M | $15.47M | 50.32% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $198.28 | $175.12 | -$23.16 | -11.68% |
Bobby Adusumilli SJS Investment Consulting Inc. | 111 | $19,245.06 | $19,438.32 | $193.26 | 1% |
Kea Molnar Cromwell Holdings LLC | 10 | $1,768.4 | $1,752.7 | -$15.7 | -0.89% |
Stacey Madison VELA Investment Management LLC | 19,664 | $3.3M | $3.52M | $217,894.23 | 6.59% |
Ellen York T. Rowe Price Investment Management Inc. | 33,541 | $5.76M | $5.86M | $108,337.43 | 1.88% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,728 | $484,757.22 | $477,972.88 | -$6,784.34 | -1.4% |
Dominic Corabi Wedmont Private Capital | 2,016 | $352,376.62 | $353,041.92 | $665.3 | 0.19% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 4,029 | $516,850.92 | $714,180.54 | $197,329.62 | 38.18% |
David Doumani PineStone Asset Management Inc. | 2,010 | $338,745.3 | $354,624.3 | $15,879 | 4.69% |
Shaun Peterson Peterson Wealth Services | 5,313 | $892,595.52 | $938,807.1 | $46,211.58 | 5.18% |
Ana-Maria Ignat Covestor Ltd | 340 | $40,652.63 | $59,540.8 | $18,888.17 | 46.46% |
W. Travis McKinney HB Wealth Management LLC | 1,598 | $261,819.01 | $279,841.76 | $18,022.75 | 6.88% |
| MC mike Chen Byrne Asset Management LLC | 180 | $35,636.4 | $31,560.3 | -$4,076.1 | -11.44% |
Jeremy Baltz Raleigh Capital Management Inc. | 20 | $3,432.4 | $3,513.2 | $80.8 | 2.35% |
William Jollie Quent Capital LLC | 58 | $9,653.65 | $10,156.96 | $503.31 | 5.21% |
Jeffrey Gilbert Balboa Wealth Partners | 1,809 | $146,836.24 | $317,533.77 | $170,697.53 | 116.25% |