| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Baylis Bell Investment Advisors Inc. | 91 | $4,483.28 | $7,401.03 | $2,917.75 | 65.08% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $82.2 | $80.49 | -$1.71 | -2.08% |
Bobby Adusumilli SJS Investment Consulting Inc. | 117 | $8,205.43 | $9,417.33 | $1,211.9 | 14.77% |
Kea Molnar Cromwell Holdings LLC | 24 | $1,896.67 | $1,931.76 | $35.09 | 1.85% |
Dinan Hu R Squared Ltd | 2,917 | $239,777 | $242,023.49 | $2,246.49 | 0.94% |
Ellen York T. Rowe Price Investment Management Inc. | 1.61M | $97.65M | $132.29M | $34.64M | 35.47% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,332 | $285,771.22 | $268,192.68 | -$17,578.54 | -6.15% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 3,659 | $300,769.8 | $303,623.82 | $2,854.02 | 0.95% |
| SVB Strategic Value Bank Partners LLC Strategic Value Bank Partners LLC | 70,602 | $5M | $5.83M | $830,985.54 | 16.61% |
Dominic Corabi Wedmont Private Capital | 5,926 | $419,717.83 | $476,983.74 | $57,265.91 | 13.64% |
Candace Cavalier Congress Wealth Management LLC / DE / | 38,734 | $3.26M | $3.12M | -$139,159.93 | -4.27% |
Ana-Maria Ignat Covestor Ltd | 939 | $75,084.24 | $76,368.87 | $1,284.63 | 1.71% |
W. Travis McKinney HB Wealth Management LLC | 3,321 | $235,292.85 | $267,307.29 | $32,014.44 | 13.61% |
Allison Tronnes Forum Financial Management LP | 6,056 | $511,633.1 | $487,447.44 | -$24,185.66 | -4.73% |
William Jollie Quent Capital LLC | 729 | $59,676.33 | $59,289.57 | -$386.76 | -0.65% |
Taro Kuriyama Axq Capita LLP | 6,663 | $472,073.77 | $552,895.74 | $80,821.97 | 17.12% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 23,311 | $1.92M | $1.93M | $17,931.67 | 0.94% |
CJ Harrison DecisionPoint Financial LLC | 9 | $740.22 | $746.73 | $6.51 | 0.88% |
Lansing A. Davis Davis Asset Management LP | 3.34M | $225.83M | $275.62M | $49.79M | 22.05% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 13,364 | $961,165.01 | $1.08M | $114,503.35 | 11.91% |