| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 972 | $42,723.85 | $50,952.24 | $8,228.39 | 19.26% |
| AM Allyson Mickool Florida Financial Advisors LLC | 28,801 | $1.29M | $1.51M | $216,002.94 | 16.7% |
| SA Scott Arwin Ring Mountain Capital LLC | 6,700 | $294,460.06 | $351,214 | $56,753.94 | 19.27% |
| EA Elizabeth Arce Sovran Advisors LLC | 10,887 | $489,611.36 | $570,696.54 | $81,085.18 | 16.56% |
| WPL Westmount Partners LLC Westmount Partners LLC | 19,782 | $668,675.06 | $1.04M | $368,297.38 | 55.08% |
| EJK Edward J. King Graney & King LLC | 567 | $24,920 | $29,722.14 | $4,802.14 | 19.27% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 99,702 | $3.1M | $5.23M | $2.12M | 68.36% |
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 428 | $19,567.81 | $22,435.76 | $2,867.95 | 14.66% |
| BW Bradley Wilson Crews Bank & Trust | 15,260 | $670,677.27 | $799,929.2 | $129,251.93 | 19.27% |
| PW Potentia Wealth Potentia Wealth | 3,644 | $200,420 | $191,018.48 | -$9,401.52 | -4.69% |
| RN Ron New Whipplewood Advisors LLC | 977 | $47,935.24 | $51,214.34 | $3,279.1 | 6.84% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 9,615 | $434,479.52 | $504,018.3 | $69,538.78 | 16% |
| CAL Cache Advisors LLC Cache Advisors LLC | 8,436 | $422,842.89 | $442,215.12 | $19,372.23 | 4.58% |
| TM Terry McHugh McHugh Group LLC | 11,949 | $526,883.16 | $626,366.58 | $99,483.42 | 18.88% |
| PBS P. Brian Saxton Saiph Capital LLC | 131,598 | $1.21M | $6.9M | $5.68M | 467.96% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 222,952 | $9.99M | $11.69M | $1.7M | 17.05% |
| FHL Financial Harvest LLC Financial Harvest LLC | 5,050 | $239,856.6 | $264,721 | $24,864.4 | 10.37% |
| AC Andrew Carter Panoramic Capital Partners LLC | 4,618 | $226,733.23 | $242,075.56 | $15,342.33 | 6.77% |
| MM Michael McCracken MFG Wealth Management Inc. | 27,306 | $1.2M | $1.43M | $229,451.27 | 19.09% |
| GHI George Hall II One8Zero8 LLC | 54,733 | $2.41M | $2.87M | $456,989.82 | 18.95% |