| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EJL Emery J. Levick US Asset Management LLC | 3,650 | $1.2M | $1.21M | $14,388.59 | 1.2% |
Rick Hurley Heirloom Wealth Management | 812 | $267,058.68 | $269,551.51 | $2,492.83 | 0.93% |
Kimberly Cappellano Private Wealth Asset Management LLC | 14,627 | $5.37M | $4.86M | -$513,075.21 | -9.56% |
Sima Elimelech Activest Wealth Management | 59 | $22,440.05 | $19,585.64 | -$2,854.41 | -12.72% |
Jodi Greenlund Financial Council LLC | 1,015 | $282,603.94 | $336,939.39 | $54,335.45 | 19.23% |
Eddie Wilcox Rollins Financial Advisors LLC | 5,099 | $1.79M | $1.69M | -$99,336.52 | -5.54% |
Christina Forster Pazienza Guardian Partners Inc. | 2,574 | $977,834.89 | $854,465.01 | -$123,369.88 | -12.62% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 7,272 | $2.41M | $2.41M | $5,265.31 | 0.22% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 34,842 | $11.5M | $11.57M | $66,911.76 | 0.58% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,303 | $478,990.78 | $432,543.87 | -$46,446.91 | -9.7% |
| WB William Bromley Innova Wealth Partners | 1,052 | $407,242.32 | $349,221.91 | -$58,020.41 | -14.25% |
Robert Tutela Essex LLC | 884 | $274,078.15 | $293,452.63 | $19,374.48 | 7.07% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 1,418 | $484,691.37 | $470,719.27 | -$13,972.1 | -2.88% |
Brian Baylis Bell Investment Advisors Inc. | 386 | $126,951.54 | $137,269.32 | $10,317.78 | 8.13% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 327,267 | $115.96M | $108.64M | -$7.32M | -6.31% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 3,175 | $891,428 | $1.05M | $162,544.97 | 18.23% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 460,508 | $185.31M | $152.87M | -$32.44M | -17.51% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 892 | $344,647.25 | $296,108.31 | -$48,538.94 | -14.08% |
Andrew Endelman Independent Wealth Network Inc. | 1,112 | $384,908.08 | $369,139.51 | -$15,768.57 | -4.1% |
Larry Herold Herold Advisors Inc. | 12,807 | $4.26M | $4.25M | -$7,255.68 | -0.17% |