| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Enzi Wealth Enzi Wealth | 3,673 | $960,992.51 | $1.45M | $487,859.07 | 50.77% |
| WB William Bromley Innova Wealth Partners | 565 | $228,399 | $222,869.9 | -$5,529.1 | -2.42% |
| RT Robert Tutela Essex LLC | 3,559 | $1.07M | $1.4M | $335,733.89 | 31.47% |
| TW Troy Winegarner Strong Tower Advisory Services | 34,855 | $9.43M | $13.61M | $4.17M | 44.22% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 590 | $163,956.88 | $232,501.3 | $68,544.42 | 41.81% |
Brian Baylis Bell Investment Advisors Inc. | 1,130 | $298,473.88 | $447,462.37 | $148,988.49 | 49.92% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 131,050 | $54.86M | $51.64M | -$3.21M | -5.86% |
| GD Go Deguchi Iyo Bank Ltd. | 1,147 | $515,828.84 | $451,998.29 | -$63,830.55 | -12.37% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,453 | $981,854.83 | $966,653.71 | -$15,201.12 | -1.55% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 15,815 | $5.42M | $6.23M | $813,201.47 | 15.01% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 279,371 | $92.14M | $110.42M | $18.28M | 19.83% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 154 | $57,972.86 | $58,649.36 | $676.5 | 1.17% |
Andrew Endelman Independent Wealth Network Inc. | 3,827 | $1.18M | $1.51M | $327,631.47 | 27.75% |
Larry Herold Herold Advisors Inc. | 10,121 | $2.23M | $3.99M | $1.76M | 78.9% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,182 | $417,883.77 | $465,790.74 | $47,906.97 | 11.46% |
| JB John Brim Smith Group Asset Management LLC | 4,227 | $1.69M | $1.67M | -$26,389.17 | -1.56% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 9,292 | $3.26M | $3.67M | $408,612.34 | 12.55% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 7,029 | $2.55M | $2.77M | $224,333.68 | 8.81% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 12,171 | $3.96M | $4.8M | $837,657.3 | 21.16% |
Brian Landzaat Vista Finance LLC | 2,740 | $925,576.8 | $1.07M | $145,927.6 | 15.77% |