| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 1,123 | $382,651.01 | $388,737.68 | $6,086.67 | 1.59% |
| EJL Emery J. Levick US Asset Management LLC | 708 | $183,464.04 | $250,143.48 | $66,679.44 | 36.34% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,949 | $630,444.94 | $686,291.62 | $55,846.68 | 8.86% |
Sima Elimelech Activest Wealth Management | 230 | $71,856.65 | $81,284.3 | $9,427.65 | 13.12% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 4,807 | $952,634.66 | $1.7M | $751,350.75 | 78.87% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,302 | $368,353.99 | $455,895.29 | $87,541.3 | 23.77% |
| WB William Bromley Innova Wealth Partners | 1,073 | $326,694.09 | $371,429.68 | $44,735.59 | 13.69% |
Robert Tutela Essex LLC | 748 | $243,287 | $258,927.68 | $15,640.68 | 6.43% |
Brian Baylis Bell Investment Advisors Inc. | 328 | $77,673.58 | $115,980.8 | $38,307.22 | 49.32% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 912 | $310,847 | $324,288.96 | $13,441.96 | 4.32% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 153,047 | $47.44M | $54.13M | $6.68M | 14.09% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $340.74 | $353.68 | $12.94 | 3.8% |
Larry Herold Herold Advisors Inc. | 9,020 | $2.18M | $3.12M | $938,202.05 | 42.95% |
| AB Andrew Blass Atlantic Private Wealth LLC | 125 | $36,096.21 | $43,768.75 | $7,672.54 | 21.26% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 59,394 | $14.74M | $20.97M | $6.23M | 42.25% |
Janet Messer FRG Family Wealth Advisors LLC | 3,783 | $541,582.18 | $1.32M | $783,035.27 | 144.58% |
Kea Molnar Cromwell Holdings LLC | 1,146 | $293,365 | $404,864.61 | $111,499.61 | 38.01% |
David Spratt Badgley Phelps Wealth Managers LLC | 76,083 | $15.34M | $26.64M | $11.3M | 73.68% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 3,641 | $1.19M | $1.27M | $82,286.31 | 6.9% |
Ellen York T. Rowe Price Investment Management Inc. | 8,132 | $2.65M | $2.9M | $253,067.84 | 9.55% |