| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 50,019 | $7.62M | $7.38M | -$239,711.6 | -3.14% |
Adam J. Peck Riverwater Partners LLC | 2,413 | $370,759.95 | $356,182.93 | -$14,577.02 | -3.93% |
| EJL Emery J. Levick US Asset Management LLC | 2,625 | $338,993.34 | $387,476.25 | $48,482.91 | 14.3% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,761 | $558,726.4 | $555,161.21 | -$3,565.19 | -0.64% |
Sima Elimelech Activest Wealth Management | 386 | $54,062.89 | $56,977.46 | $2,914.57 | 5.39% |
Christina Forster Pazienza Guardian Partners Inc. | 15,731 | $2.5M | $2.32M | -$180,434.41 | -7.21% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 23,853 | $3.23M | $3.52M | $287,601.43 | 8.89% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,242 | $280,157.49 | $330,941.62 | $50,784.13 | 18.13% |
Brian Baylis Bell Investment Advisors Inc. | 1,364 | $179,108.45 | $228,961.04 | $49,852.59 | 27.83% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 22,011 | $3.68M | $3.25M | -$431,846.79 | -11.73% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 198,807 | $33.21M | $29.35M | -$3.86M | -11.64% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 4 | $739.16 | $590.44 | -$148.72 | -20.12% |
Andrew Endelman Independent Wealth Network Inc. | 2,177 | $390,344.42 | $321,346.97 | -$68,997.45 | -17.68% |
Larry Herold Herold Advisors Inc. | 13,020 | $1.77M | $1.92M | $148,174.11 | 8.35% |
Adam Sappern Mbb Public Markets I LLC | 1,692 | $259,908.12 | $249,756.12 | -$10,152 | -3.91% |
| JB John Brim Smith Group Asset Management LLC | 4,700 | $809,178 | $693,767 | -$115,411 | -14.26% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 52,775 | $8.71M | $7.79M | -$924,333.52 | -10.61% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 5,067 | $808,917.4 | $747,939.87 | -$60,977.53 | -7.54% |
Bobby Adusumilli SJS Investment Consulting Inc. | 559 | $93,834.75 | $82,513.99 | -$11,320.76 | -12.06% |
Kea Molnar Cromwell Holdings LLC | 3,556 | $706,370.1 | $524,901.16 | -$181,468.94 | -25.69% |