| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Enzi Wealth Enzi Wealth | 3,510 | $556,884.44 | $872,621.1 | $315,736.66 | 56.7% |
Brian G. Wade Ardent Capital Management Inc. | 146,697 | $24.64M | $37.74M | $13.1M | 53.17% |
| WB William Bromley Innova Wealth Partners | 3,125 | $478,801.7 | $776,906.25 | $298,104.55 | 62.26% |
Robert Tutela Essex LLC | 23,061 | $3.94M | $5.73M | $1.79M | 45.5% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 1,226 | $230,953.27 | $313,843.74 | $82,890.47 | 35.89% |
Brian Baylis Bell Investment Advisors Inc. | 1,468 | $237,863.36 | $371,815.04 | $133,951.68 | 56.31% |
Kalon Hoard Holland Advisory Services Inc. | 2,430 | $411,175.05 | $623,999.7 | $212,824.65 | 51.76% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 456,968 | $69.28M | $118.06M | $48.78M | 70.4% |
| KC Kasey Cook Maripau Wealth Management LLC | 987 | $241,262.28 | $245,378.07 | $4,115.79 | 1.71% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 674,067 | $108.42M | $170.73M | $62.31M | 57.47% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,448 | $247,475.69 | $368,711.48 | $121,235.79 | 48.99% |
Andrew Endelman Independent Wealth Network Inc. | 3,319 | $485,105.04 | $842,727.29 | $357,622.25 | 73.72% |
Larry Herold Herold Advisors Inc. | 15,267 | $2.5M | $3.88M | $1.38M | 55.18% |
Alexander Eichhorn Tanager Wealth Management LLP | 2,245 | $412,491.49 | $570,027.95 | $157,536.46 | 38.19% |
| JB John Brim Smith Group Asset Management LLC | 159,696 | $27.69M | $39.7M | $12.02M | 43.4% |
| AB Andrew Blass Atlantic Private Wealth LLC | 14 | $2,897.3 | $3,554.74 | $657.44 | 22.69% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 173,177 | $30.71M | $44.58M | $13.87M | 45.17% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 4,729 | $756,558.15 | $1.18M | $419,118.54 | 55.4% |
Janet Messer FRG Family Wealth Advisors LLC | 28,074 | $3.24M | $7.13M | $3.89M | 120.34% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 26,678 | $4.3M | $6.63M | $2.33M | 54.16% |