| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 824,734 | $48.3M | $63.95M | $15.65M | 32.41% |
Sima Elimelech Activest Wealth Management | 1,585 | $117,525.15 | $119,302.95 | $1,777.8 | 1.51% |
Jodi Greenlund Financial Council LLC | 110,728 | $5.91M | $8.33M | $2.42M | 41.03% |
Eddie Wilcox Rollins Financial Advisors LLC | 6,124 | $352,188.54 | $460,953.48 | $108,764.94 | 30.88% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 5,663 | $285,278.24 | $426,254.01 | $140,975.77 | 49.42% |
| EW Enzi Wealth Enzi Wealth | 27,574 | $1.21M | $2.08M | $866,375.08 | 71.65% |
Brian G. Wade Ardent Capital Management Inc. | 6,920 | $346,727.05 | $520,868.4 | $174,141.35 | 50.22% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 3,494 | $217,971.59 | $272,741.64 | $54,770.05 | 25.13% |
Brian Baylis Bell Investment Advisors Inc. | 1,189 | $76,550.77 | $92,492.31 | $15,941.54 | 20.82% |
Kalon Hoard Holland Advisory Services Inc. | 262,847 | $13.76M | $19.78M | $6.03M | 43.82% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 78,160 | $4.87M | $5.88M | $1.01M | 20.74% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 313,797 | $17.2M | $24.49M | $7.3M | 42.44% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 723 | $48,798.27 | $54,420.21 | $5,621.94 | 11.52% |
| AB Andrew Blass Atlantic Private Wealth LLC | 21 | $1,302.42 | $1,628.34 | $325.92 | 25.02% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 108,201 | $5.42M | $8.14M | $2.73M | 50.31% |
Janet Messer FRG Family Wealth Advisors LLC | 96,111 | $3.12M | $7.23M | $4.11M | 131.86% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5,098 | $326,585.91 | $383,726.46 | $57,140.55 | 17.5% |
| MAL Mason & Associates LLC Mason & Associates LLC | 2,726 | $210,202 | $205,186.02 | -$5,015.98 | -2.39% |
Nancy Williamson Helen Stephens Group LLC | 3,352 | $221,238.12 | $252,305.04 | $31,066.92 | 14.04% |
David Spratt Badgley Phelps Wealth Managers LLC | 1.82M | $99.04M | $137.11M | $38.07M | 38.44% |