| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MSC McElhenny Sheffield Capital Management LLC McElhenny Sheffield Capital Management LLC | 3,279 | $221,238.52 | $266,763.04 | $45,524.52 | 20.58% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 24,019 | $1.69M | $1.95M | $266,530.72 | 15.79% |
| EW Enzi Wealth Enzi Wealth | 2,576 | $209,351.52 | $209,570.48 | $218.96 | 0.1% |
| WB William Bromley Innova Wealth Partners | 3,383 | $239,196.79 | $275,223.96 | $36,027.17 | 15.06% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 4,911 | $296,681.72 | $399,534.4 | $102,852.68 | 34.67% |
Brian Baylis Bell Investment Advisors Inc. | 5,911 | $412,012.5 | $485,411.32 | $73,398.82 | 17.81% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 72,787 | $5.28M | $5.92M | $643,709.21 | 12.2% |
| GD Go Deguchi Iyo Bank Ltd. | 86,390 | $5.14M | $7.03M | $1.89M | 36.79% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 360,787 | $23.16M | $29.63M | $6.47M | 27.94% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,006 | $59,697.62 | $82,612.72 | $22,915.1 | 38.39% |
Andrew Endelman Independent Wealth Network Inc. | 3,729 | $237,188.22 | $306,225.48 | $69,037.26 | 29.11% |
Larry Herold Herold Advisors Inc. | 6,539 | $380,466.61 | $536,982.68 | $156,516.07 | 41.14% |
Alexander Eichhorn Tanager Wealth Management LLP | 3,673 | $235,408.06 | $299,074.02 | $63,665.96 | 27.04% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 22,665 | $1.62M | $1.86M | $242,270.52 | 14.96% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 5,930 | $384,787.43 | $482,850.25 | $98,062.82 | 25.48% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 41,393 | $1.81M | $3.37M | $1.56M | 85.92% |
| DC Donie Carlson DMC Group LLC | 2,974 | $226,172.71 | $242,157.95 | $15,985.24 | 7.07% |
Christopher Davis Burns Matteson Capital Management LLC | 3,538 | $196,435.09 | $288,081.65 | $91,646.56 | 46.65% |
Bobby Adusumilli SJS Investment Consulting Inc. | 3,516 | $229,831.27 | $288,733.92 | $58,902.65 | 25.63% |
Andrew J. Whalen Whalen Wealth Management Inc. | 7,742 | $543,441.79 | $630,392.35 | $86,950.56 | 16% |