| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kea Molnar Cromwell Holdings LLC | 309 | $67,991.5 | $70,575.6 | $2,584.1 | 3.8% |
Ellen York T. Rowe Price Investment Management Inc. | 118,752 | $26.13M | $27.7M | $1.57M | 6.02% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,135 | $778,068.03 | $716,034 | -$62,034.03 | -7.97% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 21 | $4,955.84 | $4,796.4 | -$159.44 | -3.22% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 22 | $4,691.28 | $5,132.16 | $440.88 | 9.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8 | $1,705.92 | $1,827.2 | $121.28 | 7.11% |
Dominic Corabi Wedmont Private Capital | 1,198 | $280,647.24 | $273,623.19 | -$7,024.05 | -2.5% |
Candace Cavalier Congress Wealth Management LLC / DE / | 62,585 | $13.81M | $14.29M | $481,509.57 | 3.49% |
| EM Eric Malden Shearwater Capital LLC | 1,694 | $411,353.53 | $386,909.58 | -$24,443.95 | -5.94% |
Kristie R. Furseth Bowman & Co S.C. | 4,613 | $987,483.41 | $1.05M | $66,125.74 | 6.7% |
Shaun Peterson Peterson Wealth Services | 3 | $742.32 | $685.2 | -$57.12 | -7.69% |
| MS Marek Sestak Czech National Bank | 27,916 | $5.61M | $6.38M | $768,865.27 | 13.71% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,094 | $261,396.17 | $249,869.59 | -$11,526.58 | -4.41% |
Ana-Maria Ignat Covestor Ltd | 258 | $59,188.32 | $61,267.26 | $2,078.94 | 3.51% |
Kathryn Brown Morton Brown Family Wealth LLC | 2 | $426.48 | $456.8 | $30.32 | 7.11% |
W. Travis McKinney HB Wealth Management LLC | 2,529 | $592,657.29 | $577,623.6 | -$15,033.69 | -2.54% |
Jeremy Baltz Raleigh Capital Management Inc. | 48 | $12,168.96 | $10,963.2 | -$1,205.76 | -9.91% |
William Jollie Quent Capital LLC | 164 | $40,443.36 | $38,945.08 | -$1,498.28 | -3.7% |
Dalila Toledo Ascent Group LLC | 964 | $219,753.49 | $220,177.59 | $424.1 | 0.19% |
Joseph J. Costigan apricus wealth LLC | 1,506 | $323,896.17 | $343,970.38 | $20,074.21 | 6.2% |