| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 2,000 | $135,594 | $243,180 | $107,586 | 79.34% |
Sima Elimelech Activest Wealth Management | 2,722 | $250,476.02 | $334,397.7 | $83,921.68 | 33.5% |
Jodi Greenlund Financial Council LLC | 8,192 | $410,910.72 | $1M | $590,888.96 | 143.8% |
Eddie Wilcox Rollins Financial Advisors LLC | 4,632 | $409,830.48 | $585,855.36 | $176,024.88 | 42.95% |
Robert Tutela Essex LLC | 2,616 | $233,852.32 | $330,871.68 | $97,019.36 | 41.49% |
Brian Baylis Bell Investment Advisors Inc. | 468 | $37,197.56 | $57,255.12 | $20,057.56 | 53.92% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 6,683 | $798,989 | $811,917.67 | $12,928.67 | 1.62% |
| KC Kasey Cook Maripau Wealth Management LLC | 18,840 | $1.61M | $2.38M | $775,455.28 | 48.24% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 5,309 | $520,984.48 | $649,503.06 | $128,518.58 | 24.67% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,216 | $52,293.92 | $149,385.6 | $97,091.68 | 185.67% |
Andrew Endelman Independent Wealth Network Inc. | 5,846 | $467,255.36 | $718,181.1 | $250,925.74 | 53.7% |
Larry Herold Herold Advisors Inc. | 3,844 | $254,190.08 | $486,189.12 | $231,999.04 | 91.27% |
Alexander Eichhorn Tanager Wealth Management LLP | 4,232 | $266,016.16 | $519,901.2 | $253,885.04 | 95.44% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 77,606 | $5.24M | $9.45M | $4.2M | 80.24% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 3,416 | $321,862.35 | $432,055.68 | $110,193.33 | 34.24% |
Janet Messer FRG Family Wealth Advisors LLC | 46,672 | $3.02M | $5.73M | $2.72M | 90.06% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5,251 | $457,272.96 | $642,407.34 | $185,134.38 | 40.49% |
David Spratt Badgley Phelps Wealth Managers LLC | 32,330 | $2.94M | $3.97M | $1.03M | 34.99% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 8,608 | $496,979.36 | $1.09M | $591,760.48 | 119.07% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 3,087 | $260,277.89 | $375,008.76 | $114,730.87 | 44.08% |