| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 752,944 | $58.69M | $75.69M | $17M | 28.97% |
Sima Elimelech Activest Wealth Management | 722 | $64,611.52 | $70,936.5 | $6,324.98 | 9.79% |
Jodi Greenlund Financial Council LLC | 3,683 | $333,421.99 | $361,854.75 | $28,432.76 | 8.53% |
Christina Forster Pazienza Guardian Partners Inc. | 2,310 | $206,694.82 | $226,957.5 | $20,262.68 | 9.8% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 3,731 | $337,767.43 | $366,570.75 | $28,803.32 | 8.53% |
| EW Enzi Wealth Enzi Wealth | 5,194 | $273,567.98 | $510,310.5 | $236,742.52 | 86.54% |
Brian Baylis Bell Investment Advisors Inc. | 168 | $14,660.42 | $16,981.44 | $2,321.02 | 15.83% |
Kalon Hoard Holland Advisory Services Inc. | 11,016 | $750,255.14 | $1.08M | $332,066.86 | 44.26% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3.61M | $273.19M | $365M | $91.81M | 33.61% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3,661 | $215,843.24 | $359,693.25 | $143,850.01 | 66.65% |
Alexander Eichhorn Tanager Wealth Management LLP | 114,019 | $7.59M | $11.2M | $3.61M | 47.61% |
| AB Andrew Blass Atlantic Private Wealth LLC | 226 | $18,866.48 | $22,719.78 | $3,853.3 | 20.42% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,451 | $400,496.59 | $437,310.75 | $36,814.16 | 9.19% |
Brian Landzaat Vista Finance LLC | 155,618 | $14.77M | $15.29M | $520,540.26 | 3.52% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,603 | $140,508.33 | $157,494.75 | $16,986.42 | 12.09% |
Nancy Williamson Helen Stephens Group LLC | 15,443 | $1.14M | $1.52M | $379,245.94 | 33.32% |
David Spratt Badgley Phelps Wealth Managers LLC | 5,038 | $393,799.68 | $494,983.5 | $101,183.82 | 25.69% |
| RE Rod Ehrlich Wayfinding Financial LLC | 2,270 | $219,236.6 | $229,292.7 | $10,056.1 | 4.59% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 2,876 | $240,363.43 | $291,022.44 | $50,659.01 | 21.08% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1.24M | $95.57M | $121.44M | $25.88M | 27.08% |