| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Enzi Wealth Enzi Wealth | 691 | $205,966.37 | $194,433.58 | -$11,532.79 | -5.6% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 4,456 | $736,716.24 | $1.23M | $491,045.44 | 66.65% |
Brian Baylis Bell Investment Advisors Inc. | 318 | $68,888.12 | $88,760.16 | $19,872.04 | 28.85% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 369,538 | $71.47M | $103.53M | $32.06M | 44.87% |
| GD Go Deguchi Iyo Bank Ltd. | 32,170 | $5.56M | $9.01M | $3.45M | 61.96% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 258,442 | $50.51M | $72.14M | $21.62M | 42.81% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 627 | $118,389.89 | $175,008.24 | $56,618.35 | 47.82% |
Andrew Endelman Independent Wealth Network Inc. | 1,092 | $212,000.88 | $307,812.74 | $95,811.86 | 45.19% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,065 | $317,444.56 | $300,851.85 | -$16,592.71 | -5.23% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 15,350 | $4.26M | $4.22M | -$38,493.56 | -0.9% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 6,237 | $1.29M | $1.76M | $472,450.11 | 36.75% |
Janet Messer FRG Family Wealth Advisors LLC | 7,900 | $448,857.05 | $2.23M | $1.78M | 396.06% |
Bobby Adusumilli SJS Investment Consulting Inc. | 942 | $174,272.05 | $262,931.04 | $88,658.99 | 50.87% |
Andrew J. Whalen Whalen Wealth Management Inc. | 3,848 | $1.14M | $1.08M | -$59,115.27 | -5.18% |
Kea Molnar Cromwell Holdings LLC | 2,983 | $697,251.93 | $829,363.49 | $132,111.56 | 18.95% |
David Spratt Badgley Phelps Wealth Managers LLC | 65,136 | $13.27M | $18.36M | $5.09M | 38.34% |
Dinan Hu R Squared Ltd | 3,238 | $965,150 | $908,408.27 | -$56,741.73 | -5.88% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 54,601 | $15.97M | $15.32M | -$650,770.1 | -4.08% |
Lindsay Voak Greenland Capital Management LP | 2,809 | $837,279 | $791,997.55 | -$45,281.45 | -5.41% |
Kenny Tang Trans-Canada Capital Inc. | 90,166 | $26.88M | $25.16M | -$1.72M | -6.39% |