| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Pappas Cottonwood Capital Advisors LLC | 9,864 | $1.2M | $1.33M | $127,647.51 | 10.63% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 2,000 | $207,800 | $276,579.98 | $68,779.98 | 33.1% |
Candace Cavalier Congress Wealth Management LLC / DE / | 15,017 | $1.62M | $2.02M | $406,040.55 | 25.13% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 319 | $40,402.74 | $42,953.35 | $2,550.61 | 6.31% |
Nabeed Zaman Eagle Strategies LLC | 37,269 | $4.01M | $5.02M | $1M | 25% |
Michelle Wells Darrow Company Inc. | 2,054 | $213,410.6 | $276,571.08 | $63,160.48 | 29.6% |
David Mailloux WealthCare Investment Partners LLC | 21,485 | $2.43M | $2.94M | $513,928.71 | 21.19% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 5,582 | $638,495.79 | $751,616.24 | $113,120.45 | 17.72% |
Jay Richards Investment Advisory Group LLC | 2,817 | $219,376.35 | $385,506.45 | $166,130.1 | 75.73% |
Michael Hackman HFG Advisors Inc. | 6,981 | $570,117.39 | $955,419.66 | $385,302.27 | 67.58% |
Marc H. Stone Tyler-Stone Wealth Management | 5,070 | $478,199.2 | $682,675.45 | $204,476.25 | 42.76% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 3,034 | $264,707.15 | $408,528.07 | $143,820.92 | 54.33% |
Nichole Raftopoulos Nvest Financial LLC | 24,979 | $3.08M | $3.36M | $288,296.96 | 9.38% |
David T. Morgan High Net Worth Advisory Group LLC | 2,500 | $213,525 | $336,624.97 | $123,099.97 | 57.65% |
Mark Fiskio Empirical Asset Management LLC | 6,105 | $609,506.41 | $835,286.16 | $225,779.75 | 37.04% |
Timothy Low Forte Asset Management LLC | 7,447 | $956,929.67 | $1M | $45,808.81 | 4.79% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,306 | $729,237.56 | $862,786.98 | $133,549.42 | 18.31% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 185 | $21,831.37 | $24,910.25 | $3,078.88 | 14.1% |
Amna Ali Khan GDS Wealth Management | 5,187 | $426,358.79 | $714,457.38 | $288,098.59 | 67.57% |
Lukas Lindgren Abound Wealth Management | 170 | $20,981.26 | $22,890.5 | $1,909.24 | 9.1% |