| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Erik Roemer GERBER, LLC | 1.33M | $38M | $37.82M | -$180,508.95 | -0.48% |
David Levy Diversified Enterprises LLC | 1.9M | $52.38M | $53.97M | $1.58M | 3.02% |
| AJP Andrew J. Pulsfort Wealth Advisory Team LLC | 429,155 | $12.33M | $12.2M | -$133,199.96 | -1.08% |
Code Waechter LLC Code Waechter LLC | 137,928 | $3.88M | $3.92M | $37,320.18 | 0.96% |
Doug Robinson Lord & Richards Wealth Management LLC | 298,491 | $8.28M | $8.48M | $204,054.78 | 2.46% |
Stephen A. Greco Pandora Wealth Inc. | 373,268 | $10.33M | $10.61M | $278,383.86 | 2.69% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 325,072 | $8.99M | $9.24M | $252,613.55 | 2.81% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 144,002 | $3.95M | $4.16M | $218,509.6 | 5.54% |