| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Enzi Wealth Enzi Wealth | 9,831 | $218,233.89 | $1.21M | $991,568.95 | 454.36% |
Robert Tutela Essex LLC | 3,835 | $538,332.15 | $471,935.09 | -$66,397.06 | -12.33% |
Troy Winegarner Strong Tower Advisory Services | 15,422 | $383,629.02 | $1.9M | $1.51M | 394.7% |
Brian Baylis Bell Investment Advisors Inc. | 1,159 | $39,852.63 | $199,359.58 | $159,506.95 | 400.24% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 149,959 | $18.43M | $18.45M | $25,733.02 | 0.14% |
| KC Kasey Cook Maripau Wealth Management LLC | 1,657 | $230,855.28 | $203,910.42 | -$26,944.86 | -11.67% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 16,410 | $2.69M | $2.02M | -$669,366.88 | -24.89% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 193,954 | $18.2M | $23.87M | $5.66M | 31.12% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $116.67 | $123.06 | $6.39 | 5.48% |
Andrew Endelman Independent Wealth Network Inc. | 16,040 | $784,565.31 | $1.97M | $1.19M | 151.59% |
Larry Herold Herold Advisors Inc. | 2,644 | $363,308.34 | $325,370.63 | -$37,937.71 | -10.44% |
Adam Sappern Mbb Public Markets I LLC | 2,957 | $249,570.8 | $363,888.41 | $114,317.61 | 45.81% |
| JB John Brim Smith Group Asset Management LLC | 4,870 | $411,028 | $599,302.19 | $188,274.19 | 45.81% |
| AB Andrew Blass Atlantic Private Wealth LLC | 86 | $8,712.16 | $10,583.16 | $1,871 | 21.48% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 25,099 | $4.46M | $3.09M | -$1.37M | -30.77% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,775 | $314,617.07 | $218,431.5 | -$96,185.57 | -30.57% |
Janet Messer FRG Family Wealth Advisors LLC | 11,802 | $1.92M | $1.45M | -$464,331.24 | -24.23% |
| DC Donie Carlson DMC Group LLC | 4,556 | $275,857.44 | $560,661.35 | $284,803.91 | 103.24% |
| YAI Yossi Attias, Ilana Cohen Yahav Achim Ve Achayot - Provident Funds Management Co. Ltd. | 11,832 | $1.38M | $1.46M | $75,606.46 | 5.48% |
Bobby Adusumilli SJS Investment Consulting Inc. | 3,594 | $215,014.68 | $442,277.63 | $227,262.95 | 105.7% |