| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 22,648 | $1.42M | $2.63M | $1.2M | 84.55% |
Sima Elimelech Activest Wealth Management | 1,325 | $98,508.82 | $153,686.75 | $55,177.93 | 56.01% |
Jodi Greenlund Financial Council LLC | 6,236 | $257,250.53 | $723,313.64 | $466,063.11 | 181.17% |
Christina Forster Pazienza Guardian Partners Inc. | 6,905 | $435,521 | $800,910.95 | $365,389.95 | 83.9% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 58,264 | $3.14M | $6.76M | $3.62M | 115.56% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 14,538 | $791,303.34 | $1.69M | $894,959.28 | 113.1% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 146,783 | $7.11M | $17.03M | $9.92M | 139.54% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,393 | $293,689.91 | $509,544.07 | $215,854.16 | 73.5% |
Brian G. Wade Ardent Capital Management Inc. | 3,318 | $204,753.78 | $384,854.82 | $180,101.04 | 87.96% |
| WB William Bromley Innova Wealth Partners | 975 | $114,523.5 | $113,090.25 | -$1,433.25 | -1.25% |
Robert Tutela Essex LLC | 1,743 | $134,263.29 | $202,170.57 | $67,907.28 | 50.58% |
Brian Baylis Bell Investment Advisors Inc. | 2,367 | $158,993.79 | $287,424.81 | $128,431.02 | 80.78% |
Kalon Hoard Holland Advisory Services Inc. | 4,066 | $220,258.87 | $471,615.34 | $251,356.47 | 114.12% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 688,941 | $53.45M | $79.91M | $26.46M | 49.49% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 12,815 | $765,531.3 | $1.49M | $720,880.55 | 94.17% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 673,850 | $42.21M | $78.16M | $35.94M | 85.15% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2,044 | $130,856.5 | $237,083.56 | $106,227.06 | 81.18% |
Andrew Endelman Independent Wealth Network Inc. | 7,303 | $367,878.44 | $847,074.97 | $479,196.53 | 130.26% |
Larry Herold Herold Advisors Inc. | 18,988 | $1.03M | $2.2M | $1.17M | 113.67% |
Adam Sappern Mbb Public Markets I LLC | 4,455 | $274,918.05 | $516,735.45 | $241,817.4 | 87.96% |