| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,595 | $829,974.23 | $765,986.65 | -$63,987.58 | -7.71% |
| EW Enzi Wealth Enzi Wealth | 1,492 | $332,045.43 | $323,868.45 | -$8,176.98 | -2.46% |
| WB William Bromley Innova Wealth Partners | 2,400 | $680,104.92 | $520,968.02 | -$159,136.9 | -23.4% |
| RT Robert Tutela Essex LLC | 9,654 | $1.38M | $2.06M | $674,222.77 | 48.76% |
Brian Baylis Bell Investment Advisors Inc. | 749 | $153,076.7 | $159,544.48 | $6,467.78 | 4.23% |
Kalon Hoard Holland Advisory Services Inc. | 1,025 | $165,051.18 | $224,546.76 | $59,495.58 | 36.05% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 231,531 | $41.27M | $49.33M | $8.06M | 19.53% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 292,200 | $50.5M | $62.36M | $11.86M | 23.48% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 944 | $205,768.32 | $200,760.48 | -$5,007.84 | -2.43% |
Larry Herold Herold Advisors Inc. | 19,616 | $2.7M | $4.18M | $1.48M | 55.07% |
Alexander Eichhorn Tanager Wealth Management LLP | 991 | $271,453.12 | $211,152.37 | -$60,300.75 | -22.21% |
| AB Andrew Blass Atlantic Private Wealth LLC | 257 | $57,480.86 | $54,758.99 | -$2,721.87 | -4.74% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 70,080 | $11.11M | $15.21M | $4.1M | 36.94% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 5,295 | $895,684.73 | $1.13M | $232,520.92 | 25.96% |
| DC Donie Carlson DMC Group LLC | 2,033 | $340,861.12 | $433,171.31 | $92,310.19 | 27.08% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,742 | $320,354.92 | $371,882.16 | $51,527.24 | 16.08% |
Andrew J. Whalen Whalen Wealth Management Inc. | 2,035 | $574,424.62 | $433,597.45 | -$140,827.17 | -24.52% |
Kea Molnar Cromwell Holdings LLC | 2,744 | $480,532 | $579,697.44 | $99,165.44 | 20.64% |
| MR Michael Ryan Whelan Financial | 1,877 | $422,622.82 | $399,932.39 | -$22,690.43 | -5.37% |
| MAL Mason & Associates LLC Mason & Associates LLC | 932 | $206,046.44 | $196,894.32 | -$9,152.12 | -4.44% |