| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jodi Greenlund Financial Council LLC | 4,230 | $269,936.7 | $307,542.15 | $37,605.45 | 13.93% |
Eddie Wilcox Rollins Financial Advisors LLC | 11,931 | $1.14M | $840,658.26 | -$295,919.06 | -26.04% |
Christina Forster Pazienza Guardian Partners Inc. | 900 | $64,260 | $63,513 | -$747 | -1.16% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 3,706 | $356,331.9 | $261,532.42 | -$94,799.48 | -26.6% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 29 | $2,764.45 | $2,108.15 | -$656.3 | -23.74% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 50,030 | $4.69M | $3.63M | -$1.06M | -22.65% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 15,803 | $828,019.68 | $1.12M | $287,198.03 | 34.68% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 5,623 | $588,072.65 | $396,815.11 | -$191,257.54 | -32.52% |
| EW Enzi Wealth Enzi Wealth | 3,618 | $252,297.3 | $255,322.26 | $3,024.96 | 1.2% |
Robert Tutela Essex LLC | 9,214 | $224,168.91 | $650,231.98 | $426,063.07 | 190.06% |
Brian Baylis Bell Investment Advisors Inc. | 2,749 | $152,124.85 | $199,604.89 | $47,480.04 | 31.21% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 485,615 | $42.07M | $35.25M | -$6.82M | -16.22% |
| KC Kasey Cook Maripau Wealth Management LLC | 4,914 | $462,110.46 | $346,780.98 | -$115,329.48 | -24.96% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 57,786 | $3.66M | $4.2M | $539,645.63 | 14.74% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2.06M | $214.99M | $149.72M | -$65.27M | -30.36% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 757 | $56,215.78 | $55,139.88 | -$1,075.9 | -1.91% |
Andrew Endelman Independent Wealth Network Inc. | 6,002 | $486,244.6 | $423,561.14 | -$62,683.46 | -12.89% |
Larry Herold Herold Advisors Inc. | 14,772 | $1.17M | $1.04M | -$127,329.14 | -10.88% |
Alexander Eichhorn Tanager Wealth Management LLP | 7,117 | $678,545.64 | $502,246.69 | -$176,298.95 | -25.98% |
| JB John Brim Smith Group Asset Management LLC | 461,316 | $34.53M | $32.5M | -$2.03M | -5.87% |