| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 2,161 | $485,354.78 | $488,277.95 | $2,923.17 | 0.6% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 186,352 | $38.08M | $41.78M | $3.69M | 9.7% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 82 | $12,684.16 | $18,383.58 | $5,699.42 | 44.93% |
Larry Herold Herold Advisors Inc. | 2,037 | $325,677.82 | $456,960.21 | $131,282.39 | 40.31% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 9,766 | $2.17M | $2.16M | -$15,290.38 | -0.7% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,387 | $305,188.14 | $311,762.92 | $6,574.78 | 2.15% |
Janet Messer FRG Family Wealth Advisors LLC | 6,961 | $443,200.37 | $1.57M | $1.12M | 253.36% |
Bobby Adusumilli SJS Investment Consulting Inc. | 237 | $48,943.29 | $53,151.99 | $4,208.7 | 8.6% |
Kea Molnar Cromwell Holdings LLC | 1,010 | $215,473 | $224,119 | $8,646 | 4.01% |
| MR Michael Ryan Whelan Financial | 1,936 | $426,023.84 | $432,376.56 | $6,352.72 | 1.49% |
David Spratt Badgley Phelps Wealth Managers LLC | 3,082 | $568,442.12 | $692,093.92 | $123,651.8 | 21.75% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 10,100 | $2.25M | $2.27M | $16,666.01 | 0.74% |
Ellen York T. Rowe Price Investment Management Inc. | 22,115 | $5.05M | $4.97M | -$72,085.63 | -1.43% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 1,000 | $179,100 | $226,180 | $47,080 | 26.29% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,222 | $247,634.43 | $273,825.76 | $26,191.33 | 10.58% |
Kevin Batstone BayBridge Capital Group LLC | 4,969 | $902,132.54 | $1.11M | $207,345.78 | 22.98% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,614 | $1.65M | $1.69M | $38,186.91 | 2.31% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,266 | $221,325.8 | $284,723.4 | $63,397.6 | 28.64% |
Ashish Sharma DGS Capital Management LLC | 2,082 | $466,317.82 | $467,565.15 | $1,247.33 | 0.27% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,467 | $450,499.82 | $555,420.38 | $104,920.56 | 23.29% |