| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jodi Greenlund Financial Council LLC | 1,849 | $201,688.92 | $474,795.46 | $273,106.54 | 135.41% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,714 | $323,011.06 | $442,409.11 | $119,398.05 | 36.96% |
| WB William Bromley Innova Wealth Partners | 2,061 | $569,670.57 | $528,502.23 | -$41,168.34 | -7.23% |
| TW Troy Winegarner Strong Tower Advisory Services | 15,669 | $3.36M | $3.92M | $564,624.59 | 16.81% |
Brian Baylis Bell Investment Advisors Inc. | 272 | $54,607.47 | $69,788.4 | $15,180.93 | 27.8% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 7,373 | $1.9M | $1.9M | -$4,978.98 | -0.26% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 226,475 | $40.84M | $58.39M | $17.55M | 42.97% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 27 | $9,538.29 | $6,814.53 | -$2,723.76 | -28.56% |
Larry Herold Herold Advisors Inc. | 888 | $301,268.4 | $228,260.4 | -$73,008 | -24.23% |
| AB Andrew Blass Atlantic Private Wealth LLC | 2 | $706.54 | $514.1 | -$192.44 | -27.24% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 14,851 | $2.5M | $3.82M | $1.31M | 52.52% |
Bobby Adusumilli SJS Investment Consulting Inc. | 430 | $138,297.33 | $110,866.17 | -$27,431.16 | -19.83% |
Andrew J. Whalen Whalen Wealth Management Inc. | 1,110 | $365,291.37 | $285,325.5 | -$79,965.87 | -21.89% |
Kea Molnar Cromwell Holdings LLC | 877 | $177,966.8 | $221,797.68 | $43,830.88 | 24.63% |
Lindsay Voak Greenland Capital Management LP | 890 | $248,533 | $228,431.85 | -$20,101.15 | -8.09% |
Kevin Batstone BayBridge Capital Group LLC | 1,605 | $326,376.13 | $405,912.52 | $79,536.39 | 24.37% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 8,860 | $1.89M | $2.24M | $345,218.15 | 18.26% |
Bradley W. Clark Paladin Advisory Group LLC | 29 | $2,276.5 | $7,476.34 | $5,199.84 | 228.41% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 9 | $2,513.25 | $2,320.45 | -$192.8 | -7.67% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,459 | $1.44M | $1.15M | -$289,696.14 | -20.1% |