| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 406 | $23,572 | $29,903.93 | $6,331.93 | 26.86% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 159,086 | $9.05M | $11.66M | $2.61M | 28.86% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,230 | $484,120.8 | $546,081.9 | $61,961.1 | 12.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 575 | $30,866 | $42,751.25 | $11,885.25 | 38.51% |
Candace Cavalier Congress Wealth Management LLC / DE / | 19,522 | $1.13M | $1.43M | $295,465.47 | 26.07% |
April Lamb Sovereign Investment Advisors LLC | 43,522 | $2.36M | $3.19M | $832,364.6 | 35.32% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,262 | $336,144.16 | $461,258.92 | $125,114.76 | 37.22% |
| MC mike Chen Byrne Asset Management LLC | 80 | $5,953.6 | $5,863.2 | -$90.4 | -1.52% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 7,000 | $394,420.5 | $511,420 | $116,999.5 | 29.66% |
William Jollie Quent Capital LLC | 1,075 | $59,520.35 | $81,194.75 | $21,674.4 | 36.42% |
Mark Fiskio Empirical Asset Management LLC | 27,084 | $1.63M | $1.99M | $360,758.88 | 22.09% |
James M. Perkins Quantum Private Wealth LLC | 2,982 | $199,674.72 | $217,745.64 | $18,070.92 | 9.05% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 218 | $9,660.44 | $15,961.96 | $6,301.52 | 65.23% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,171 | $206,024 | $232,307.46 | $26,283.46 | 12.76% |
Brian Dechow SWAN Capital LLC | 37 | $1,983 | $2,711.73 | $728.73 | 36.75% |
Daniel Guy Ethos Financial Group LLC | 4,142 | $240,484.72 | $303,028.72 | $62,544 | 26.01% |
Sheryl Stephens Stephens Consulting LLC | 100 | $5,806 | $7,316 | $1,510 | 26.01% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 9,094 | $527,997.64 | $663,680.12 | $135,682.48 | 25.7% |
| PIL PFG Investments LLC PFG Investments LLC | 5,951 | $280,023.28 | $435,791.73 | $155,768.45 | 55.63% |
Bradley Harsch Strategic Advocates LLC | 56 | $2,880.64 | $4,086.88 | $1,206.24 | 41.87% |