| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Swenson ARS Wealth Advisors Group LLC | 26,210 | $534,559.75 | $571,640.1 | $37,080.35 | 6.94% |
Brian Baylis Bell Investment Advisors Inc. | 4,482 | $83,699.41 | $97,752.42 | $14,053.01 | 16.79% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 2.21M | $62.41M | $48.18M | -$14.23M | -22.81% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 15,995 | $457,942.37 | $348,850.95 | -$109,091.42 | -23.82% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.45M | $32.82M | $31.67M | -$1.15M | -3.51% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2,437 | $42,928.23 | $53,150.97 | $10,222.74 | 23.81% |
Andrew Endelman Independent Wealth Network Inc. | 19,167 | $395,505.12 | $418,032.27 | $22,527.15 | 5.7% |
Larry Herold Herold Advisors Inc. | 101,670 | $2.29M | $2.22M | -$68,180.63 | -2.98% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 104,602 | $2.31M | $2.28M | -$24,956.66 | -1.08% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 13,821 | $271,471.95 | $301,436.01 | $29,964.06 | 11.04% |
| DC Donie Carlson DMC Group LLC | 34,723 | $790,358.2 | $757,308.63 | -$33,049.57 | -4.18% |
Bobby Adusumilli SJS Investment Consulting Inc. | 10,007 | $236,392.81 | $218,252.67 | -$18,140.14 | -7.67% |
Andrew J. Whalen Whalen Wealth Management Inc. | 13,157 | $381,412 | $286,954.17 | -$94,457.83 | -24.77% |
Jenell Wunsch Sora Investors LLC | 292,857 | $8.1M | $6.39M | -$1.71M | -21.13% |
Kea Molnar Cromwell Holdings LLC | 22,306 | $426,268 | $486,493.86 | $60,225.86 | 14.13% |
| RL Rebecca Loeffler Corus Family Wealth Advisors | 24,296 | $703,161.19 | $529,895.76 | -$173,265.43 | -24.64% |
| MR Michael Ryan Whelan Financial | 9,096 | $257,260.29 | $198,383.76 | -$58,876.53 | -22.89% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 13,046 | $378,203.54 | $284,533.26 | -$93,670.28 | -24.77% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 94,877 | $2.68M | $2.07M | -$615,281.74 | -22.92% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 6,948 | $180,799.32 | $151,535.88 | -$29,263.44 | -16.19% |