| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Spencer Rand Five Oceans Advisors | 461 | $160,257.03 | $450,198.77 | $289,941.74 | 180.92% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,886 | $1.46M | $1.84M | $384,800.6 | 26.41% |
Katie Smith Delos Wealth Advisors LLC | 36 | $26,380.08 | $35,156.52 | $8,776.44 | 33.27% |
Richard Slavik Newbridge Financial Services Group Inc. | 416 | $304,836.48 | $414,677.12 | $109,840.64 | 36.03% |
Kimberly Cappellano Private Wealth Asset Management LLC | 675 | $455,094 | $671,884.87 | $216,790.87 | 47.64% |
Sima Elimelech Activest Wealth Management | 7 | $5,832.17 | $6,985.23 | $1,153.06 | 19.77% |
Christina Forster Pazienza Guardian Partners Inc. | 175 | $132,230 | $170,899.75 | $38,669.75 | 29.24% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 295 | $216,170.1 | $288,088.15 | $71,918.05 | 33.27% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 519 | $406,997.85 | $506,839.84 | $99,841.99 | 24.53% |
Brian Baylis Bell Investment Advisors Inc. | 52 | $28,737.82 | $51,929.28 | $23,191.46 | 80.7% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 217,900 | $168.04M | $216.99M | $48.95M | 29.13% |
| JB John Brim Smith Group Asset Management LLC | 66,238 | $31.46M | $63.71M | $32.25M | 102.51% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 727 | $534,478.27 | $723,986.58 | $189,508.31 | 35.46% |
Christopher Davis Burns Matteson Capital Management LLC | 692 | $567,640.39 | $675,786.45 | $108,146.06 | 19.05% |
Bobby Adusumilli SJS Investment Consulting Inc. | 180 | $112,360.54 | $179,362.8 | $67,002.26 | 59.63% |
Andrew J. Whalen Whalen Wealth Management Inc. | 675 | $576,092 | $659,184.76 | $83,092.76 | 14.42% |
Kea Molnar Cromwell Holdings LLC | 438 | $256,081 | $435,052.26 | $178,971.26 | 69.89% |
David Spratt Badgley Phelps Wealth Managers LLC | 31,065 | $16.32M | $30.34M | $14.02M | 85.94% |
Christopher Moore Paralel Advisors LLC | 2,670 | $1.96M | $2.61M | $650,680.74 | 33.25% |
Dinan Hu R Squared Ltd | 771 | $582,568 | $752,935.48 | $170,367.48 | 29.24% |