| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Grunberg Allspring Global Investments Holdings LLC | 343,242 | $119.01M | $124.4M | $5.4M | 4.54% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 115 | $47,106.05 | $41,680.6 | -$5,425.45 | -11.52% |
Andrew Endelman Independent Wealth Network Inc. | 4,248 | $1.36M | $1.51M | $157,162.38 | 11.58% |
Larry Herold Herold Advisors Inc. | 10,280 | $2.3M | $3.68M | $1.39M | 60.46% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,528 | $563,411.37 | $556,933.08 | -$6,478.29 | -1.15% |
| JB John Brim Smith Group Asset Management LLC | 4,458 | $1.79M | $1.62M | -$167,728.74 | -9.37% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 19,146 | $7.05M | $6.94M | -$110,804.49 | -1.57% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 5,172 | $1.9M | $1.86M | -$37,855.42 | -2% |
Janet Messer FRG Family Wealth Advisors LLC | 12,171 | $3.96M | $4.44M | $477,578.26 | 12.06% |
Brian Landzaat Vista Finance LLC | 2,740 | $925,576.8 | $986,920.6 | $61,343.8 | 6.63% |
Christopher Davis Burns Matteson Capital Management LLC | 922 | $224,884.21 | $333,173.92 | $108,289.71 | 48.15% |
Tracy Richards FIDELIS iM LLC | 5,143 | $2.31M | $1.8M | -$508,076.97 | -21.97% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,228 | $646,015.71 | $807,516.32 | $161,500.61 | 25% |
Andrew J. Whalen Whalen Wealth Management Inc. | 2,823 | $1.14M | $1.02M | -$119,693.11 | -10.54% |
Jenell Wunsch Sora Investors LLC | 6,500 | $2.73M | $2.34M | -$390,910.07 | -14.3% |
Kea Molnar Cromwell Holdings LLC | 9,285 | $2.67M | $3.36M | $690,945.36 | 25.89% |
Rebecca Loeffler Corus Family Wealth Advisors | 2,934 | $949,750.56 | $1.06M | $106,577.46 | 11.22% |
| MR Michael Ryan Whelan Financial | 3,248 | $1.08M | $1.18M | $95,152.22 | 8.78% |
Nancy Williamson Helen Stephens Group LLC | 671 | $295,498.06 | $240,768.22 | -$54,729.84 | -18.52% |
David Spratt Badgley Phelps Wealth Managers LLC | 76,644 | $23.68M | $27.33M | $3.65M | 15.43% |