| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 9,326 | $687,272.77 | $664,664.02 | -$22,608.75 | -3.29% |
Eddie Wilcox Rollins Financial Advisors LLC | 10,776 | $740,088.18 | $766,712.4 | $26,624.22 | 3.6% |
Christina Forster Pazienza Guardian Partners Inc. | 2,140 | $182,820.57 | $150,677.4 | -$32,143.17 | -17.58% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 34,287 | $2.38M | $2.43M | $50,926.08 | 2.14% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 5,349 | $461,586.71 | $377,051.01 | -$84,535.7 | -18.31% |
Brian Baylis Bell Investment Advisors Inc. | 718 | $29,004.52 | $51,171.86 | $22,167.34 | 76.43% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 574,786 | $47.26M | $40.3M | -$6.96M | -14.74% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 33,461 | $1.94M | $2.38M | $441,127.31 | 22.71% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 608,369 | $49.41M | $43.36M | -$6.06M | -12.26% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 234 | $19,091.49 | $16,677.18 | -$2,414.31 | -12.65% |
Andrew Endelman Independent Wealth Network Inc. | 3,425 | $250,462.37 | $241,655.33 | -$8,807.04 | -3.52% |
Larry Herold Herold Advisors Inc. | 3,458 | $249,529.28 | $244,480.6 | -$5,048.68 | -2.02% |
| AB Andrew Blass Atlantic Private Wealth LLC | 800 | $60,128 | $56,428 | -$3,700 | -6.15% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,336 | $228,549.36 | $235,388.16 | $6,838.8 | 2.99% |
| DC Donie Carlson DMC Group LLC | 4,628 | $453,405.16 | $330,161.52 | -$123,243.64 | -27.18% |
Christopher Davis Burns Matteson Capital Management LLC | 7,827 | $564,796 | $556,343.16 | -$8,452.84 | -1.5% |
Bobby Adusumilli SJS Investment Consulting Inc. | 772 | $55,557.65 | $55,020.44 | -$537.21 | -0.97% |
Kea Molnar Cromwell Holdings LLC | 6,127 | $488,205.53 | $434,710.65 | -$53,494.88 | -10.96% |
| MR Michael Ryan Whelan Financial | 15,785 | $1.31M | $1.12M | -$187,014.57 | -14.26% |
David Spratt Badgley Phelps Wealth Managers LLC | 112,931 | $10.26M | $7.97M | -$2.29M | -22.32% |