| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eddie Wilcox Rollins Financial Advisors LLC | 1,730 | $441,918 | $235,254.05 | -$206,663.95 | -46.77% |
Christina Forster Pazienza Guardian Partners Inc. | 7,290 | $348,040.16 | $977,807.7 | $629,767.54 | 180.95% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 1,600 | $217,552 | $215,848 | -$1,704 | -0.78% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 5,225 | $320,908.95 | $703,964.25 | $383,055.3 | 119.37% |
| WB William Bromley Innova Wealth Partners | 1,506 | $131,865.36 | $204,793.41 | $72,928.05 | 55.3% |
Brian Baylis Bell Investment Advisors Inc. | 1,008 | $52,129.2 | $139,466.88 | $87,337.68 | 167.54% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 5,199 | $914,074.77 | $691,207.05 | -$222,867.72 | -24.38% |
| KC Kasey Cook Maripau Wealth Management LLC | 866 | $221,202.37 | $117,646.1 | -$103,556.27 | -46.82% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 7,055 | $1.43M | $964,700.7 | -$463,448.11 | -32.45% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 117,671 | $21.96M | $16.28M | -$5.68M | -25.87% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 96 | $4,446.88 | $13,525.44 | $9,078.56 | 204.16% |
Larry Herold Herold Advisors Inc. | 11,415 | $450,360.5 | $1.53M | $1.08M | 239.74% |
Alexander Eichhorn Tanager Wealth Management LLP | 999 | $255,174.56 | $135,024.84 | -$120,149.72 | -47.09% |
| AB Andrew Blass Atlantic Private Wealth LLC | 15 | $1,313.4 | $2,011.95 | $698.55 | 53.19% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 16,830 | $781,730.99 | $2.29M | $1.51M | 192.97% |
Christopher Davis Burns Matteson Capital Management LLC | 311,205 | $11.32M | $42.25M | $30.93M | 273.17% |
Bobby Adusumilli SJS Investment Consulting Inc. | 935 | $128,302.14 | $129,366.6 | $1,064.46 | 0.83% |
Kea Molnar Cromwell Holdings LLC | 2,474 | $97,339.95 | $334,855.9 | $237,515.95 | 244.01% |
| MR Michael Ryan Whelan Financial | 2,093 | $292,111.19 | $285,045.67 | -$7,065.52 | -2.42% |
David Spratt Badgley Phelps Wealth Managers LLC | 1,061 | $144,264.17 | $142,418.03 | -$1,846.14 | -1.28% |