| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SE Sima Elimelech Activest Wealth Management | 1,162 | $56,624.78 | $84,860.86 | $28,236.08 | 49.87% |
Christina Forster Pazienza Guardian Partners Inc. | 14,251 | $764,648.51 | $1.01M | $249,167.63 | 32.59% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 139,776 | $6.48M | $10.21M | $3.73M | 57.56% |
| MSC McElhenny Sheffield Capital Management LLC McElhenny Sheffield Capital Management LLC | 7,330 | $429,757.9 | $521,456.2 | $91,698.3 | 21.34% |
| EW Enzi Wealth Enzi Wealth | 11,049 | $482,577.35 | $775,197.84 | $292,620.49 | 60.64% |
Brian G. Wade Ardent Capital Management Inc. | 14,686 | $915,834.34 | $1.04M | $128,707.41 | 14.05% |
Brian Baylis Bell Investment Advisors Inc. | 1,408 | $65,995.01 | $100,094.86 | $34,099.85 | 51.67% |
Kalon Hoard Holland Advisory Services Inc. | 7,710 | $324,765.88 | $558,011.25 | $233,245.37 | 71.82% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 4,408 | $265,288.45 | $313,519 | $48,230.55 | 18.18% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 379,527 | $19.19M | $26.79M | $7.6M | 39.61% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 625 | $28,704.05 | $46,381.25 | $17,677.2 | 61.58% |
Andrew Endelman Independent Wealth Network Inc. | 16,828 | $771,477.5 | $1.2M | $425,414 | 55.14% |
Larry Herold Herold Advisors Inc. | 9,779 | $448,812.52 | $695,531.37 | $246,718.85 | 54.97% |
Alexander Eichhorn Tanager Wealth Management LLP | 11,553 | $762,382.47 | $821,707.12 | $59,324.65 | 7.78% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 5,053 | $306,635.41 | $354,518.48 | $47,883.07 | 15.62% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 21,202 | $1.39M | $1.51M | $120,248.26 | 8.67% |
Bobby Adusumilli SJS Investment Consulting Inc. | 32 | $2,083.39 | $2,258.88 | $175.49 | 8.42% |
Andrew J. Whalen Whalen Wealth Management Inc. | 7,116 | $470,083 | $506,125.5 | $36,042.5 | 7.67% |
Kea Molnar Cromwell Holdings LLC | 5,616 | $291,752.68 | $416,482.56 | $124,729.88 | 42.75% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 12,769 | $593,253.35 | $907,749.49 | $314,496.14 | 53.01% |