| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BO Brian Oliveira Clear Street Group Inc. | 12,498 | $6.88M | $4.87M | -$2.01M | -29.18% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 84 | $20,635.75 | $32,761.68 | $12,125.93 | 58.76% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,883 | $1.45M | $1.12M | -$321,892.41 | -22.26% |
| RH Rick Hurley Heirloom Wealth Management | 20,342 | $11.12M | $7.95M | -$3.17M | -28.52% |
Kimberly Cappellano Private Wealth Asset Management LLC | 443 | $237,505.4 | $172,778.86 | -$64,726.54 | -27.25% |
| SE Sima Elimelech Activest Wealth Management | 201 | $97,217.18 | $80,868.33 | -$16,348.85 | -16.82% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 8,895 | $4.02M | $3.48M | -$538,930.45 | -13.42% |
Brian Baylis Bell Investment Advisors Inc. | 178 | $75,898.97 | $69,486.75 | -$6,412.22 | -8.45% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 30,210 | $16.02M | $11.78M | -$4.24M | -26.45% |
| GD Go Deguchi Iyo Bank Ltd. | 3,720 | $1.34M | $1.45M | $114,428.69 | 8.56% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 137,212 | $41.15M | $53.45M | $12.3M | 29.9% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 125 | $34,230 | $43,177.5 | $8,947.5 | 26.14% |
Larry Herold Herold Advisors Inc. | 6,450 | $2.14M | $2.52M | $378,202.2 | 17.69% |
Alexander Eichhorn Tanager Wealth Management LLP | 440 | $244,667.49 | $171,608.8 | -$73,058.69 | -29.86% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 16,485 | $8.34M | $6.41M | -$1.93M | -23.13% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,494 | $801,389.67 | $582,689.88 | -$218,699.79 | -27.29% |
| DC Donie Carlson DMC Group LLC | 1,093 | $564,320.81 | $426,291.86 | -$138,028.95 | -24.46% |
Bobby Adusumilli SJS Investment Consulting Inc. | 132 | $61,207.57 | $51,419.28 | -$9,788.29 | -15.99% |
Andrew J. Whalen Whalen Wealth Management Inc. | 587 | $332,385.72 | $228,941.74 | -$103,443.98 | -31.12% |
Kea Molnar Cromwell Holdings LLC | 1,144 | $508,908 | $399,564.88 | -$109,343.12 | -21.49% |