| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MPM Mark P. Mennitt CenterBook Partners LP | 8,413 | $238,845.07 | $246,416.77 | $7,571.7 | 3.17% |
Kurt Van Dyken Lifeworks Advisors LLC | 226,105 | $6.3M | $6.44M | $140,771.79 | 2.23% |
Sima Elimelech Activest Wealth Management | 49 | $1,219.61 | $1,345.05 | $125.44 | 10.29% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 14,023 | $264,053.09 | $401,618.72 | $137,565.63 | 52.1% |
Brian Baylis Bell Investment Advisors Inc. | 139 | $3,250.89 | $4,054.63 | $803.74 | 24.72% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 37,083 | $1.06M | $1.02M | -$37,571.68 | -3.56% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 29,386 | $762,490.23 | $841,615.04 | $79,124.81 | 10.38% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 5 | $124.45 | $137.25 | $12.8 | 10.29% |
Bobby Adusumilli SJS Investment Consulting Inc. | 108 | $3,066.12 | $2,964.6 | -$101.52 | -3.31% |
Kea Molnar Cromwell Holdings LLC | 1,851 | $46,276.98 | $50,809.95 | $4,532.97 | 9.8% |
Christopher Moore Paralel Advisors LLC | 122,671 | $3.51M | $3.59M | $85,292.26 | 2.43% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 32,900 | $854,742 | $963,641 | $108,899 | 12.74% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,231 | $33,617.51 | $33,790.95 | $173.44 | 0.52% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,823 | $201,162 | $242,191.35 | $41,029.35 | 20.4% |
| MS Marek Sestak Czech National Bank | 156,880 | $3.48M | $4.31M | $830,859.6 | 23.91% |
Ana-Maria Ignat Covestor Ltd | 4,235 | $102,894.44 | $123,534.95 | $20,640.51 | 20.06% |
Samantha Pierangeli City State Bank | 100 | $2,143 | $2,745 | $602 | 28.09% |
W. Travis McKinney HB Wealth Management LLC | 17,754 | $447,963.28 | $487,347.3 | $39,384.02 | 8.79% |
William Jollie Quent Capital LLC | 3,066 | $85,125.74 | $89,435.22 | $4,309.48 | 5.06% |
Katie Christensen iSAM Funds UKK) Ltd | 13,600 | $338,504 | $389,504 | $51,000 | 15.07% |