| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Swenson ARS Wealth Advisors Group LLC | 134,565 | $22.39M | $26.49M | $4.1M | 18.32% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,177 | $660,933.12 | $822,158.91 | $161,225.79 | 24.39% |
| WB William Bromley Innova Wealth Partners | 3,399 | $528,533.06 | $669,025.17 | $140,492.11 | 26.58% |
Robert Tutela Essex LLC | 2,324 | $388,304.42 | $457,432.92 | $69,128.5 | 17.8% |
Troy Winegarner Strong Tower Advisory Services | 21,952 | $3.5M | $4.32M | $823,170.1 | 23.54% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 2,690 | $459,240.81 | $528,854 | $69,613.19 | 15.16% |
Brian Baylis Bell Investment Advisors Inc. | 7,968 | $1.17M | $1.49M | $312,648.98 | 26.63% |
Kalon Hoard Holland Advisory Services Inc. | 2,689 | $414,805.56 | $529,275.87 | $114,470.31 | 27.6% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 12,306 | $2.05M | $2.42M | $376,836.74 | 18.42% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 8,481 | $1.33M | $1.67M | $334,753.43 | 25.08% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 344,145 | $57.28M | $67.66M | $10.38M | 18.12% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3,859 | $453,059.06 | $759,566.97 | $306,507.91 | 67.65% |
Andrew Endelman Independent Wealth Network Inc. | 28,193 | $4.37M | $5.55M | $1.18M | 27.03% |
Larry Herold Herold Advisors Inc. | 27,492 | $3.22M | $5.41M | $2.19M | 68.11% |
Alexander Eichhorn Tanager Wealth Management LLP | 9,528 | $1.48M | $1.88M | $399,232.21 | 27.05% |
| AB Andrew Blass Atlantic Private Wealth LLC | 209 | $30,825.69 | $41,101.94 | $10,276.25 | 33.34% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 139,177 | $23.09M | $27.39M | $4.31M | 18.66% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 2,563 | $410,601.62 | $504,475.29 | $93,873.67 | 22.86% |
Janet Messer FRG Family Wealth Advisors LLC | 7,743 | $862,366.49 | $1.52M | $661,688.2 | 76.73% |
| DC Donie Carlson DMC Group LLC | 7,144 | $980,092.22 | $1.41M | $426,061.3 | 43.47% |