| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 4,227 | $813,676.44 | $1.57M | $756,823.18 | 93.01% |
Eddie Wilcox Rollins Financial Advisors LLC | 729 | $224,729.79 | $270,852.67 | $46,122.88 | 20.52% |
Christina Forster Pazienza Guardian Partners Inc. | 250 | $99,077.5 | $92,885 | -$6,192.5 | -6.25% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 52,465 | $9.01M | $19.49M | $10.48M | 116.24% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,497 | $461,938.18 | $556,195.39 | $94,257.21 | 20.4% |
Brian G. Wade Ardent Capital Management Inc. | 1,400 | $288,022 | $520,156.01 | $232,134.01 | 80.6% |
| WB William Bromley Innova Wealth Partners | 5,703 | $1.69M | $2.12M | $433,343.78 | 25.71% |
Robert Tutela Essex LLC | 1,847 | $330,657.45 | $686,234.4 | $355,576.95 | 107.54% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 1,431 | $323,419.03 | $531,673.75 | $208,254.72 | 64.39% |
Brian Baylis Bell Investment Advisors Inc. | 265 | $43,518.3 | $105,594.55 | $62,076.25 | 142.64% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 14,957 | $5.53M | $5.56M | $30,131.83 | 0.55% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,499 | $702,215.31 | $928,478.48 | $226,263.17 | 32.22% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 7,144 | $1.56M | $2.65M | $1.1M | 70.23% |
Andrew Endelman Independent Wealth Network Inc. | 10,430 | $2.47M | $3.88M | $1.41M | 57.06% |
Larry Herold Herold Advisors Inc. | 6,284 | $1.26M | $2.33M | $1.08M | 85.72% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,149 | $355,828.54 | $426,899.47 | $71,070.93 | 19.97% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,750 | $1.57M | $1.39M | -$177,021.94 | -11.27% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 2,960 | $698,275.75 | $1.1M | $401,482.68 | 57.5% |
Brian Landzaat Vista Finance LLC | 101,202 | $25.79M | $37.6M | $11.81M | 45.79% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 770 | $133,264.45 | $286,085.81 | $152,821.36 | 114.68% |