| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BO Brian Oliveira Clear Street Group Inc. | 2.36M | $416.11M | $473.8M | $57.69M | 13.86% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 7,139 | $181,058.09 | $1.43M | $1.25M | 692.41% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,866 | $336,584.62 | $375,010.02 | $38,425.4 | 11.42% |
| EJL Emery J. Levick US Asset Management LLC | 2,286 | $317,935.57 | $457,908.66 | $139,973.09 | 44.03% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,896 | $482,178.08 | $774,641.68 | $292,463.6 | 60.65% |
Sima Elimelech Activest Wealth Management | 2,053 | $374,508.26 | $411,195.37 | $36,687.11 | 9.8% |
Eddie Wilcox Rollins Financial Advisors LLC | 2,071 | $325,873.1 | $432,155.57 | $106,282.47 | 32.61% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 9,814 | $1.5M | $1.97M | $471,226.24 | 31.39% |
| EW Enzi Wealth Enzi Wealth | 9,831 | $218,233.89 | $1.98M | $1.76M | 805.33% |
Robert Tutela Essex LLC | 1,573 | $207,446.79 | $316,125.81 | $108,679.02 | 52.39% |
Troy Winegarner Strong Tower Advisory Services | 15,537 | $405,139.77 | $3.11M | $2.7M | 666.76% |
Brian Baylis Bell Investment Advisors Inc. | 1,159 | $39,852.63 | $232,379.5 | $192,526.87 | 483.1% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 149,959 | $18.43M | $29.77M | $11.34M | 61.53% |
| KC Kasey Cook Maripau Wealth Management LLC | 1,999 | $270,756.42 | $417,131.33 | $146,374.91 | 54.06% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 16,410 | $2.69M | $3.28M | $595,680.05 | 22.15% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 187,897 | $17.69M | $37.67M | $19.98M | 112.94% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $116.67 | $199.75 | $83.08 | 71.21% |
Andrew Endelman Independent Wealth Network Inc. | 16,040 | $784,565.31 | $3.22M | $2.44M | 310.87% |
Larry Herold Herold Advisors Inc. | 2,744 | $374,975.34 | $551,461.68 | $176,486.34 | 47.07% |
| JB John Brim Smith Group Asset Management LLC | 5,025 | $638,889.74 | $1.05M | $409,677.01 | 64.12% |