| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HP Hannah Perry Crestmont Private Wealth LLC | 7,169 | $297,299.77 | $781,062.55 | $483,762.78 | 162.72% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 3,452 | $258,367.56 | $378,546.32 | $120,178.76 | 46.51% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 11,013 | $1.18M | $1.2M | $23,514.3 | 1.99% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 64,321 | $2.82M | $7M | $4.18M | 148% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 125,993 | $15.12M | $13.8M | -$1.31M | -8.68% |
Andrew J. Whalen Whalen Wealth Management Inc. | 3,782 | $458,680.96 | $419,007.78 | -$39,673.18 | -8.65% |
Ashish Sharma DGS Capital Management LLC | 2,245 | $269,489.8 | $244,907.05 | -$24,582.75 | -9.12% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 111 | $10,905.75 | $12,154.5 | $1,248.75 | 11.45% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 564 | $66,445.67 | $59,079 | -$7,366.67 | -11.09% |
| DR Dori Riddle DBK Financial Counsel LLC | 4,541 | $190,404.13 | $494,651.13 | $304,247 | 159.79% |
Matt Shibata Morling Financial Advisors LLC | 1,802 | $191,054.56 | $197,517.22 | $6,462.66 | 3.38% |
Craig Kurth PCG Wealth Advisors LLC | 24,227 | $2.23M | $2.71M | $481,179.08 | 21.59% |
Albert Luong Canoe Financia LLP | 56,520 | $2.67M | $6.18M | $3.51M | 131.16% |
Penny A. Phillips Journey Strategic Wealth LLC | 20,914 | $2.08M | $2.29M | $215,817.87 | 10.39% |
Kathryn Brown Morton Brown Family Wealth LLC | 202 | $22,983.56 | $22,086.68 | -$896.88 | -3.9% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,162 | $242,389.4 | $237,625.42 | -$4,763.98 | -1.97% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,200 | $136,740 | $131,724 | -$5,016 | -3.67% |
James Peterson Nearwater Capital Markets Ltd. | 450,000 | $51.2M | $48.96M | -$2.24M | -4.37% |
Mark Fiskio Empirical Asset Management LLC | 2,453 | $241,007.25 | $267,990.25 | $26,983 | 11.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,615 | $321,178 | $615,123.25 | $293,945.25 | 91.52% |