| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Slavik Newbridge Financial Services Group Inc. | 770 | $144,183.44 | $212,319.79 | $68,136.35 | 47.26% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,089 | $612,594.27 | $851,760.83 | $239,166.56 | 39.04% |
Adam J. Peck Riverwater Partners LLC | 2,532 | $456,274.35 | $698,173.65 | $241,899.3 | 53.02% |
| EJL Emery J. Levick US Asset Management LLC | 5,805 | $1.11M | $1.6M | $487,988.78 | 43.86% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,215 | $398,935.35 | $610,764.08 | $211,828.73 | 53.1% |
Sima Elimelech Activest Wealth Management | 83 | $16,113.62 | $22,886.42 | $6,772.8 | 42.03% |
Jodi Greenlund Financial Council LLC | 1,179 | $216,617.67 | $325,097.45 | $108,479.78 | 50.08% |
Christina Forster Pazienza Guardian Partners Inc. | 43,202 | $8.22M | $11.91M | $3.69M | 44.85% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,121 | $577,439.64 | $860,584.51 | $283,144.87 | 49.03% |
| EW Enzi Wealth Enzi Wealth | 691 | $205,966.37 | $190,536.33 | -$15,430.04 | -7.49% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 4,456 | $736,716.24 | $1.23M | $491,981.16 | 66.78% |
Brian Baylis Bell Investment Advisors Inc. | 318 | $68,888.12 | $90,973.44 | $22,085.32 | 32.06% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 369,538 | $71.47M | $101.9M | $30.43M | 42.58% |
| GD Go Deguchi Iyo Bank Ltd. | 32,170 | $5.56M | $8.87M | $3.31M | 59.53% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 236,021 | $43.83M | $65.08M | $21.25M | 48.49% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 627 | $118,389.89 | $172,888.97 | $54,499.08 | 46.03% |
Andrew Endelman Independent Wealth Network Inc. | 1,092 | $212,000.88 | $301,108.07 | $89,107.19 | 42.03% |
Adam Sappern Mbb Public Markets I LLC | 1,362 | $244,751.4 | $375,557.87 | $130,806.47 | 53.44% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,065 | $317,444.56 | $293,663.09 | -$23,781.47 | -7.49% |
| JB John Brim Smith Group Asset Management LLC | 1,669 | $313,524.56 | $460,210.04 | $146,685.48 | 46.79% |