| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 13,057 | $1.26M | $1.85M | $594,045.69 | 47.15% |
Kimberly Cappellano Private Wealth Asset Management LLC | 16,255 | $1.52M | $2.3M | $788,916.76 | 52.07% |
Jodi Greenlund Financial Council LLC | 2,564 | $290,014.04 | $346,781 | $56,766.96 | 19.57% |
Eddie Wilcox Rollins Financial Advisors LLC | 42,868 | $3.22M | $5.8M | $2.58M | 80.09% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 1,889 | $130,675 | $255,487.25 | $124,812.25 | 95.51% |
| EW Enzi Wealth Enzi Wealth | 4,706 | $302,415.22 | $636,486.5 | $334,071.28 | 110.47% |
Kalon Hoard Holland Advisory Services Inc. | 3,755 | $314,154.77 | $507,863.75 | $193,708.98 | 61.66% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 9,500 | $1.04M | $1.28M | $244,397 | 23.49% |
| KC Kasey Cook Maripau Wealth Management LLC | 13,778 | $1.28M | $1.95M | $674,806.46 | 52.79% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,334 | $150,888.74 | $188,747.66 | $37,858.92 | 25.09% |
Andrew Endelman Independent Wealth Network Inc. | 4,327 | $436,332.85 | $585,226.75 | $148,893.9 | 34.12% |
| AB Andrew Blass Atlantic Private Wealth LLC | 1,416 | $117,942.96 | $200,718 | $82,775.04 | 70.18% |
| MAL Mason & Associates LLC Mason & Associates LLC | 33,204 | $3.07M | $4.49M | $1.42M | 46.15% |
Nancy Williamson Helen Stephens Group LLC | 2,054 | $226,264.46 | $277,803.5 | $51,539.04 | 22.78% |
David Spratt Badgley Phelps Wealth Managers LLC | 4,622 | $462,861.58 | $625,125.5 | $162,263.92 | 35.06% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 23,841 | $3.06M | $3.22M | $166,888.99 | 5.46% |
Ryan Charles Stout Theory Financial LLC | 41,296 | $3.8M | $5.59M | $1.78M | 46.95% |
Bradley W. Clark Paladin Advisory Group LLC | 65 | $6,139.3 | $8,791.25 | $2,651.95 | 43.2% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,855 | $155,207.85 | $250,888.75 | $95,680.9 | 61.65% |
Marc Dacanay Geometric Wealth Advisors | 6,832 | $632,233.28 | $968,436 | $336,202.72 | 53.18% |