| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 60,660 | $1.69M | $1.95M | $254,344.4 | 15.02% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 7,411 | $226,546.86 | $241,265.1 | $14,718.24 | 6.5% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 430 | $13,144.67 | $13,622.4 | $477.73 | 3.63% |
Kevin Zemann WealthPlan Investment Management LLC | 145,662 | $3.63M | $4.62M | $988,721.33 | 27.21% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 103 | $3,253.15 | $3,322.26 | $69.11 | 2.12% |
Rachel Faulk Cape Investment Advisory Inc. | 2,336 | $75,513.33 | $75,826.56 | $313.23 | 0.41% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 7,348 | $230,674 | $236,091.24 | $5,417.24 | 2.35% |
| PIL PFG Investments LLC PFG Investments LLC | 16,502 | $441,895.65 | $521,793.24 | $79,897.59 | 18.08% |
Alteri Wealth LLC Alteri Wealth LLC | 11,015 | $345,792 | $355,233.75 | $9,441.75 | 2.73% |
Rossby Financial LLC Rossby Financial LLC | 353 | $8,539.24 | $11,195.39 | $2,656.15 | 31.11% |