| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 650 | $82,316 | $82,439.5 | $123.5 | 0.15% |
Eddie Wilcox Rollins Financial Advisors LLC | 3,736 | $319,128.86 | $484,783.36 | $165,654.5 | 51.91% |
Robert Tutela Essex LLC | 13,244 | $1.23M | $1.72M | $484,823.19 | 39.28% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,807 | $915,761.63 | $1.39M | $472,937.87 | 51.64% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,090 | $264,769.4 | $265,074.7 | $305.3 | 0.12% |
Thomas Pappas Cottonwood Capital Advisors LLC | 9,864 | $1.2M | $1.27M | $65,603.05 | 5.46% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 2,000 | $207,800 | $257,210 | $49,410 | 23.78% |
Candace Cavalier Congress Wealth Management LLC / DE / | 15,058 | $1.62M | $1.93M | $310,530.72 | 19.16% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 319 | $40,402.74 | $41,481.16 | $1,078.42 | 2.67% |
Nabeed Zaman Eagle Strategies LLC | 37,269 | $4.01M | $4.81M | $796,490.43 | 19.84% |
Michelle Wells Darrow Company Inc. | 2,054 | $213,410.6 | $263,333.07 | $49,922.47 | 23.39% |
David Mailloux WealthCare Investment Partners LLC | 21,485 | $2.43M | $2.79M | $368,152.77 | 15.18% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 5,582 | $638,495.79 | $716,868.35 | $78,372.56 | 12.27% |
Jay Richards Investment Advisory Group LLC | 2,817 | $219,376.35 | $365,646.6 | $146,270.25 | 66.68% |
Michael Hackman HFG Advisors Inc. | 6,981 | $570,117.39 | $897,267.93 | $327,150.54 | 57.38% |
Marc H. Stone Tyler-Stone Wealth Management | 5,079 | $479,288.11 | $654,302.17 | $175,014.06 | 36.52% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 3,034 | $264,707.15 | $393,813.2 | $129,106.05 | 48.77% |
Nichole Raftopoulos Nvest Financial LLC | 24,979 | $3.08M | $3.24M | $165,775.21 | 5.39% |
David T. Morgan High Net Worth Advisory Group LLC | 2,500 | $213,525 | $323,400 | $109,875 | 51.46% |
Mark Fiskio Empirical Asset Management LLC | 6,105 | $609,506.41 | $784,461.97 | $174,955.56 | 28.7% |