| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 94,593 | $5.02M | $10.75M | $5.73M | 114.26% |
Kimberly Cappellano Private Wealth Asset Management LLC | 26,883 | $1.92M | $2.93M | $1.01M | 52.55% |
Sima Elimelech Activest Wealth Management | 1,325 | $98,508.82 | $145,047.75 | $46,538.93 | 47.24% |
Jodi Greenlund Financial Council LLC | 6,236 | $257,250.53 | $684,775.16 | $427,524.63 | 166.19% |
Christina Forster Pazienza Guardian Partners Inc. | 6,905 | $435,521 | $784,684.2 | $349,163.2 | 80.17% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 61,714 | $3.51M | $7.1M | $3.59M | 102.52% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 14,538 | $791,303.34 | $1.58M | $791,739.48 | 100.06% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 146,783 | $7.11M | $16.89M | $9.78M | 137.64% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,393 | $293,689.91 | $499,220.52 | $205,530.61 | 69.98% |
Brian G. Wade Ardent Capital Management Inc. | 3,318 | $204,753.78 | $361,761.54 | $157,007.76 | 76.68% |
| WB William Bromley Innova Wealth Partners | 975 | $114,523.5 | $112,193.25 | -$2,330.25 | -2.03% |
Brian Baylis Bell Investment Advisors Inc. | 2,367 | $158,993.79 | $260,014.95 | $101,021.16 | 63.54% |
Kalon Hoard Holland Advisory Services Inc. | 4,066 | $220,258.87 | $443,112.68 | $222,853.81 | 101.18% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 688,941 | $53.45M | $74.88M | $21.42M | 40.08% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 12,815 | $765,531.3 | $1.4M | $638,608.25 | 83.42% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 815,498 | $58.85M | $89.58M | $30.73M | 52.21% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2,044 | $130,856.5 | $223,439.86 | $92,583.36 | 70.75% |
Andrew Endelman Independent Wealth Network Inc. | 7,303 | $367,878.44 | $829,912.92 | $462,034.48 | 125.59% |
Larry Herold Herold Advisors Inc. | 18,185 | $987,039.67 | $2.09M | $1.11M | 112% |
Alexander Eichhorn Tanager Wealth Management LLP | 2,825 | $331,824.5 | $321,033 | -$10,791.5 | -3.25% |