| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jarrett Topel Topel & Distasi Wealth Management LLC | 1,107 | $637,976.15 | $811,209.6 | $173,233.45 | 27.15% |
| BO Brian Oliveira Clear Street Group Inc. | 1.28M | $928.16M | $940.31M | $12.15M | 1.31% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 397 | $200,175.34 | $281,631.8 | $81,456.46 | 40.69% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,296 | $1.52M | $2.36M | $846,894.18 | 55.82% |
Adam J. Peck Riverwater Partners LLC | 1,265 | $638,279.97 | $911,533.7 | $273,253.73 | 42.81% |
| EJL Emery J. Levick US Asset Management LLC | 4,678 | $763,826.88 | $3.46M | $2.69M | 352.58% |
Kimberly Cappellano Private Wealth Asset Management LLC | 8,403 | $5.26M | $6.17M | $902,984.93 | 17.16% |
Sima Elimelech Activest Wealth Management | 17,588 | $9.85M | $12.96M | $3.11M | 31.52% |
Jodi Greenlund Financial Council LLC | 1,546 | $376,220.68 | $1.14M | $760,166.62 | 202.05% |
Eddie Wilcox Rollins Financial Advisors LLC | 25,720 | $9.23M | $18.61M | $9.38M | 101.56% |
Christina Forster Pazienza Guardian Partners Inc. | 1,134 | $712,281.54 | $812,216.16 | $99,934.62 | 14.03% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 574 | $294,262.26 | $413,515.34 | $119,253.08 | 40.53% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 15,373 | $8.15M | $10.9M | $2.75M | 33.74% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 5,923 | $3.52M | $4.24M | $726,850.11 | 20.67% |
| EW Enzi Wealth Enzi Wealth | 1,096 | $259,746.09 | $789,569.36 | $529,823.27 | 203.98% |
Brian G. Wade Ardent Capital Management Inc. | 25,024 | $8.62M | $17.75M | $9.13M | 106% |
| WB William Bromley Innova Wealth Partners | 1,200 | $721,339.63 | $868,344 | $147,004.37 | 20.38% |
Robert Tutela Essex LLC | 4,739 | $1.6M | $3.41M | $1.81M | 113.34% |
Troy Winegarner Strong Tower Advisory Services | 490 | $256,379.1 | $362,857.25 | $106,478.15 | 41.53% |
Brian Baylis Bell Investment Advisors Inc. | 846 | $443,575.1 | $623,265.12 | $179,690.02 | 40.51% |