| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,744 | $965,940.12 | $1.2M | $233,914.42 | 24.22% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,875 | $982,422.44 | $1.29M | $307,558.79 | 31.31% |
| EW Enzi Wealth Enzi Wealth | 30,953 | $15.4M | $21.3M | $5.9M | 38.31% |
| WB William Bromley Innova Wealth Partners | 6,244 | $3.88M | $4.3M | $416,998.53 | 10.75% |
Robert Tutela Essex LLC | 1,279 | $476,065.43 | $879,939.2 | $403,873.77 | 84.84% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 1,270 | $460,150.92 | $919,099 | $458,948.08 | 99.74% |
Brian Baylis Bell Investment Advisors Inc. | 1,186 | $402,304.24 | $857,513.61 | $455,209.37 | 113.15% |
Kalon Hoard Holland Advisory Services Inc. | 355 | $204,898.9 | $244,236.45 | $39,337.55 | 19.2% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 15,628 | $9.37M | $10.75M | $1.38M | 14.74% |
| KC Kasey Cook Maripau Wealth Management LLC | 3,694 | $2.32M | $2.66M | $342,354.56 | 14.75% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 15,552 | $11.08M | $11.25M | $179,564.51 | 1.62% |
Andrew Endelman Independent Wealth Network Inc. | 9,896 | $5.36M | $6.81M | $1.45M | 27.13% |
Larry Herold Herold Advisors Inc. | 992 | $469,952.3 | $682,486.07 | $212,533.77 | 45.22% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,855 | $833,356.61 | $1.28M | $442,864.82 | 53.14% |
| AB Andrew Blass Atlantic Private Wealth LLC | 91 | $42,671.72 | $65,599.17 | $22,927.45 | 53.73% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 9,173 | $4.64M | $6.31M | $1.67M | 35.94% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,716 | $1.26M | $1.18M | -$83,071.18 | -6.57% |
Janet Messer FRG Family Wealth Advisors LLC | 1,605 | $822,544.65 | $1.1M | $281,679.28 | 34.24% |
| DC Donie Carlson DMC Group LLC | 555 | $295,545.18 | $381,834.44 | $86,289.26 | 29.2% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 486 | $227,395.78 | $334,363.14 | $106,967.36 | 47.04% |