| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 1,413 | $191,320.2 | $347,654.51 | $156,334.31 | 81.71% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 27,564 | $3.26M | $6.92M | $3.66M | 112.44% |
Katie Smith Delos Wealth Advisors LLC | 392 | $85,951.52 | $97,784.4 | $11,832.88 | 13.77% |
Kevin B. Crawford JB Capital LLC | 7,111 | $1.62M | $1.78M | $159,641.95 | 9.83% |
Richard Slavik Newbridge Financial Services Group Inc. | 9,066 | $1.63M | $2.26M | $631,995.14 | 38.78% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 2,887 | $469,780.13 | $724,463.78 | $254,683.65 | 54.21% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 6,169 | $887,781.76 | $1.55M | $660,267.1 | 74.37% |
Kurt Van Dyken Lifeworks Advisors LLC | 43,751 | $7.83M | $10.91M | $3.08M | 39.4% |
Adam J. Peck Riverwater Partners LLC | 1,039 | $264,228.09 | $259,178.55 | -$5,049.54 | -1.91% |
Kimberly Cappellano Private Wealth Asset Management LLC | 24,192 | $5.16M | $6M | $837,567.31 | 16.23% |
Sima Elimelech Activest Wealth Management | 100 | $22,832.56 | $25,094 | $2,261.44 | 9.9% |
Jodi Greenlund Financial Council LLC | 5,951 | $749,841.62 | $1.49M | $743,502.32 | 99.15% |
Christina Forster Pazienza Guardian Partners Inc. | 1,785 | $387,524.26 | $447,927.9 | $60,403.64 | 15.59% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 1,294 | $295,589.06 | $324,716.36 | $29,127.3 | 9.85% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 9,349 | $1.63M | $2.35M | $719,044.27 | 44.19% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,399 | $673,872.57 | $852,945.06 | $179,072.49 | 26.57% |
| EW Enzi Wealth Enzi Wealth | 1,482 | $228,433.19 | $371,893.08 | $143,459.89 | 62.8% |
Brian G. Wade Ardent Capital Management Inc. | 2,530 | $408,873.3 | $634,878.2 | $226,004.9 | 55.28% |
| WB William Bromley Innova Wealth Partners | 6,176 | $1.1M | $1.55M | $447,613.16 | 40.61% |
Robert Tutela Essex LLC | 2,984 | $626,333.24 | $748,804.96 | $122,471.72 | 19.55% |