| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 2,253 | $218,636.3 | $226,606.74 | $7,970.44 | 3.65% |
Sima Elimelech Activest Wealth Management | 13 | $1,171.82 | $1,317.81 | $145.99 | 12.46% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 2,860 | $293,300.09 | $287,521.52 | -$5,778.57 | -1.97% |
Brian Baylis Bell Investment Advisors Inc. | 69 | $7,700.99 | $6,994.53 | -$706.46 | -9.17% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 2,533 | $287,865 | $254,186.55 | -$33,678.45 | -11.7% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 16,333 | $1.74M | $1.66M | -$80,974.32 | -4.66% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $113.69 | $101.37 | -$12.32 | -10.84% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,800 | $843,884.01 | $791,388 | -$52,496.01 | -6.22% |
Bobby Adusumilli SJS Investment Consulting Inc. | 703 | $66,170.03 | $71,263.11 | $5,093.08 | 7.7% |
Kea Molnar Cromwell Holdings LLC | 535 | $56,909.51 | $54,307.85 | -$2,601.66 | -4.57% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 4,851 | $551,510 | $487,185.93 | -$64,324.07 | -11.66% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 2,341 | $266,148.29 | $237,634.91 | -$28,513.38 | -10.71% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 7,041 | $1.3M | $714,098.22 | -$590,817.53 | -45.28% |
Ashish Sharma DGS Capital Management LLC | 12,011 | $1.17M | $1.21M | $32,944.96 | 2.81% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,490 | $254,926.2 | $252,411.3 | -$2,514.9 | -0.99% |
Parth Karia Capricorn Fund Managers Ltd. | 155,300 | $15.69M | $15.77M | $76,611.75 | 0.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 688 | $77,180.01 | $68,538.56 | -$8,641.45 | -11.2% |
Patrick M. Markey Northcape Wealth Management LLC | 4,035 | $451,451.5 | $408,866.55 | -$42,584.95 | -9.43% |
Dominic Corabi Wedmont Private Capital | 3,135 | $347,859.67 | $317,826.3 | -$30,033.37 | -8.63% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 14 | $1,583.26 | $1,419.53 | -$163.73 | -10.34% |