| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Baylis Bell Investment Advisors Inc. | 2,895 | $110,331.67 | $276,096.15 | $165,764.48 | 150.24% |
Kalon Hoard Holland Advisory Services Inc. | 2,057 | $287,218.91 | $194,036.81 | -$93,182.1 | -32.44% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 571,643 | $25.22M | $51.49M | $26.27M | 104.18% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 35,381 | $4.94M | $3.39M | -$1.55M | -31.3% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 527,393 | $39.8M | $50.3M | $10.5M | 26.38% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2,510 | $130,146.3 | $239,378.7 | $109,232.4 | 83.93% |
Andrew Endelman Independent Wealth Network Inc. | 6,221 | $165,491.24 | $569,656.97 | $404,165.73 | 244.22% |
Larry Herold Herold Advisors Inc. | 7,541 | $230,726.05 | $691,434.29 | $460,708.24 | 199.68% |
Alexander Eichhorn Tanager Wealth Management LLP | 3,633 | $507,275.79 | $335,471.22 | -$171,804.57 | -33.87% |
| AB Andrew Blass Atlantic Private Wealth LLC | 1,845 | $41,607.5 | $168,936.69 | $127,329.19 | 306.02% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 110,475 | $7.05M | $10.46M | $3.41M | 48.34% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,477 | $206,234 | $135,248.89 | -$70,985.11 | -34.42% |
Janet Messer FRG Family Wealth Advisors LLC | 7,281 | $253,947.67 | $672,327.54 | $418,379.87 | 164.75% |
| DC Donie Carlson DMC Group LLC | 26,922 | $863,351.99 | $2.52M | $1.66M | 192.28% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 4,373 | $610,601.99 | $403,873.23 | -$206,728.76 | -33.86% |
| YAI Yossi Attias, Ilana Cohen Yahav Achim Ve Achayot - Provident Funds Management Co. Ltd. | 47,252 | $6.6M | $4.22M | -$2.38M | -36.06% |
Tracy Richards FIDELIS iM LLC | 1,718 | $239,884.34 | $154,362.3 | -$85,522.04 | -35.65% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,742 | $118,770.77 | $261,504.54 | $142,733.77 | 120.18% |
Andrew J. Whalen Whalen Wealth Management Inc. | 9,715 | $428,722.79 | $889,116.8 | $460,394.01 | 107.39% |
Jenell Wunsch Sora Investors LLC | 291,791 | $40.74M | $27.46M | -$13.28M | -32.6% |