| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Slavik Newbridge Financial Services Group Inc. | 11,506 | $5.67M | $5.81M | $144,326.19 | 2.55% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 472 | $217,242.72 | $238,397.76 | $21,155.04 | 9.74% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 1,316 | $408,346.95 | $664,757.66 | $256,410.71 | 62.79% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 998 | $342,969.32 | $504,079.82 | $161,110.5 | 46.98% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,228 | $926,987.39 | $1.13M | $198,353.13 | 21.4% |
Adam J. Peck Riverwater Partners LLC | 2,750 | $819,101.13 | $1.39M | $569,896.37 | 69.58% |
| EJL Emery J. Levick US Asset Management LLC | 971 | $265,024.74 | $490,486.08 | $225,461.34 | 85.07% |
Rick Hurley Heirloom Wealth Management | 49,446 | $18.02M | $24.97M | $6.95M | 38.56% |
Kimberly Cappellano Private Wealth Asset Management LLC | 34,478 | $18.28M | $17.41M | -$870,199.06 | -4.76% |
Sima Elimelech Activest Wealth Management | 6,353 | $3.1M | $3.21M | $111,677.88 | 3.61% |
Jodi Greenlund Financial Council LLC | 1,272 | $352,894.79 | $642,531.72 | $289,636.93 | 82.07% |
Eddie Wilcox Rollins Financial Advisors LLC | 4,846 | $2.16M | $2.45M | $290,088.19 | 13.44% |
Christina Forster Pazienza Guardian Partners Inc. | 4,893 | $2.29M | $2.47M | $176,515.2 | 7.69% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 30,587 | $15.11M | $15.45M | $337,099.6 | 2.23% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 5,212 | $2.61M | $2.63M | $19,933.47 | 0.76% |
| EW Enzi Wealth Enzi Wealth | 1,102 | $301,466.72 | $556,598.16 | $255,131.44 | 84.63% |
Brian G. Wade Ardent Capital Management Inc. | 158,324 | $47.04M | $79.97M | $32.93M | 70.01% |
| WB William Bromley Innova Wealth Partners | 465 | $240,735.17 | $234,892.42 | -$5,842.75 | -2.43% |
Robert Tutela Essex LLC | 2,387 | $861,173.22 | $1.21M | $344,607.89 | 40.02% |
Troy Winegarner Strong Tower Advisory Services | 455 | $228,705.75 | $229,840.97 | $1,135.22 | 0.5% |