| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 140 | $22,450.2 | $23,024.4 | $574.2 | 2.56% |
Jodi Greenlund Financial Council LLC | 1,316 | $213,073.56 | $218,015.14 | $4,941.58 | 2.32% |
Christina Forster Pazienza Guardian Partners Inc. | 2,050 | $275,786.17 | $337,235.25 | $61,449.08 | 22.28% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 2,425 | $355,939.63 | $398,742.75 | $42,803.12 | 12.03% |
| EW Enzi Wealth Enzi Wealth | 1,575 | $231,404.34 | $261,213.75 | $29,809.41 | 12.88% |
Troy Winegarner Strong Tower Advisory Services | 71,973 | $7.91M | $11.92M | $4.01M | 50.65% |
Brian Baylis Bell Investment Advisors Inc. | 3,377 | $498,441.88 | $558,319.41 | $59,877.53 | 12.01% |
Kalon Hoard Holland Advisory Services Inc. | 1,586 | $241,452.66 | $262,165.8 | $20,713.14 | 8.58% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 2,194 | $355,336 | $359,300.41 | $3,964.41 | 1.12% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 27,063 | $3.53M | $4.47M | $946,546.32 | 26.83% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3 | $485.73 | $493.38 | $7.65 | 1.57% |
Andrew Endelman Independent Wealth Network Inc. | 1,344 | $217,607.04 | $220,980.48 | $3,373.44 | 1.55% |
Larry Herold Herold Advisors Inc. | 5,761 | $538,777.35 | $948,202.99 | $409,425.64 | 75.99% |
| AB Andrew Blass Atlantic Private Wealth LLC | 150 | $20,124.5 | $24,676.5 | $4,552 | 22.62% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,784 | $603,022.66 | $627,954.8 | $24,932.14 | 4.13% |
Janet Messer FRG Family Wealth Advisors LLC | 5,225 | $409,002.55 | $872,836.25 | $463,833.7 | 113.41% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 2,187 | $209,822.69 | $365,513.31 | $155,690.62 | 74.2% |
Christopher Davis Burns Matteson Capital Management LLC | 3,657 | $428,174.11 | $602,381.04 | $174,206.93 | 40.69% |
Bobby Adusumilli SJS Investment Consulting Inc. | 74 | $11,917.99 | $12,234.42 | $316.43 | 2.66% |
Kea Molnar Cromwell Holdings LLC | 1,794 | $183,915.67 | $297,176.1 | $113,260.43 | 61.58% |