| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 2,558 | $530,646.91 | $872,124.52 | $341,477.61 | 64.35% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,035 | $494,234.64 | $693,812.9 | $199,578.26 | 40.38% |
Sima Elimelech Activest Wealth Management | 215 | $65,789.77 | $73,302.1 | $7,512.33 | 11.42% |
Jodi Greenlund Financial Council LLC | 1,847 | $161,925.73 | $629,716.18 | $467,790.45 | 288.89% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,056 | $211,358 | $360,032.64 | $148,674.64 | 70.34% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,446 | $204,617.23 | $833,939.24 | $629,322.01 | 307.56% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,017 | $691,283.84 | $1.37M | $677,308.06 | 97.98% |
Robert Tutela Essex LLC | 19,370 | $3.11M | $6.85M | $3.74M | 120.06% |
Brian Baylis Bell Investment Advisors Inc. | 761 | $66,561.27 | $259,729.29 | $193,168.02 | 290.21% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 11,401 | $2.86M | $3.89M | $1.02M | 35.75% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 845,177 | $135.27M | $288.46M | $153.19M | 113.24% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 606 | $59,916.46 | $206,827.79 | $146,911.33 | 245.19% |
Larry Herold Herold Advisors Inc. | 5,158 | $904,580.05 | $1.76M | $852,750.55 | 94.27% |
| JB John Brim Smith Group Asset Management LLC | 3,161 | $960,394.82 | $1.08M | $120,746.17 | 12.57% |
| AB Andrew Blass Atlantic Private Wealth LLC | 4 | $1,029.56 | $1,368.1 | $338.54 | 32.88% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 6,313 | $1.71M | $2.15M | $442,482.64 | 25.84% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,210 | $329,187.85 | $412,247 | $83,059.15 | 25.23% |
Andrew J. Whalen Whalen Wealth Management Inc. | 2,753 | $848,104.08 | $941,594.8 | $93,490.72 | 11.02% |
Kea Molnar Cromwell Holdings LLC | 3,241 | $520,990.96 | $1.11M | $587,512.03 | 112.77% |
Rebecca Loeffler Corus Family Wealth Advisors | 1,221 | $315,533 | $417,612.51 | $102,079.51 | 32.35% |