| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SR Spencer Rand Five Oceans Advisors | 2,226 | $212,546.08 | $184,156.98 | -$28,389.1 | -13.36% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,549 | $384,613.26 | $459,068.77 | $74,455.51 | 19.36% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 7,374 | $420,857.74 | $619,231.65 | $198,373.91 | 47.14% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 150 | $16,171.5 | $12,598.5 | -$3,573 | -22.09% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,800 | $118,228.2 | $151,551 | $33,322.8 | 28.19% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,890 | $180,504.45 | $159,128.55 | -$21,375.9 | -11.84% |
| SE Sima Elimelech Activest Wealth Management | 177 | $16,759.07 | $15,266.25 | -$1,492.82 | -8.91% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 15,614 | $1.44M | $1.29M | -$146,146.98 | -10.16% |
| TW Troy Winegarner Strong Tower Advisory Services | 9,952 | $629,122.57 | $855,374.4 | $226,251.83 | 35.96% |
Brian Baylis Bell Investment Advisors Inc. | 397 | $22,220.65 | $33,344.03 | $11,123.38 | 50.06% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 6,734 | $725,166.9 | $566,969.13 | -$158,197.77 | -21.82% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 347,870 | $27.36M | $28.89M | $1.53M | 5.59% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 73 | $6,658.33 | $6,281.65 | -$376.68 | -5.66% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 17,243 | $1.69M | $1.43M | -$259,319.64 | -15.38% |
| DC Donie Carlson DMC Group LLC | 4,500 | $415,395 | $378,877.5 | -$36,517.5 | -8.79% |
Bobby Adusumilli SJS Investment Consulting Inc. | 751 | $68,919.61 | $62,370.55 | -$6,549.06 | -9.5% |
Kea Molnar Cromwell Holdings LLC | 2,730 | $192,202.92 | $233,715.3 | $41,512.38 | 21.6% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 207,053 | $13.27M | $17.39M | $4.12M | 31.06% |
| DH Dinan Hu R Squared Ltd | 8,272 | $826,032.32 | $694,765.28 | -$131,267.04 | -15.89% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 3,260 | $300,931 | $273,807.4 | -$27,123.6 | -9.01% |