| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 7,582 | $1.33M | $1.93M | $600,342.29 | 45.05% |
| SE Sima Elimelech Activest Wealth Management | 249 | $51,453.81 | $63,544.8 | $12,090.99 | 23.5% |
Jodi Greenlund Financial Council LLC | 1,301 | $241,031.41 | $331,885.1 | $90,853.69 | 37.69% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,889 | $584,196.42 | $992,472.8 | $408,276.38 | 69.89% |
Brian Baylis Bell Investment Advisors Inc. | 610 | $113,040.97 | $155,763.5 | $42,722.53 | 37.79% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 152,617 | $27.99M | $38.91M | $10.92M | 39.02% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 297,897 | $61.44M | $75.5M | $14.06M | 22.89% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 8,694 | $1.55M | $2.19M | $640,197.9 | 41.31% |
| DC Donie Carlson DMC Group LLC | 2,394 | $432,762.85 | $610,350.3 | $177,587.45 | 41.04% |
Bobby Adusumilli SJS Investment Consulting Inc. | 196 | $40,111.43 | $49,676.2 | $9,564.77 | 23.85% |
Kea Molnar Cromwell Holdings LLC | 1,222 | $189,997 | $308,212.84 | $118,215.84 | 62.22% |
| RE Rod Ehrlich Wayfinding Financial LLC | 2,019 | $389,800.79 | $515,551.65 | $125,750.86 | 32.26% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 27,584 | $5.02M | $6.97M | $1.96M | 39.03% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 375 | $49,670.31 | $95,043.75 | $45,373.44 | 91.35% |
Matthew Liebman Amplius Wealth Advisors LLC | 1,003 | $246,958.66 | $253,618.58 | $6,659.92 | 2.7% |
| PNC Paul N. Clark Mi LLCapital Management LLC | 2,076 | $261,472.2 | $526,473.6 | $265,001.4 | 101.35% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,847 | $362,084.27 | $469,082.59 | $106,998.32 | 29.55% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,107 | $360,308.55 | $534,019.15 | $173,710.6 | 48.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,501 | $488,697.83 | $634,503.7 | $145,805.87 | 29.84% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 3,003 | $625,995.71 | $761,110.35 | $135,114.64 | 21.58% |