| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Eddie Wilcox Rollins Financial Advisors LLC | 82,733 | $1.59M | $1.68M | $91,757.5 | 5.77% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 34,540 | $432,611.45 | $701,852.8 | $269,241.35 | 62.24% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 77,990 | $1.41M | $1.58M | $177,401.49 | 12.61% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 42,277 | $803,695.73 | $859,068.64 | $55,372.91 | 6.89% |
Andrew Endelman Independent Wealth Network Inc. | 58,808 | $991,580.92 | $1.19M | $203,397.64 | 20.51% |
Larry Herold Herold Advisors Inc. | 13,320 | $152,996.48 | $270,662.4 | $117,665.92 | 76.91% |
| DC Donie Carlson DMC Group LLC | 30,000 | $514,800 | $609,600 | $94,800 | 18.41% |
Bobby Adusumilli SJS Investment Consulting Inc. | 6,983 | $112,077.15 | $141,894.56 | $29,817.41 | 26.6% |
Lindsay Voak Greenland Capital Management LP | 65,000 | $1.25M | $1.32M | $66,300 | 5.28% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 26,071 | $481,513.38 | $529,762.72 | $48,249.34 | 10.02% |
| SCM Spring Capital Management LLC Spring Capital Management LLC | 29,000 | $568,110 | $589,280 | $21,170 | 3.73% |
Matthew Liebman Amplius Wealth Advisors LLC | 23,886 | $326,705.32 | $485,363.52 | $158,658.2 | 48.56% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 16,176 | $277,580.16 | $328,696.32 | $51,116.16 | 18.41% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 338,209 | $5.39M | $6.87M | $1.48M | 27.54% |
| PMM Patrick M. Markey Northcape Wealth Management LLC | 12,400 | $230,085 | $251,968 | $21,883 | 9.51% |
| HPL Highlander Partners LP Highlander Partners LP | 17,080 | $268,668.4 | $347,065.6 | $78,397.2 | 29.18% |
| HC Harry Cowley Stonegate Investment Group LLC | 44,560 | $581,943.4 | $905,459.2 | $323,515.8 | 55.59% |
| DC Dominic Corabi Wedmont Private Capital | 14,142 | $215,299.38 | $287,365.44 | $72,066.06 | 33.47% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 16,000 | $131,680 | $325,120 | $193,440 | 146.9% |
Candace Cavalier Congress Wealth Management LLC / DE / | 40,778 | $757,275.96 | $828,608.96 | $71,333 | 9.42% |