| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 830 | $120,417.6 | $116,183.4 | -$4,234.2 | -3.52% |
Kimberly Cappellano Private Wealth Asset Management LLC | 955 | $151,287.65 | $140,652.4 | -$10,635.25 | -7.03% |
Sima Elimelech Activest Wealth Management | 89 | $9,304.95 | $13,222.73 | $3,917.78 | 42.1% |
Christina Forster Pazienza Guardian Partners Inc. | 5,153 | $540,270.39 | $721,316.94 | $181,046.55 | 33.51% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,735 | $535,677.54 | $522,825.3 | -$12,852.24 | -2.4% |
| EW Enzi Wealth Enzi Wealth | 2,545 | $252,667.6 | $356,249.1 | $103,581.5 | 41% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 2,390 | $237,279 | $353,086.65 | $115,807.65 | 48.81% |
Brian Baylis Bell Investment Advisors Inc. | 175 | $27,332.55 | $25,999.75 | -$1,332.8 | -4.88% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 89,395 | $10.4M | $13.21M | $2.82M | 27.08% |
| GD Go Deguchi Iyo Bank Ltd. | 63,064 | $7.48M | $9.25M | $1.77M | 23.64% |
| KC Kasey Cook Maripau Wealth Management LLC | 5,102 | $780,904.56 | $707,188.22 | -$73,716.34 | -9.44% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 607,683 | $78.92M | $90.28M | $11.37M | 14.41% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $99.28 | $148.57 | $49.29 | 49.65% |
Andrew Endelman Independent Wealth Network Inc. | 2,881 | $296,328.53 | $403,282.38 | $106,953.85 | 36.09% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 16,322 | $2.38M | $2.41M | $27,819.65 | 1.17% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 5,786 | $765,991.58 | $809,924.28 | $43,932.7 | 5.74% |
Bobby Adusumilli SJS Investment Consulting Inc. | 564 | $65,970.36 | $83,793.48 | $17,823.12 | 27.02% |
Andrew J. Whalen Whalen Wealth Management Inc. | 4,621 | $619,260 | $646,847.58 | $27,587.58 | 4.45% |
Jenell Wunsch Sora Investors LLC | 16,654 | $1.65M | $2.45M | $800,307.97 | 48.4% |
Kea Molnar Cromwell Holdings LLC | 2,843 | $447,300.56 | $419,726.3 | -$27,574.26 | -6.16% |