| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 345 | $58,532.7 | $53,626.8 | -$4,905.9 | -8.38% |
Jodi Greenlund Financial Council LLC | 18,474 | $1.19M | $2.87M | $1.68M | 140.49% |
Eddie Wilcox Rollins Financial Advisors LLC | 2,874 | $359,626.19 | $446,734.56 | $87,108.37 | 24.22% |
Christina Forster Pazienza Guardian Partners Inc. | 265 | $36,231 | $41,191.6 | $4,960.6 | 13.69% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 20,091 | $1.61M | $3.12M | $1.52M | 94.39% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 11,136 | $1.2M | $1.78M | $578,515.2 | 48.19% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 19,464 | $2.25M | $3.03M | $775,502.21 | 34.47% |
| EW Enzi Wealth Enzi Wealth | 73,480 | $6.42M | $11.42M | $5M | 77.91% |
| WB William Bromley Innova Wealth Partners | 9,573 | $1.05M | $1.49M | $439,846.17 | 41.96% |
Robert Tutela Essex LLC | 13,792 | $933,888.18 | $2.14M | $1.21M | 129.56% |
Troy Winegarner Strong Tower Advisory Services | 70,113 | $5.88M | $10.9M | $5.02M | 85.48% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 5,716 | $633,424.28 | $913,131 | $279,706.72 | 44.16% |
Brian Baylis Bell Investment Advisors Inc. | 8,178 | $1.11M | $1.25M | $146,534.56 | 13.26% |
Kalon Hoard Holland Advisory Services Inc. | 4,945 | $580,303.93 | $768,650.8 | $188,346.87 | 32.46% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,373 | $264,859.21 | $379,181.67 | $114,322.46 | 43.16% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 766,845 | $66.96M | $122.5M | $55.54M | 82.94% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2,732 | $168,077.44 | $424,662.08 | $256,584.64 | 152.66% |
Andrew Endelman Independent Wealth Network Inc. | 10,202 | $1.2M | $1.59M | $382,800.35 | 31.82% |
Larry Herold Herold Advisors Inc. | 65,330 | $5.72M | $10.15M | $4.43M | 77.4% |
Alexander Eichhorn Tanager Wealth Management LLP | 8,164 | $953,222.71 | $1.27M | $315,789.45 | 33.13% |