| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Van Winkle Twelve Points Wealth Management LLC | 45,934 | $2.89M | $3.75M | $857,722.53 | 29.64% |
Kevin B. Crawford JB Capital LLC | 175,850 | $12.91M | $13.39M | $488,454.4 | 3.78% |
Richard Slavik Newbridge Financial Services Group Inc. | 866 | $46,892.4 | $71,254.48 | $24,362.08 | 51.95% |
Kurt Van Dyken Lifeworks Advisors LLC | 232,160 | $12.32M | $19.1M | $6.78M | 55.05% |
| KRB Kyle R. Bubeck Systelligence LLC | 43,760 | $3.37M | $3.33M | -$31,896.24 | -0.95% |
Kimberly Cappellano Private Wealth Asset Management LLC | 19,699 | $1.26M | $1.63M | $361,989.06 | 28.65% |
Christina Forster Pazienza Guardian Partners Inc. | 15,125 | $1.23M | $1.15M | -$74,917.5 | -6.11% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 5,594 | $475,817.86 | $426,094.98 | -$49,722.88 | -10.45% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 9,718 | $734,024 | $740,220.06 | $6,196.06 | 0.84% |
Andrew Endelman Independent Wealth Network Inc. | 15,606 | $834,530.14 | $1.19M | $354,178.88 | 42.44% |
Larry Herold Herold Advisors Inc. | 2,685 | $236,709.6 | $204,516.45 | -$32,193.15 | -13.6% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 212,251 | $7.94M | $16.17M | $8.23M | 103.7% |
| DC Donie Carlson DMC Group LLC | 15,478 | $969,196.17 | $1.18M | $209,763.09 | 21.64% |
Thomas Herbert VPR Management LLC | 395,430 | $13.37M | $32.54M | $19.17M | 143.37% |
Bobby Adusumilli SJS Investment Consulting Inc. | 3,057 | $223,834.37 | $232,851.69 | $9,017.32 | 4.03% |
Kea Molnar Cromwell Holdings LLC | 630 | $47,571 | $47,987.1 | $416.1 | 0.87% |
| MR Michael Ryan Whelan Financial | 7,450 | $596,469.79 | $567,466.5 | -$29,003.29 | -4.86% |
David Spratt Badgley Phelps Wealth Managers LLC | 14,492 | $902,363.04 | $1.1M | $201,492.6 | 22.33% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 2,871 | $233,039.07 | $236,225.88 | $3,186.81 | 1.37% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 74,947 | $3.56M | $5.71M | $2.15M | 60.21% |