| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cheryl Smith DB Fitzpatrick & Co Inc. | 12 | $1,908.72 | $1,558.44 | -$350.28 | -18.35% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,321 | $440,302.62 | $431,298.27 | -$9,004.35 | -2.05% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,199 | $805,658.75 | $545,324.13 | -$260,334.62 | -32.31% |
| WB William Bromley Innova Wealth Partners | 2,480 | $546,859.3 | $322,077.6 | -$224,781.7 | -41.1% |
Robert Tutela Essex LLC | 2,325 | $295,353.42 | $301,947.75 | $6,594.33 | 2.23% |
Brian Baylis Bell Investment Advisors Inc. | 736 | $80,568.94 | $108,206.72 | $27,637.78 | 34.3% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 76,325 | $12.33M | $9.91M | -$2.42M | -19.63% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,396 | $486,703.54 | $348,570.08 | -$138,133.46 | -28.38% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 553,858 | $94.69M | $84.9M | -$9.79M | -10.34% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 5 | $732.75 | $649.35 | -$83.4 | -11.38% |
Andrew Endelman Independent Wealth Network Inc. | 2,519 | $369,159.45 | $327,142.53 | -$42,016.92 | -11.38% |
Larry Herold Herold Advisors Inc. | 5,120 | $506,710.98 | $664,934.4 | $158,223.42 | 31.23% |
Alexander Eichhorn Tanager Wealth Management LLP | 3,433 | $420,002.51 | $445,843.71 | $25,841.2 | 6.15% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 203,031 | $20.71M | $26.37M | $5.66M | 27.35% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 9,158 | $1.43M | $1.19M | -$237,197.8 | -16.63% |
Janet Messer FRG Family Wealth Advisors LLC | 8,415 | $353,554.23 | $1.09M | $739,301.82 | 209.11% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 4,989 | $652,057.12 | $647,921.43 | -$4,135.69 | -0.63% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,439 | $404,704.36 | $186,882.93 | -$217,821.43 | -53.82% |
Andrew J. Whalen Whalen Wealth Management Inc. | 8,942 | $1.59M | $1.37M | -$220,271.29 | -13.85% |
Kea Molnar Cromwell Holdings LLC | 5,391 | $769,414.6 | $700,129.17 | -$69,285.43 | -9% |