| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 86 | $17,607.64 | $38,410.18 | $20,802.54 | 118.14% |
Allyson Mickool Florida Financial Advisors LLC | 12,484 | $6.71M | $5.58M | -$1.13M | -16.85% |
Lionel Daguzan Wormser Freres Gestion | 44 | $31,812 | $18,898.44 | -$12,913.56 | -40.59% |
| CAL Caxton Associates LLP Caxton Associates LLP | 12,959 | $6.92M | $5.45M | -$1.46M | -21.16% |
Scott Arwin Ring Mountain Capital LLC | 2,499 | $565,336.28 | $1.08M | $515,256.31 | 91.14% |
Elizabeth Arce Sovran Advisors LLC | 6,308 | $1.46M | $2.82M | $1.36M | 93.63% |
Westmount Partners LLC Westmount Partners LLC | 706 | $257,696 | $315,320.78 | $57,624.78 | 22.36% |
| RL Rajendra Lachman Berbice Capital Management LLC | 1,140 | $193,192.82 | $487,931.4 | $294,738.58 | 152.56% |
| JB Jeff Burrow Sierra Ocean LLC | 445 | $321,690 | $190,905 | -$130,785 | -40.66% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 17 | $3,096.74 | $7,592.71 | $4,495.97 | 145.18% |
Bradley Wilson Crews Bank & Trust | 171 | $27,810 | $76,373.73 | $48,563.73 | 174.63% |
| PW Potentia Wealth Potentia Wealth | 4,289 | $697,521.36 | $1.85M | $1.15M | 164.53% |
SummitTX Capital LP SummitTX Capital LP | 59,729 | $12.51M | $25.1M | $12.59M | 100.68% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 3,467 | $1.18M | $1.48M | $298,751.39 | 25.21% |
Camaron Barta BXM Wealth LLC | 789 | $570,224 | $366,285.35 | -$203,938.65 | -35.76% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 1,913 | $447,442.71 | $818,687.48 | $371,244.77 | 82.97% |
| RN Ron New Whipplewood Advisors LLC | 419 | $261,340.59 | $187,137.97 | -$74,202.62 | -28.39% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 348 | $251,303 | $155,427.24 | -$95,875.76 | -38.15% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 800 | $121,158.71 | $340,411.28 | $219,252.57 | 180.96% |
Cache Advisors LLC Cache Advisors LLC | 17,867 | $7.73M | $7.98M | $253,033.21 | 3.27% |