| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tina Tenret Tenret Co. LLC | 1,000 | $215,790 | $291,200.01 | $75,410.01 | 34.95% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,113 | $276,609.85 | $324,105.61 | $47,495.76 | 17.17% |
Hannah Tackett Penobscot Wealth Management | 4,983 | $1.16M | $1.45M | $294,723.85 | 25.49% |
S. Hardy Taylor Heritage Investment Group Inc. | 2,012 | $437,732.36 | $585,894.42 | $148,162.06 | 33.85% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 18,299 | $5.42M | $5.33M | -$89,842.15 | -1.66% |
Katie Smith Delos Wealth Advisors LLC | 11,198 | $2.5M | $3.26M | $761,132.49 | 30.45% |
Kevin B. Crawford JB Capital LLC | 1,022 | $222,801.24 | $297,606.41 | $74,805.17 | 33.57% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,189 | $283,476.32 | $346,236.81 | $62,760.49 | 22.14% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 691 | $207,610.96 | $208,377.96 | $767 | 0.37% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 693 | $208,319 | $201,801.61 | -$6,517.39 | -3.13% |
Kurt Van Dyken Lifeworks Advisors LLC | 13,406 | $3.26M | $3.9M | $646,914.17 | 19.86% |
Kimberly Cappellano Private Wealth Asset Management LLC | 34,306 | $6.92M | $9.99M | $3.07M | 44.46% |
Sima Elimelech Activest Wealth Management | 1,141 | $243,445.39 | $332,259.21 | $88,813.82 | 36.48% |
Eddie Wilcox Rollins Financial Advisors LLC | 2,935 | $651,579.93 | $854,672.03 | $203,092.1 | 31.17% |
Christina Forster Pazienza Guardian Partners Inc. | 580 | $174,261 | $168,896.01 | -$5,364.99 | -3.08% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 553 | $103,722.16 | $161,033.61 | $57,311.45 | 55.25% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,233 | $221,976.65 | $359,049.61 | $137,072.96 | 61.75% |
| WB William Bromley Innova Wealth Partners | 2,019 | $462,330.14 | $587,932.82 | $125,602.68 | 27.17% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 920 | $276,496 | $267,904.01 | -$8,591.99 | -3.11% |
| KC Kasey Cook Maripau Wealth Management LLC | 1,215 | $299,785.44 | $353,808.01 | $54,022.57 | 18.02% |