| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Baylis Bell Investment Advisors Inc. | 5,794 | $404,652.03 | $533,048 | $128,395.97 | 31.73% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 63,680 | $4.62M | $5.92M | $1.29M | 27.97% |
| GD Go Deguchi Iyo Bank Ltd. | 86,390 | $5.14M | $8.02M | $2.89M | 56.18% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 869,969 | $64.54M | $80.04M | $15.5M | 24.01% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,006 | $59,697.62 | $92,778.35 | $33,080.73 | 55.41% |
Andrew Endelman Independent Wealth Network Inc. | 3,724 | $236,869.97 | $341,788.72 | $104,918.75 | 44.29% |
Larry Herold Herold Advisors Inc. | 6,898 | $409,642.54 | $621,578.78 | $211,936.24 | 51.74% |
Alexander Eichhorn Tanager Wealth Management LLP | 4,168 | $275,636.71 | $382,539.04 | $106,902.33 | 38.78% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 39,858 | $3.1M | $3.68M | $585,122.19 | 18.88% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 6,017 | $391,858.34 | $542,191.87 | $150,333.53 | 38.36% |
Janet Messer FRG Family Wealth Advisors LLC | 41,393 | $1.81M | $3.8M | $1.99M | 109.57% |
| DC Donie Carlson DMC Group LLC | 2,801 | $213,016.06 | $257,131.8 | $44,115.74 | 20.71% |
Christopher Davis Burns Matteson Capital Management LLC | 3,538 | $196,435.09 | $318,809.18 | $122,374.09 | 62.3% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,708 | $182,161.85 | $249,136 | $66,974.15 | 36.77% |
Andrew J. Whalen Whalen Wealth Management Inc. | 11,020 | $811,578.81 | $993,012.2 | $181,433.39 | 22.36% |
Kea Molnar Cromwell Holdings LLC | 13,228 | $866,784.57 | $1.22M | $352,969.31 | 40.72% |
| MR Michael Ryan Whelan Financial | 2,657 | $215,934.39 | $244,696.41 | $28,762.02 | 13.32% |
Nancy Williamson Helen Stephens Group LLC | 2,995 | $227,997.8 | $269,879.45 | $41,881.65 | 18.37% |
David Spratt Badgley Phelps Wealth Managers LLC | 333,789 | $20.77M | $30.64M | $9.86M | 47.47% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 139,400 | $11.3M | $12.79M | $1.49M | 13.21% |