| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 8,935 | $295,688.5 | $256,434.5 | -$39,254 | -13.28% |
Brian Baylis Bell Investment Advisors Inc. | 73 | $1,923.03 | $2,086.34 | $163.31 | 8.49% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 1.57M | $49.03M | $44.91M | -$4.12M | -8.41% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 17,385 | $822,720.77 | $496,863.3 | -$325,857.47 | -39.61% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $53.3 | $56.58 | $3.28 | 6.15% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,962 | $52,380.18 | $56,073.96 | $3,693.78 | 7.05% |
Kea Molnar Cromwell Holdings LLC | 26 | $699 | $745.68 | $46.68 | 6.68% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 12,435 | $331,393 | $358,065.82 | $26,672.82 | 8.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 352 | $9,107.38 | $9,958.08 | $850.7 | 9.34% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 113 | $6,950.94 | $3,240.84 | -$3,710.1 | -53.38% |
| MS Marek Sestak Czech National Bank | 50,895 | $2.68M | $1.46M | -$1.22M | -45.6% |
Penny A. Phillips Journey Strategic Wealth LLC | 61,846 | $2.97M | $1.77M | -$1.2M | -40.48% |
Ana-Maria Ignat Covestor Ltd | 1,759 | $49,067.46 | $50,272.22 | $1,204.76 | 2.46% |
Samantha Pierangeli City State Bank | 10 | $260.6 | $285.9 | $25.3 | 9.71% |
W. Travis McKinney HB Wealth Management LLC | 8,350 | $220,774 | $238,643 | $17,869 | 8.09% |
William Jollie Quent Capital LLC | 972 | $26,047.42 | $27,779.76 | $1,732.34 | 6.65% |
Taro Kuriyama Axq Capita LLP | 64,445 | $1.72M | $1.85M | $134,690.3 | 7.84% |
Katie Christensen iSAM Funds UKK) Ltd | 7,800 | $206,232.25 | $225,225 | $18,992.75 | 9.21% |
Khanthaly Dacanay Chi Co. Wealth RIA | 17,588 | $1.18M | $504,247.96 | -$671,825.26 | -57.12% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,130 | $1.2M | $689,635.4 | -$506,687.98 | -42.35% |