| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Swenson ARS Wealth Advisors Group LLC | 30,202 | $11.26M | $18.27M | $7.01M | 62.21% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 899 | $495,603.49 | $542,312.75 | $46,709.26 | 9.42% |
| WB William Bromley Innova Wealth Partners | 831 | $436,228.24 | $502,588.79 | $66,360.55 | 15.21% |
Robert Tutela Essex LLC | 1,048 | $415,121.18 | $633,830.39 | $218,709.21 | 52.69% |
Troy Winegarner Strong Tower Advisory Services | 7,237 | $3.05M | $4.48M | $1.42M | 46.52% |
Brian Baylis Bell Investment Advisors Inc. | 495 | $198,452.62 | $305,078.4 | $106,625.78 | 53.73% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 146,433 | $72.21M | $89.56M | $17.35M | 24.02% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 365,309 | $130.98M | $225.15M | $94.17M | 71.9% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 87 | $40,575.42 | $53,544.15 | $12,968.73 | 31.96% |
Andrew Endelman Independent Wealth Network Inc. | 770 | $361,190.13 | $464,494.79 | $103,304.66 | 28.6% |
Larry Herold Herold Advisors Inc. | 15,902 | $5.77M | $9.62M | $3.85M | 66.8% |
Alexander Eichhorn Tanager Wealth Management LLP | 747 | $403,777.42 | $450,620.28 | $46,842.86 | 11.6% |
| JB John Brim Smith Group Asset Management LLC | 930 | $486,263.46 | $562,463.99 | $76,200.53 | 15.67% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 51,363 | $19.6M | $31.53M | $11.93M | 60.84% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 2,347 | $933,045.54 | $1.42M | $486,420.04 | 52.13% |
Janet Messer FRG Family Wealth Advisors LLC | 1,973 | $415,306.98 | $1.19M | $774,885.54 | 186.58% |
Bobby Adusumilli SJS Investment Consulting Inc. | 544 | $281,540.55 | $335,278.09 | $53,737.54 | 19.09% |
Andrew J. Whalen Whalen Wealth Management Inc. | 4,793 | $2.63M | $2.9M | $270,300.45 | 10.28% |
Jenell Wunsch Sora Investors LLC | 57,142 | $31.97M | $35.24M | $3.28M | 10.25% |
Kea Molnar Cromwell Holdings LLC | 2,481 | $1.09M | $1.53M | $434,869.64 | 39.73% |