| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 21,784 | $141,381.03 | $209,344.24 | $67,963.21 | 48.07% |
Joseph Castro Nuveen LLC | 370,398 | $2.69M | $3.59M | $894,564.65 | 33.24% |
Sima Elimelech Activest Wealth Management | 396 | $3,318.48 | $3,762 | $443.52 | 13.37% |
Brian Baylis Bell Investment Advisors Inc. | 1,465 | $10,849.3 | $13,917.5 | $3,068.2 | 28.28% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 26,360 | $215,425 | $249,497.4 | $34,072.4 | 15.82% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 75,387 | $536,763.57 | $716,176.5 | $179,412.93 | 33.42% |
Thomas Herbert VPR Management LLC | 438,013 | $1.89M | $4.2M | $2.31M | 121.83% |
| PA Philip Arnaudov PharVision Advisers LLC | 12,786 | $104,462 | $122,873.46 | $18,411.46 | 17.63% |
Ashish Sharma DGS Capital Management LLC | 10,353 | $76,148.06 | $97,318.2 | $21,170.14 | 27.8% |
Candace Cavalier Congress Wealth Management LLC / DE / | 50,772.55 | $315,973.12 | $487,670.36 | $171,697.24 | 54.34% |
| LF Lukas Feh LGT Group Foundation | 63,723 | $498,986.62 | $601,863.73 | $102,877.11 | 20.62% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 225,149 | $1.86M | $2.13M | $269,111.42 | 14.45% |
Dalila Toledo Ascent Group LLC | 11,991 | $87,774.64 | $113,494.81 | $25,720.17 | 29.3% |
Sherri Cohen Breakout Capital Partners LP | 3.29M | $20.8M | $30.96M | $10.15M | 48.81% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,341 | $61,465.5 | $69,739.5 | $8,274 | 13.46% |
Mariana Coli Dunhill Financial LLC | 95 | $776 | $902.5 | $126.5 | 16.3% |
Alex Nunnamaker Schechter Investment Advisors LLC | 15,996.25 | $91,016.35 | $150,204.79 | $59,188.44 | 65.03% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 10,611 | $76,948.32 | $99,902.56 | $22,954.24 | 29.83% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 52,478 | $438,233.02 | $498,541 | $60,307.98 | 13.76% |
Moises Valladares Insigneo Advisory Services LLC | 66,434 | $500,322.15 | $628,797.81 | $128,475.66 | 25.68% |