| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Enzi Wealth Enzi Wealth | 5,000 | $262,872.84 | $464,525 | $201,652.16 | 76.71% |
Brian Baylis Bell Investment Advisors Inc. | 1,597 | $95,447.89 | $150,373.52 | $54,925.63 | 57.55% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 16,522 | $1.58M | $1.52M | -$59,310.29 | -3.76% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 617,153 | $43.48M | $58.11M | $14.63M | 33.64% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 4 | $369.08 | $387.2 | $18.12 | 4.91% |
Larry Herold Herold Advisors Inc. | 9,905 | $761,938.21 | $914,825.8 | $152,887.59 | 20.07% |
| JB John Brim Smith Group Asset Management LLC | 419,431 | $35.96M | $39.23M | $3.27M | 9.1% |
| AB Andrew Blass Atlantic Private Wealth LLC | 10 | $999.1 | $922.9 | -$76.2 | -7.63% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 16,615 | $1.13M | $1.56M | $435,253.55 | 38.69% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 3,913 | $309,266.13 | $363,419.87 | $54,153.74 | 17.51% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 3,687 | $213,573.22 | $343,997.1 | $130,423.88 | 61.07% |
Christopher Davis Burns Matteson Capital Management LLC | 2,470 | $176,808.27 | $227,141.2 | $50,332.93 | 28.47% |
Bobby Adusumilli SJS Investment Consulting Inc. | 10,497 | $699,303.76 | $988,397.52 | $289,093.76 | 41.34% |
Andrew J. Whalen Whalen Wealth Management Inc. | 2,663 | $247,542.21 | $247,792.15 | $249.94 | 0.1% |
Kea Molnar Cromwell Holdings LLC | 5,381 | $447,613.75 | $504,495.65 | $56,881.9 | 12.71% |
| MR Michael Ryan Whelan Financial | 19,156 | $1.72M | $1.8M | $76,434.36 | 4.43% |
David Spratt Badgley Phelps Wealth Managers LLC | 54,238 | $5.42M | $5M | -$420,886.88 | -7.77% |
Stacey Madison VELA Investment Management LLC | 12,410 | $890,809.44 | $1.17M | $280,074.06 | 31.44% |
Christopher Moore Paralel Advisors LLC | 750,000 | $41.01M | $70.62M | $29.61M | 72.22% |
Dinan Hu R Squared Ltd | 8,099 | $747,294 | $743,852.65 | -$3,441.35 | -0.46% |