| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 8,039 | $1.17M | $1.27M | $99,406.13 | 8.47% |
| EJL Emery J. Levick US Asset Management LLC | 1,851 | $258,788.36 | $290,847.63 | $32,059.27 | 12.39% |
Kimberly Cappellano Private Wealth Asset Management LLC | 23,807 | $4.02M | $3.76M | -$254,374.16 | -6.33% |
Sima Elimelech Activest Wealth Management | 162 | $23,216.22 | $25,446.96 | $2,230.74 | 9.61% |
Jodi Greenlund Financial Council LLC | 12,652 | $1.85M | $1.99M | $133,227.54 | 7.19% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,736 | $254,393.63 | $276,067.4 | $21,673.77 | 8.52% |
Christina Forster Pazienza Guardian Partners Inc. | 4,566 | $693,576.71 | $723,071.76 | $29,495.05 | 4.25% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 30,213 | $4.35M | $4.81M | $469,081.16 | 10.8% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 131,746 | $20.04M | $21M | $958,802.8 | 4.78% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 8,005 | $1.29M | $1.27M | -$23,132.69 | -1.79% |
Brian G. Wade Ardent Capital Management Inc. | 29,813 | $4.74M | $4.72M | -$16,194.57 | -0.34% |
| WB William Bromley Innova Wealth Partners | 3,885 | $635,499.82 | $617,812.12 | -$17,687.7 | -2.78% |
Robert Tutela Essex LLC | 14,668 | $2.08M | $2.34M | $253,859.42 | 12.19% |
Troy Winegarner Strong Tower Advisory Services | 26,591 | $4.09M | $4.18M | $91,938.53 | 2.25% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 5,354 | $822,029.56 | $846,280.01 | $24,250.45 | 2.95% |
Brian Baylis Bell Investment Advisors Inc. | 19,156 | $2.77M | $3.01M | $233,668.11 | 8.42% |
Kalon Hoard Holland Advisory Services Inc. | 3,742 | $611,589.09 | $591,479.23 | -$20,109.86 | -3.29% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 433,359 | $71.06M | $68.84M | -$2.22M | -3.13% |
| GD Go Deguchi Iyo Bank Ltd. | 52,430 | $8.46M | $8.32M | -$133,461.5 | -1.58% |
| KC Kasey Cook Maripau Wealth Management LLC | 1,372 | $198,171.68 | $217,928.48 | $19,756.8 | 9.97% |