| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 5,225 | $1.73M | $1.86M | $128,260.75 | 7.39% |
Adam J. Peck Riverwater Partners LLC | 1,112 | $402,378.17 | $400,247.72 | -$2,130.45 | -0.53% |
| EJL Emery J. Levick US Asset Management LLC | 6,395 | $1.66M | $2.33M | $663,119.24 | 39.89% |
Rick Hurley Heirloom Wealth Management | 1,229 | $364,828.06 | $440,989.78 | $76,161.72 | 20.88% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,464 | $572,276.91 | $529,777.68 | -$42,499.23 | -7.43% |
Sima Elimelech Activest Wealth Management | 10,809 | $3.12M | $3.92M | $792,646.65 | 25.36% |
Eddie Wilcox Rollins Financial Advisors LLC | 25,568 | $6.23M | $9.31M | $3.08M | 49.43% |
Christina Forster Pazienza Guardian Partners Inc. | 543 | $230,826.3 | $192,145.98 | -$38,680.32 | -16.76% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 4,972 | $1.59M | $1.78M | $191,917.22 | 12.07% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 11,898 | $4.04M | $4.24M | $198,262.48 | 4.91% |
| EW Enzi Wealth Enzi Wealth | 3,700 | $972,348.71 | $1.33M | $355,285.29 | 36.54% |
| WB William Bromley Innova Wealth Partners | 565 | $228,399 | $205,643.05 | -$22,755.95 | -9.96% |
Robert Tutela Essex LLC | 3,441 | $1.04M | $1.23M | $198,810.72 | 19.19% |
Troy Winegarner Strong Tower Advisory Services | 34,374 | $9.39M | $12.42M | $3.03M | 32.22% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 645 | $187,089.88 | $232,438.65 | $45,348.77 | 24.24% |
Brian Baylis Bell Investment Advisors Inc. | 1,135 | $300,576.88 | $411,369.4 | $110,792.52 | 36.86% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 120,357 | $50.54M | $42.45M | -$8.09M | -16.02% |
| GD Go Deguchi Iyo Bank Ltd. | 1,147 | $515,828.84 | $403,663.71 | -$112,165.13 | -21.74% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,768 | $1.11M | $1.01M | -$104,785.03 | -9.4% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 15,895 | $5.45M | $5.77M | $313,565.57 | 5.75% |