| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 940 | $186,007.2 | $292,537.39 | $106,530.19 | 57.27% |
Kurt Van Dyken Lifeworks Advisors LLC | 5,225 | $1.73M | $1.79M | $53,804.5 | 3.1% |
Adam J. Peck Riverwater Partners LLC | 1,112 | $402,378.17 | $380,659.85 | -$21,718.32 | -5.4% |
| EJL Emery J. Levick US Asset Management LLC | 6,395 | $1.66M | $2.09M | $432,195.85 | 26% |
Rick Hurley Heirloom Wealth Management | 1,274 | $376,601.41 | $396,481.53 | $19,880.12 | 5.28% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,464 | $572,276.91 | $487,233.84 | -$85,043.07 | -14.86% |
Sima Elimelech Activest Wealth Management | 10,809 | $3.12M | $3.36M | $238,901.47 | 7.64% |
Eddie Wilcox Rollins Financial Advisors LLC | 28,186 | $6.88M | $8.77M | $1.89M | 27.53% |
Christina Forster Pazienza Guardian Partners Inc. | 543 | $230,826.3 | $168,987.02 | -$61,839.28 | -26.79% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 4,972 | $1.59M | $1.55M | -$42,860.67 | -2.7% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 11,898 | $4.04M | $3.7M | -$335,957.84 | -8.32% |
| EW Enzi Wealth Enzi Wealth | 3,700 | $972,348.71 | $1.15M | $179,128.25 | 18.42% |
| WB William Bromley Innova Wealth Partners | 565 | $228,399 | $175,833.64 | -$52,565.36 | -23.01% |
Robert Tutela Essex LLC | 3,448 | $1.04M | $1.07M | $35,331.74 | 3.4% |
Troy Winegarner Strong Tower Advisory Services | 33,513 | $9.09M | $10.43M | $1.34M | 14.77% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 645 | $187,089.88 | $211,243.96 | $24,154.08 | 12.91% |
Brian Baylis Bell Investment Advisors Inc. | 1,135 | $300,576.88 | $372,938.29 | $72,361.41 | 24.07% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 120,357 | $50.54M | $37.46M | -$13.08M | -25.89% |
| GD Go Deguchi Iyo Bank Ltd. | 1,147 | $515,828.84 | $375,653.98 | -$140,174.86 | -27.17% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,768 | $1.11M | $921,218.08 | -$193,125.75 | -17.33% |