| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 5,146 | $494,787.9 | $369,019.66 | -$125,768.24 | -25.42% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 29 | $2,764.45 | $2,079.59 | -$684.86 | -24.77% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 50,030 | $4.69M | $3.59M | -$1.1M | -23.52% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 15,803 | $828,019.68 | $1.13M | $305,213.45 | 36.86% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 5,623 | $588,072.65 | $403,225.33 | -$184,847.32 | -31.43% |
| EW Enzi Wealth Enzi Wealth | 3,618 | $252,297.3 | $259,446.78 | $7,149.48 | 2.83% |
Robert Tutela Essex LLC | 9,214 | $224,168.91 | $660,735.94 | $436,567.03 | 194.75% |
Brian Baylis Bell Investment Advisors Inc. | 2,749 | $152,124.85 | $203,810.86 | $51,686.01 | 33.98% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 485,615 | $42.07M | $34.82M | -$7.25M | -17.23% |
| KC Kasey Cook Maripau Wealth Management LLC | 4,525 | $434,335.86 | $324,487.75 | -$109,848.11 | -25.29% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 57,786 | $3.66M | $4.14M | $482,726.42 | 13.19% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2.72M | $243.18M | $194.94M | -$48.23M | -19.83% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 757 | $56,215.78 | $54,284.47 | -$1,931.31 | -3.44% |
Andrew Endelman Independent Wealth Network Inc. | 6,002 | $486,244.6 | $430,403.42 | -$55,841.18 | -11.48% |
Larry Herold Herold Advisors Inc. | 12,470 | $1.01M | $894,223.7 | -$111,202.68 | -11.06% |
Adam Sappern Mbb Public Markets I LLC | 2,860 | $266,695 | $205,090.6 | -$61,604.4 | -23.1% |
Alexander Eichhorn Tanager Wealth Management LLP | 7,117 | $678,545.64 | $510,360.07 | -$168,185.57 | -24.79% |
| JB John Brim Smith Group Asset Management LLC | 361,810 | $24.95M | $25.95M | $999,300.2 | 4.01% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 147,745 | $12.39M | $10.59M | -$1.8M | -14.5% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 13,343 | $1.04M | $956,826.53 | -$84,468.19 | -8.11% |