| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Enzi Wealth Enzi Wealth | 9,925 | $1.62M | $3.16M | $1.53M | 94.51% |
Brian Baylis Bell Investment Advisors Inc. | 273 | $46,489.15 | $88,555.74 | $42,066.59 | 90.49% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 65,442 | $20.44M | $20.83M | $391,361.89 | 1.91% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 452,846 | $119.84M | $146.89M | $27.05M | 22.57% |
| JB John Brim Smith Group Asset Management LLC | 140,120 | $28.63M | $44.93M | $16.3M | 56.94% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 754 | $278,252.64 | $243,172.54 | -$35,080.1 | -12.61% |
Bobby Adusumilli SJS Investment Consulting Inc. | 41 | $12,617.72 | $13,299.58 | $681.86 | 5.4% |
Kea Molnar Cromwell Holdings LLC | 832 | $258,403.29 | $268,636.16 | $10,232.87 | 3.96% |
| MR Michael Ryan Whelan Financial | 743 | $259,151.43 | $240,297.35 | -$18,854.08 | -7.28% |
Lindsay Voak Greenland Capital Management LP | 2,625 | $820,522.49 | $837,138.75 | $16,616.26 | 2.03% |
Ellen York T. Rowe Price Investment Management Inc. | 1.2M | $444.77M | $381.36M | -$63.41M | -14.26% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 11,033 | $3.19M | $3.56M | $366,295.29 | 11.48% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 9 | $2,813.22 | $2,867.35 | $54.13 | 1.92% |
Ashish Sharma DGS Capital Management LLC | 4,998 | $999,436.25 | $1.59M | $589,627.87 | 59% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,221 | $385,753.19 | $710,808.84 | $325,055.65 | 84.27% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,345 | $682,870.16 | $772,583.68 | $89,713.52 | 13.14% |
| JPM Justin P. Mason Keb Asset Management LLC | 2,001 | $537,830.66 | $643,821.75 | $105,991.09 | 19.71% |
Michael Capobianco MWA Asset Management | 4,231 | $1.06M | $1.37M | $312,678.29 | 29.54% |
Scott Ungar BlackDiamond Wealth Management LLC | 639 | $239,829.49 | $203,671.66 | -$36,157.83 | -15.08% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 5,814 | $1.31M | $1.89M | $579,502.78 | 44.37% |