| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Smith Delos Wealth Advisors LLC | 13,473 | $832,361.94 | $1.06M | $230,994.58 | 27.75% |
Kevin B. Crawford JB Capital LLC | 68,743 | $4.34M | $5.42M | $1.09M | 25.04% |
Richard Slavik Newbridge Financial Services Group Inc. | 12,829 | $750,699.62 | $1M | $249,320.93 | 33.21% |
Kimberly Cappellano Private Wealth Asset Management LLC | 127 | $8,120.29 | $9,980.93 | $1,860.64 | 22.91% |
Eddie Wilcox Rollins Financial Advisors LLC | 12,571 | $871,075.62 | $993,800.4 | $122,724.78 | 14.09% |
Christina Forster Pazienza Guardian Partners Inc. | 4,000 | $245,489.02 | $315,260 | $69,770.98 | 28.42% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 3,646 | $212,975.76 | $286,703.21 | $73,727.45 | 34.62% |
Brian Baylis Bell Investment Advisors Inc. | 192 | $11,061.12 | $15,089.28 | $4,028.16 | 36.42% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 6,694 | $464,697.48 | $526,081.46 | $61,383.98 | 13.21% |
Larry Herold Herold Advisors Inc. | 12,348 | $709,356.65 | $974,071.98 | $264,715.33 | 37.32% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,470 | $104,959.8 | $115,527.3 | $10,567.5 | 10.07% |
| MR Michael Ryan Whelan Financial | 7,538 | $405,712.12 | $592,826.01 | $187,113.89 | 46.12% |
Nancy Williamson Helen Stephens Group LLC | 10,806 | $516,053.15 | $854,484.45 | $338,431.3 | 65.58% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 5,947 | $294,003.53 | $470,140.08 | $176,136.55 | 59.91% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,711 | $205,467 | $213,165.93 | $7,698.93 | 3.75% |
Bradley W. Clark Paladin Advisory Group LLC | 15,791 | $790,987.18 | $1.25M | $456,343.91 | 57.69% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,942 | $184,014.96 | $232,638.65 | $48,623.69 | 26.42% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 2,768 | $209,786.72 | $217,578.64 | $7,791.92 | 3.71% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 135,126 | $10.08M | $10.62M | $535,583.73 | 5.31% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 62,200 | $3.84M | $4.9M | $1.06M | 27.6% |