| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 1,401 | $188,525.9 | $410,521 | $221,995.1 | 117.75% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 11,990 | $866,037.7 | $3.51M | $2.65M | 305.68% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,980 | $265,122 | $580,179.58 | $315,057.58 | 118.83% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 692 | $300,003 | $202,769.83 | -$97,233.17 | -32.41% |
| WB William Bromley Innova Wealth Partners | 958 | $204,686.28 | $280,713.15 | $76,026.87 | 37.14% |
Brian Baylis Bell Investment Advisors Inc. | 651 | $70,633.49 | $202,688.86 | $132,055.37 | 186.96% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 96,952 | $21.48M | $28.41M | $6.93M | 32.28% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 421,295 | $45.5M | $123.45M | $77.95M | 171.33% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 4 | $1,733.32 | $1,172.08 | -$561.24 | -32.38% |
Andrew Endelman Independent Wealth Network Inc. | 680 | $294,664.39 | $199,253.59 | -$95,410.8 | -32.38% |
Larry Herold Herold Advisors Inc. | 5,581 | $423,052.97 | $1.64M | $1.21M | 286.56% |
Adam Sappern Mbb Public Markets I LLC | 3,321 | $241,436.7 | $973,119.38 | $731,682.68 | 303.05% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,232 | $294,861.6 | $361,000.63 | $66,139.03 | 22.43% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 74,917 | $8.73M | $21.95M | $13.22M | 151.34% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,458 | $311,516.16 | $427,223.14 | $115,706.98 | 37.14% |
| DC Donie Carlson DMC Group LLC | 1,780 | $436,989.66 | $521,575.58 | $84,585.92 | 19.36% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,795 | $255,114.52 | $525,970.88 | $270,856.36 | 106.17% |
Andrew J. Whalen Whalen Wealth Management Inc. | 5,134 | $878,792 | $1.5M | $625,572.62 | 71.19% |
Kea Molnar Cromwell Holdings LLC | 4,020 | $291,289 | $1.18M | $886,651.36 | 304.39% |
Rebecca Loeffler Corus Family Wealth Advisors | 647 | $280,364.5 | $189,583.93 | -$90,780.57 | -32.38% |