| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 42 | $5,059.18 | $6,609.54 | $1,550.36 | 30.64% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 3,035 | $223,690.45 | $474,338.03 | $250,647.58 | 112.05% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,458 | $217,314.9 | $227,725.02 | $10,410.12 | 4.79% |
Brian Baylis Bell Investment Advisors Inc. | 525 | $49,678.41 | $82,619.25 | $32,940.84 | 66.31% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 690,777 | $54.47M | $107.73M | $53.25M | 97.76% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 456,141 | $46.62M | $71.78M | $25.17M | 53.99% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 5 | $631.7 | $786.85 | $155.15 | 24.56% |
Larry Herold Herold Advisors Inc. | 6,624 | $491,539.7 | $1.04M | $543,493.42 | 110.57% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 94,905 | $7.45M | $15.09M | $7.64M | 102.58% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 9,579 | $768,058.75 | $1.49M | $726,408.93 | 94.58% |
| DC Donie Carlson DMC Group LLC | 11,396 | $869,726.06 | $1.79M | $918,306.34 | 105.59% |
Bobby Adusumilli SJS Investment Consulting Inc. | 681 | $83,908.68 | $107,168.97 | $23,260.29 | 27.72% |
Kea Molnar Cromwell Holdings LLC | 3,186 | $218,649.34 | $507,912.12 | $289,262.78 | 132.3% |
Nancy Williamson Helen Stephens Group LLC | 1,384 | $206,285.2 | $216,304.39 | $10,019.19 | 4.86% |
David Spratt Badgley Phelps Wealth Managers LLC | 122,348 | $8.97M | $19.15M | $10.18M | 113.57% |
Dinan Hu R Squared Ltd | 3,544 | $447,749 | $553,750 | $106,001 | 23.67% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 7,400 | $984,313.06 | $1.16M | $173,749.94 | 17.65% |
Ellen York T. Rowe Price Investment Management Inc. | 276,379 | $31.38M | $43.09M | $11.71M | 37.3% |
Nathan C. Goodman Family Investment Center Inc. | 4,144 | $505,215.55 | $652,141.28 | $146,925.73 | 29.08% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 7,990 | $584,968.9 | $1.25M | $664,906.8 | 113.67% |