| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kea Molnar Cromwell Holdings LLC | 24 | $3,251.96 | $3,323.52 | $71.56 | 2.2% |
Ellen York T. Rowe Price Investment Management Inc. | 134,917 | $15.93M | $18.68M | $2.76M | 17.31% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,281 | $360,864.01 | $315,872.88 | -$44,991.13 | -12.47% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 8 | $1,255.68 | $1,107.84 | -$147.84 | -11.77% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 75 | $12,697.07 | $10,386 | -$2,311.07 | -18.2% |
Jennifer Ralph Oppold Alpine Peaks Capita LLP | 30,670 | $4.6M | $4.25M | -$354,163.4 | -7.7% |
Ana-Maria Ignat Covestor Ltd | 378 | $46,721.97 | $54,413.1 | $7,691.13 | 16.46% |
W. Travis McKinney HB Wealth Management LLC | 1,874 | $268,262.12 | $259,511.52 | -$8,750.6 | -3.26% |
Michelle McCarthy Vantage Financial Partners LLC | 14,651 | $2.25M | $2.03M | -$224,060.2 | -9.95% |
Michael Byun SageView Advisory Group LLC | 260 | $37,676 | $36,004.8 | -$1,671.2 | -4.44% |
Timothy Gerlach Novem Group | 6,987 | $1.1M | $967,559.76 | -$129,160.24 | -11.78% |
| MK Malinda Khauv Cercano Management LLC | 50,016 | $5.78M | $6.93M | $1.14M | 19.79% |
CJ Harrison DecisionPoint Financial LLC | 5 | $661 | $748.75 | $87.75 | 13.28% |
| JG John Ginter Callan Family Office LLC | 1,844 | $267,067 | $255,357.12 | -$11,709.88 | -4.38% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 7,035 | $815,744.02 | $974,206.8 | $158,462.78 | 19.43% |
Mariana Coli Dunhill Financial LLC | 1 | $144.83 | $144.01 | -$0.82 | -0.57% |
Drew Phillips Fortitude Family Office LLC | 46 | $6,207.31 | $6,370.08 | $162.77 | 2.62% |
Victoria Latham Fiduciary Alliance LLC | 1,765 | $202,744 | $244,417.2 | $41,673.2 | 20.55% |
Nolan Hoffmeyer Thematics Asset Management | 145,500 | $14.59M | $20.15M | $5.56M | 38.11% |
Brian Matter Creative Capital Management Investments LLC | 17 | $2,668.32 | $2,354.16 | -$314.16 | -11.77% |