| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 3,000 | $320,686.3 | $348,480 | $27,793.7 | 8.67% |
Jodi Greenlund Financial Council LLC | 2,253 | $220,472.58 | $266,360.92 | $45,888.34 | 20.81% |
Eddie Wilcox Rollins Financial Advisors LLC | 6,158 | $456,007.54 | $729,168.78 | $273,161.24 | 59.9% |
Christina Forster Pazienza Guardian Partners Inc. | 91,518 | $8.4M | $10.86M | $2.46M | 29.3% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 23,991 | $1.44M | $2.84M | $1.4M | 97.03% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 151,889 | $7.19M | $18.04M | $10.85M | 151.03% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 11,783 | $987,188.81 | $1.4M | $411,924.61 | 41.73% |
| WB William Bromley Innova Wealth Partners | 4,220 | $389,284.33 | $499,690.2 | $110,405.87 | 28.36% |
Robert Tutela Essex LLC | 5,701 | $588,517.52 | $676,993.75 | $88,476.23 | 15.03% |
Troy Winegarner Strong Tower Advisory Services | 35,882 | $2.37M | $4.24M | $1.87M | 78.95% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 5,920 | $528,114.13 | $702,001.89 | $173,887.76 | 32.93% |
Brian Baylis Bell Investment Advisors Inc. | 1,320 | $102,425.59 | $155,588.4 | $53,162.81 | 51.9% |
Kalon Hoard Holland Advisory Services Inc. | 6,866 | $362,494.22 | $815,371.83 | $452,877.61 | 124.93% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 384,398 | $35.72M | $45.61M | $9.89M | 27.68% |
| GD Go Deguchi Iyo Bank Ltd. | 96,073 | $6.02M | $11.4M | $5.38M | 89.41% |
| KC Kasey Cook Maripau Wealth Management LLC | 10,523 | $802,212.1 | $1.25M | $442,869.26 | 55.21% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 62,399 | $4.78M | $7.37M | $2.59M | 54.17% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2.04M | $172.97M | $240.19M | $67.22M | 38.86% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 14,386 | $1.18M | $1.67M | $489,471.6 | 41.42% |
Andrew Endelman Independent Wealth Network Inc. | 4,659 | $364,449.97 | $552,883.53 | $188,433.56 | 51.7% |