| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jodi Greenlund Financial Council LLC | 7,210 | $745,543.26 | $762,818 | $17,274.74 | 2.32% |
Christina Forster Pazienza Guardian Partners Inc. | 55,832 | $5.14M | $5.91M | $768,522.57 | 14.96% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 14,839 | $1.32M | $1.57M | $245,002.97 | 18.49% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,159 | $266,632.26 | $334,222.2 | $67,589.94 | 25.35% |
Robert Tutela Essex LLC | 4,222 | $385,363.78 | $446,687.6 | $61,323.82 | 15.91% |
Brian Baylis Bell Investment Advisors Inc. | 1,833 | $167,957.79 | $193,968.06 | $26,010.27 | 15.49% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 41,868 | $4.26M | $4.43M | $171,792.32 | 4.03% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.8M | $163.77M | $190.29M | $26.52M | 16.19% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 101 | $8,523.19 | $10,685.8 | $2,162.61 | 25.37% |
Larry Herold Herold Advisors Inc. | 3,205 | $303,373.53 | $339,089 | $35,715.47 | 11.77% |
Alexander Eichhorn Tanager Wealth Management LLP | 2,870 | $279,608.54 | $303,703.4 | $24,094.86 | 8.62% |
| AB Andrew Blass Atlantic Private Wealth LLC | 300 | $27,919 | $31,746 | $3,827 | 13.71% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 86,845 | $8.49M | $9.19M | $699,106.9 | 8.23% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 9,013 | $825,871.11 | $953,755.66 | $127,884.55 | 15.48% |
Janet Messer FRG Family Wealth Advisors LLC | 6,599 | $400,998.06 | $698,306.18 | $297,308.12 | 74.14% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 2,784 | $245,084.98 | $294,547.2 | $49,462.22 | 20.18% |
Bobby Adusumilli SJS Investment Consulting Inc. | 255 | $22,830.48 | $26,984.1 | $4,153.62 | 18.19% |
Kea Molnar Cromwell Holdings LLC | 3,427 | $303,207.55 | $362,576.6 | $59,369.05 | 19.58% |
David Spratt Badgley Phelps Wealth Managers LLC | 47,600 | $4.7M | $5.04M | $339,431.66 | 7.23% |
Stacey Madison VELA Investment Management LLC | 3,875 | $303,745.75 | $410,052.5 | $106,306.75 | 35% |