| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 608,759 | $40.51M | $54.91M | $14.4M | 35.53% |
S. Hardy Taylor Heritage Investment Group Inc. | 5,928 | $218,743.2 | $534,705.6 | $315,962.4 | 144.44% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 4,467 | $623,727.21 | $402,923.4 | -$220,803.81 | -35.4% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 21,083 | $1.25M | $1.9M | $650,203.29 | 51.95% |
Katie Smith Delos Wealth Advisors LLC | 9,035 | $262,776.74 | $926,448.9 | $663,672.16 | 252.56% |
Kevin B. Crawford JB Capital LLC | 5,951 | $329,658.63 | $536,780.2 | $207,121.57 | 62.83% |
Richard Slavik Newbridge Financial Services Group Inc. | 26,589 | $3.34M | $2.73M | -$611,511.45 | -18.32% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 2,171 | $303,083 | $195,824.2 | -$107,258.8 | -35.39% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 460 | $12,053.37 | $41,492 | $29,438.63 | 244.24% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,443 | $480,746.09 | $353,045.22 | -$127,700.87 | -26.56% |
Adam J. Peck Riverwater Partners LLC | 2,092 | $292,105.96 | $214,513.68 | -$77,592.28 | -26.56% |
| EJL Emery J. Levick US Asset Management LLC | 15,090 | $803,995.2 | $1.52M | $719,340.3 | 89.47% |
Kimberly Cappellano Private Wealth Asset Management LLC | 6,118 | $147,708.51 | $596,627.36 | $448,918.85 | 303.92% |
Sima Elimelech Activest Wealth Management | 2,328 | $76,702.1 | $209,985.6 | $133,283.5 | 173.77% |
Christina Forster Pazienza Guardian Partners Inc. | 600 | $83,778 | $54,120 | -$29,658 | -35.4% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 60 | $1,606.5 | $5,412 | $3,805.5 | 236.88% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,601 | $502,807.63 | $324,810.2 | -$177,997.43 | -35.4% |
| EW Enzi Wealth Enzi Wealth | 11,877 | $307,899.42 | $1.07M | $763,405.98 | 247.94% |
Brian Baylis Bell Investment Advisors Inc. | 2,895 | $110,331.67 | $294,276.75 | $183,945.08 | 166.72% |
Kalon Hoard Holland Advisory Services Inc. | 2,057 | $287,218.91 | $185,541.4 | -$101,677.51 | -35.4% |