| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Swenson ARS Wealth Advisors Group LLC | 4,408 | $967,136.57 | $1.27M | $306,951.75 | 31.74% |
Robert Tutela Essex LLC | 2,003 | $421,150.65 | $577,474.91 | $156,324.26 | 37.12% |
Brian Baylis Bell Investment Advisors Inc. | 160 | $39,525.96 | $46,193.6 | $6,667.64 | 16.87% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 1,191 | $277,230.81 | $343,555.86 | $66,325.05 | 23.92% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 388,875 | $90.12M | $112.27M | $22.15M | 24.58% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $544 | $577.42 | $33.42 | 6.14% |
Larry Herold Herold Advisors Inc. | 3,680 | $766,581.47 | $1.06M | $292,264.93 | 38.13% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 69,834 | $16.87M | $20.03M | $3.16M | 18.71% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,651 | $387,504.43 | $473,457.27 | $85,952.84 | 22.18% |
| DC Donie Carlson DMC Group LLC | 1,061 | $258,294.32 | $308,135.62 | $49,841.3 | 19.3% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 8,832 | $1.81M | $2.56M | $750,265.03 | 41.36% |
Christopher Davis Burns Matteson Capital Management LLC | 2,146 | $455,907.63 | $620,279.84 | $164,372.21 | 36.05% |
Jim Gallagher LTS One Management LP | 30,000 | $8.16M | $8.63M | $466,800 | 5.72% |
Bobby Adusumilli SJS Investment Consulting Inc. | 563 | $136,710.32 | $162,543.73 | $25,833.41 | 18.9% |
Andrew J. Whalen Whalen Wealth Management Inc. | 1,737 | $435,418.56 | $502,427.25 | $67,008.69 | 15.39% |
Kea Molnar Cromwell Holdings LLC | 1,888 | $432,850.44 | $545,027.84 | $112,177.4 | 25.92% |
Rebecca Loeffler Corus Family Wealth Advisors | 2,257 | $519,290.56 | $651,291.2 | $132,000.64 | 25.42% |
David Spratt Badgley Phelps Wealth Managers LLC | 101,873 | $20.85M | $29.29M | $8.44M | 40.49% |
Stacey Madison VELA Investment Management LLC | 1,748 | $405,319.16 | $507,828.96 | $102,509.8 | 25.29% |
Dinan Hu R Squared Ltd | 3,075 | $836,400 | $883,078.5 | $46,678.5 | 5.58% |