| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 26,732 | $1.36M | $1.25M | -$109,259.97 | -8.06% |
Sima Elimelech Activest Wealth Management | 53,155 | $2.77M | $2.48M | -$293,607.66 | -10.6% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 35,199 | $1.6M | $1.62M | $23,695.22 | 1.48% |
Troy Winegarner Strong Tower Advisory Services | 9,860 | $378,821.2 | $459,328.1 | $80,506.9 | 21.25% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 386,750 | $16.59M | $17.8M | $1.22M | 7.33% |
| KC Kasey Cook Maripau Wealth Management LLC | 118,434 | $5.88M | $5.51M | -$366,014.14 | -6.23% |
Andrew Endelman Independent Wealth Network Inc. | 6,357 | $244,235.94 | $293,216.62 | $48,980.68 | 20.05% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 108,601 | $4.38M | $5.02M | $638,659.23 | 14.59% |
Janet Messer FRG Family Wealth Advisors LLC | 16,635 | $960,148.67 | $774,691.95 | -$185,456.72 | -19.32% |
| DC Donie Carlson DMC Group LLC | 7,916 | $279,513.96 | $366,985.76 | $87,471.8 | 31.29% |
Brian Landzaat Vista Finance LLC | 19,872 | $678,430.08 | $926,134.56 | $247,704.48 | 36.51% |
Christopher Davis Burns Matteson Capital Management LLC | 7,125 | $254,001.79 | $328,818.75 | $74,816.96 | 29.46% |
Bobby Adusumilli SJS Investment Consulting Inc. | 13,177 | $639,747.7 | $613,916.43 | -$25,831.27 | -4.04% |
Andrew J. Whalen Whalen Wealth Management Inc. | 18,982 | $792,569.66 | $877,537.86 | $84,968.2 | 10.72% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 8,292 | $370,380.82 | $386,241.36 | $15,860.54 | 4.28% |
Ashish Sharma DGS Capital Management LLC | 6,106 | $319,803.04 | $279,899.04 | -$39,904 | -12.48% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 33,534 | $1.18M | $1.56M | $378,263.52 | 31.95% |
Parth Karia Capricorn Fund Managers Ltd. | 30,000 | $1.62M | $1.4M | -$221,351.24 | -13.67% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 12,299 | $572,374.35 | $567,168.38 | -$5,205.97 | -0.91% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,104 | $81,761.47 | $97,288.96 | $15,527.49 | 18.99% |