| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christina Forster Pazienza Guardian Partners Inc. | 640 | $277,331 | $183,628.81 | -$93,702.19 | -33.79% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 1,401 | $188,525.9 | $421,855.1 | $233,329.2 | 123.77% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 11,990 | $866,037.7 | $3.26M | $2.39M | 276.51% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,980 | $265,122 | $596,197.78 | $331,075.78 | 124.88% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 692 | $300,003 | $198,548.65 | -$101,454.35 | -33.82% |
| WB William Bromley Innova Wealth Partners | 958 | $204,686.28 | $288,463.37 | $83,777.09 | 40.93% |
Brian Baylis Bell Investment Advisors Inc. | 651 | $70,633.49 | $180,626.46 | $109,992.97 | 155.72% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 96,952 | $21.48M | $26.36M | $4.88M | 22.73% |
| KC Kasey Cook Maripau Wealth Management LLC | 833 | $360,963.88 | $250,824.62 | -$110,139.26 | -30.51% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 598,102 | $122.11M | $165.95M | $43.84M | 35.9% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 4 | $1,733.32 | $1,096.16 | -$637.16 | -36.76% |
Andrew Endelman Independent Wealth Network Inc. | 680 | $294,664.39 | $195,105.61 | -$99,558.78 | -33.79% |
Larry Herold Herold Advisors Inc. | 5,450 | $413,590.84 | $1.64M | $1.23M | 296.78% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,232 | $294,861.6 | $353,485.44 | $58,623.84 | 19.88% |
| JB John Brim Smith Group Asset Management LLC | 175,747 | $75.07M | $52.92M | -$22.15M | -29.51% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 68,976 | $9.2M | $18.92M | $9.72M | 105.61% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,458 | $311,516.16 | $439,018.37 | $127,502.21 | 40.93% |
| DC Donie Carlson DMC Group LLC | 1,780 | $436,989.66 | $510,717.6 | $73,727.94 | 16.87% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,754 | $252,153.09 | $486,664.84 | $234,511.75 | 93% |
Andrew J. Whalen Whalen Wealth Management Inc. | 4,195 | $934,096.87 | $1.26M | $329,059.54 | 35.23% |