| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1.08M | $30.14M | $30.89M | $744,739.11 | 2.47% |
Erik Roemer GERBER, LLC | 1.28M | $36.62M | $36.77M | $149,558 | 0.41% |
David Levy Diversified Enterprises LLC | 1.83M | $50.46M | $52.39M | $1.94M | 3.84% |
| AJP Andrew J. Pulsfort Wealth Advisory Team LLC | 413,104 | $11.87M | $11.81M | -$53,544.01 | -0.45% |
Code Waechter LLC Code Waechter LLC | 126,071 | $3.54M | $3.61M | $63,925.77 | 1.8% |
Doug Robinson Lord & Richards Wealth Management LLC | 286,935 | $7.95M | $8.19M | $246,604.09 | 3.1% |
Stephen A. Greco Pandora Wealth Inc. | 373,268 | $10.33M | $10.66M | $328,775.04 | 3.18% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 301,634 | $8.31M | $8.61M | $302,576.63 | 3.64% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 425,551 | $11.66M | $12.14M | $481,896.8 | 4.13% |