| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 259,990 | $6.52M | $10.12M | $3.59M | 55.1% |
Ameriflex Group Inc. Ameriflex Group Inc. | 100 | $4,505 | $4,207 | -$298 | -6.61% |
David R. Hess Wealth Management Associates Inc. | 9,473 | $308,479.3 | $368,689.16 | $60,209.86 | 19.52% |
| TFI Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 12,750 | $526,692.03 | $532,312.5 | $5,620.47 | 1.07% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 500 | $22,600 | $19,460 | -$3,140 | -13.89% |
| AIG Abbington Investment Group Abbington Investment Group | 13,405 | $498,531 | $521,722.6 | $23,191.6 | 4.65% |