| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RH Rick Hurley Heirloom Wealth Management | 5,404 | $489,224.12 | $524,620.32 | $35,396.2 | 7.24% |
Kimberly Cappellano Private Wealth Asset Management LLC | 716,683 | $55.18M | $69.61M | $14.43M | 26.16% |
| SE Sima Elimelech Activest Wealth Management | 16,405 | $1.42M | $1.6M | $178,130.02 | 12.53% |
Jodi Greenlund Financial Council LLC | 3,683 | $333,421.99 | $357,545.64 | $24,123.65 | 7.24% |
Christina Forster Pazienza Guardian Partners Inc. | 2,311 | $206,784.28 | $224,351.88 | $17,567.6 | 8.5% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 4,432 | $401,228.96 | $430,258.56 | $29,029.6 | 7.24% |
| EW Enzi Wealth Enzi Wealth | 5,246 | $276,306.82 | $508,284.94 | $231,978.12 | 83.96% |
Brian Baylis Bell Investment Advisors Inc. | 168 | $14,660.42 | $16,348.08 | $1,687.66 | 11.51% |
Kalon Hoard Holland Advisory Services Inc. | 11,016 | $750,255.14 | $1.07M | $315,983.5 | 42.12% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3.49M | $261.49M | $340.75M | $79.26M | 30.31% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 4,046 | $238,500.49 | $389,427.5 | $150,927.01 | 63.28% |
Alexander Eichhorn Tanager Wealth Management LLP | 116,587 | $7.74M | $11.32M | $3.58M | 46.29% |
| AB Andrew Blass Atlantic Private Wealth LLC | 226 | $18,866.48 | $21,950.25 | $3,083.77 | 16.35% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,451 | $400,496.59 | $431,257.39 | $30,760.8 | 7.68% |
Brian Landzaat Vista Finance LLC | 155,618 | $14.77M | $15.18M | $410,051.48 | 2.78% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,603 | $140,508.33 | $156,404.71 | $15,896.38 | 11.31% |
| NW Nancy Williamson Helen Stephens Group LLC | 15,273 | $1.12M | $1.48M | $361,779.91 | 32.26% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 3,580 | $252,986.04 | $348,369.8 | $95,383.76 | 37.7% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 2,876 | $240,363.43 | $279,863.56 | $39,500.13 | 16.43% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1.21M | $93.12M | $116.53M | $23.41M | 25.14% |