| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christina Forster Pazienza Guardian Partners Inc. | 55,832 | $5.14M | $5.41M | $271,059.45 | 5.28% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 14,839 | $1.32M | $1.43M | $101,806.62 | 7.68% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,159 | $266,632.26 | $306,107.1 | $39,474.84 | 14.8% |
Robert Tutela Essex LLC | 4,204 | $383,720.92 | $409,259.4 | $25,538.48 | 6.66% |
Brian Baylis Bell Investment Advisors Inc. | 1,833 | $167,957.79 | $177,599.37 | $9,641.58 | 5.74% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 41,868 | $4.26M | $4.03M | -$233,071.24 | -5.47% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.8M | $163.77M | $174.23M | $10.46M | 6.39% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $102.19 | $93.25 | -$8.94 | -8.75% |
Larry Herold Herold Advisors Inc. | 3,205 | $303,373.53 | $310,933.07 | $7,559.54 | 2.49% |
Alexander Eichhorn Tanager Wealth Management LLP | 2,870 | $279,608.54 | $278,779.17 | -$829.37 | -0.3% |
| AB Andrew Blass Atlantic Private Wealth LLC | 300 | $27,919 | $29,118.45 | $1,199.45 | 4.3% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 94,887 | $9.28M | $9.05M | -$226,569.8 | -2.44% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 9,013 | $825,871.11 | $872,818.92 | $46,947.81 | 5.68% |
Janet Messer FRG Family Wealth Advisors LLC | 6,605 | $401,535.6 | $641,972.97 | $240,437.37 | 59.88% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 2,784 | $245,084.98 | $270,145.44 | $25,060.46 | 10.23% |
Bobby Adusumilli SJS Investment Consulting Inc. | 365 | $34,071.38 | $35,361.2 | $1,289.82 | 3.79% |
Kea Molnar Cromwell Holdings LLC | 3,427 | $303,207.55 | $333,892.61 | $30,685.06 | 10.12% |
David Spratt Badgley Phelps Wealth Managers LLC | 47,600 | $4.7M | $4.62M | -$80,400.34 | -1.71% |
Kenny Tang Trans-Canada Capital Inc. | 244,855 | $25.02M | $23.78M | -$1.24M | -4.96% |
Ellen York T. Rowe Price Investment Management Inc. | 7.24M | $638.59M | $702.32M | $63.73M | 9.98% |