| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christina Forster Pazienza Guardian Partners Inc. | 10,945 | $1.18M | $1.28M | $99,970.47 | 8.46% |
Robert Tutela Essex LLC | 4,085 | $315,239.45 | $478,557.75 | $163,318.3 | 51.81% |
Brian Baylis Bell Investment Advisors Inc. | 152 | $22,297.29 | $23,038.64 | $741.35 | 3.32% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 20,115 | $2.33M | $2.36M | $21,870.56 | 0.94% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,501 | $360,697.67 | $388,105.18 | $27,407.51 | 7.6% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 6,130 | $480,376.1 | $718,129.5 | $237,753.4 | 49.49% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 428,663 | $50.01M | $64.48M | $14.47M | 28.94% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,914 | $218,540.52 | $224,225.1 | $5,684.58 | 2.6% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 68,631 | $4.5M | $8.04M | $3.54M | 78.81% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 7,566 | $606,339.19 | $886,356.9 | $280,017.71 | 46.18% |
| DC Donie Carlson DMC Group LLC | 8,811 | $676,946.72 | $1.03M | $355,261.93 | 52.48% |
Bobby Adusumilli SJS Investment Consulting Inc. | 360 | $40,596.94 | $42,174 | $1,577.06 | 3.88% |
Kea Molnar Cromwell Holdings LLC | 2,054 | $159,056.26 | $240,626.1 | $81,569.84 | 51.28% |
Dinan Hu R Squared Ltd | 3,499 | $472,211.02 | $431,426.7 | -$40,784.32 | -8.64% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 5,350 | $413,570.8 | $830,213 | $416,642.2 | 100.74% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,521 | $760,360.32 | $763,935.15 | $3,574.83 | 0.47% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,234 | $108,586.89 | $144,563.1 | $35,976.21 | 33.13% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,940 | $868,788.92 | $1.23M | $356,710.38 | 41.06% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 6,039 | $483,680.27 | $932,089.45 | $448,409.18 | 92.71% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,793 | $365,320.42 | $327,199.95 | -$38,120.47 | -10.43% |