| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 166 | $53,714.28 | $46,481.66 | -$7,232.62 | -13.46% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 7,432 | $1.54M | $2.1M | $559,101.38 | 36.34% |
Brian Baylis Bell Investment Advisors Inc. | 92 | $16,548.46 | $25,760.92 | $9,212.46 | 55.67% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 2,271 | $721,325 | $630,316.05 | -$91,008.95 | -12.62% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 717 | $227,669.01 | $201,050.38 | -$26,618.63 | -11.69% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 12,734 | $2.62M | $3.57M | $949,574.38 | 36.3% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $635.06 | $560.02 | -$75.04 | -11.82% |
Larry Herold Herold Advisors Inc. | 1,621 | $449,708.88 | $460,412.63 | $10,703.75 | 2.38% |
Bobby Adusumilli SJS Investment Consulting Inc. | 42 | $11,201.32 | $11,760.42 | $559.1 | 4.99% |
Kea Molnar Cromwell Holdings LLC | 837 | $144,708.66 | $234,075.42 | $89,366.76 | 61.76% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 9,120 | $2.82M | $2.53M | -$283,198.39 | -10.06% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,418 | $764,605.67 | $950,819.24 | $186,213.57 | 24.35% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 104 | $11,816.78 | $28,795.52 | $16,978.74 | 143.68% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 321 | $89,196.72 | $89,883.21 | $686.49 | 0.77% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 825 | $264,660.55 | $226,305.75 | -$38,354.8 | -14.49% |
Dominic Corabi Wedmont Private Capital | 7,802 | $819,917.81 | $2.17M | $1.35M | 164.8% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 16 | $790.88 | $4,488.96 | $3,698.08 | 467.59% |
Nicholas Shaheen FSA Advisors Inc. | 697 | $221,258 | $198,359.23 | -$22,898.77 | -10.35% |
Barry Oliver Capital Performance Advisors LLP | 1,833 | $504,404.94 | $518,216.59 | $13,811.65 | 2.74% |
| RS Radon Stancil POM Investment Strategies LLC | 100 | $17,735.87 | $28,247 | $10,511.13 | 59.26% |