| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 1,204 | $232,518.45 | $280,291.2 | $47,772.75 | 20.55% |
| BO Brian Oliveira Clear Street Group Inc. | 326,538 | $91.83M | $76.1M | -$15.72M | -17.12% |
Kurt Van Dyken Lifeworks Advisors LLC | 27,336 | $5.34M | $6.37M | $1.03M | 19.24% |
| EJL Emery J. Levick US Asset Management LLC | 2,200 | $294,159.82 | $513,964 | $219,804.18 | 74.72% |
Kimberly Cappellano Private Wealth Asset Management LLC | 30,458 | $7.62M | $7.06M | -$559,418.79 | -7.34% |
Sima Elimelech Activest Wealth Management | 123 | $31,556.68 | $28,029.24 | -$3,527.44 | -11.18% |
Jodi Greenlund Financial Council LLC | 861 | $214,096.26 | $201,133.9 | -$12,962.36 | -6.05% |
Eddie Wilcox Rollins Financial Advisors LLC | 986 | $277,273 | $229,742.93 | -$47,530.07 | -17.14% |
Christina Forster Pazienza Guardian Partners Inc. | 604 | $169,851 | $140,369.6 | -$29,481.4 | -17.36% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 957 | $232,005.51 | $221,612.49 | -$10,393.02 | -4.48% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 41,468 | $5.98M | $9.6M | $3.62M | 60.45% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,851 | $901,962.88 | $896,358.76 | -$5,604.12 | -0.62% |
| EW Enzi Wealth Enzi Wealth | 1,288 | $286,945.11 | $298,262.16 | $11,317.05 | 3.94% |
| WB William Bromley Innova Wealth Partners | 2,408 | $682,354.6 | $561,076.04 | -$121,278.56 | -17.77% |
Robert Tutela Essex LLC | 10,740 | $1.63M | $2.49M | $857,251.3 | 52.6% |
Troy Winegarner Strong Tower Advisory Services | 16,073 | $4.4M | $3.75M | -$649,288.41 | -14.76% |
Brian Baylis Bell Investment Advisors Inc. | 773 | $159,825.74 | $180,974.76 | $21,149.02 | 13.23% |
Kalon Hoard Holland Advisory Services Inc. | 1,025 | $165,051.18 | $238,312.5 | $73,261.32 | 44.39% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 236,657 | $42.71M | $54.79M | $12.08M | 28.28% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 345,371 | $65.45M | $80.86M | $15.4M | 23.53% |