| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 2,271 | $374,693.96 | $570,974.82 | $196,280.86 | 52.38% |
Mack, Connie Clarity Financial LLC | 1,602 | $170,969.42 | $396,879.48 | $225,910.06 | 132.13% |
Shad Lamm Keystone Wealth Services LLC | 2,908 | $199,507.31 | $720,427.95 | $520,920.64 | 261.1% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,438 | $909,324.88 | $1.12M | $207,941.62 | 22.87% |
| TCL Therese C.D. Linden Bank of New Hampshire | 17,868 | $1.06M | $4.43M | $3.36M | 316.07% |
Joseph Castro Nuveen LLC | 891,274 | $127.52M | $220.8M | $93.28M | 73.15% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,618 | $334,684.61 | $408,642.08 | $73,957.47 | 22.1% |
Spencer Rand Five Oceans Advisors | 1,034 | $212,487 | $247,870.48 | $35,383.48 | 16.65% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,397 | $1.23M | $1.83M | $605,398.04 | 49.33% |
Richard Slavik Newbridge Financial Services Group Inc. | 6,240 | $1.39M | $1.55M | $157,377.18 | 11.33% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,186 | $756,866.16 | $789,299.67 | $32,433.51 | 4.29% |
Sima Elimelech Activest Wealth Management | 13 | $2,477.34 | $3,220.62 | $743.28 | 30% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,244 | $583,385.48 | $1.05M | $468,023.12 | 80.23% |
Robert Tutela Essex LLC | 2,355 | $395,640 | $564,540.6 | $168,900.6 | 42.69% |
Brian Baylis Bell Investment Advisors Inc. | 189 | $26,455.24 | $47,951.19 | $21,495.95 | 81.25% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 3,025 | $638,571.29 | $758,382.62 | $119,811.33 | 18.76% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 79,248 | $14.35M | $20.11M | $5.76M | 40.15% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $237.56 | $247.74 | $10.18 | 4.29% |
Larry Herold Herold Advisors Inc. | 2,750 | $199,128.5 | $659,230 | $460,101.5 | 231.06% |
| JB John Brim Smith Group Asset Management LLC | 3,370 | $528,269.6 | $807,856.4 | $279,586.8 | 52.93% |