| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christina Forster Pazienza Guardian Partners Inc. | 3,814 | $1.1M | $1.27M | $176,176.76 | 16.06% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 1,738 | $245,097.97 | $583,429.22 | $338,331.25 | 138.04% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 12,876 | $3.11M | $4.25M | $1.14M | 36.78% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 133,498 | $7.52M | $43.89M | $36.37M | 483.71% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,549 | $749,350.97 | $1.18M | $434,169.55 | 57.94% |
| EW Enzi Wealth Enzi Wealth | 554 | $209,273.5 | $185,972.26 | -$23,301.24 | -11.13% |
| WB William Bromley Innova Wealth Partners | 2,090 | $428,196.47 | $708,635.4 | $280,438.93 | 65.49% |
Robert Tutela Essex LLC | 4,060 | $938,776.84 | $1.36M | $424,124.56 | 45.18% |
Troy Winegarner Strong Tower Advisory Services | 17,074 | $2.94M | $5.81M | $2.87M | 97.58% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 722 | $272,823 | $244,794.1 | -$28,028.9 | -10.27% |
Brian Baylis Bell Investment Advisors Inc. | 2,077 | $323,581.08 | $715,173.41 | $391,592.33 | 121.02% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 333,301 | $56.74M | $110.32M | $53.58M | 94.43% |
| GD Go Deguchi Iyo Bank Ltd. | 24,189 | $7.49M | $8M | $513,048.69 | 6.85% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,933 | $901,045.47 | $993,876.38 | $92,830.91 | 10.3% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 1,915 | $541,043.9 | $657,871.44 | $116,827.54 | 21.59% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3.12M | $536.89M | $1.07B | $537.5M | 100.11% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2,982 | $414,734.3 | $1.03M | $612,057.73 | 147.58% |
Andrew Endelman Independent Wealth Network Inc. | 3,054 | $706,572.82 | $1.02M | $312,821.84 | 44.27% |
Larry Herold Herold Advisors Inc. | 7,946 | $725,909.91 | $2.66M | $1.93M | 266.01% |
Alexander Eichhorn Tanager Wealth Management LLP | 4,465 | $1.05M | $1.51M | $461,399.52 | 44.14% |