| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 979 | $43,089.8 | $60,649.05 | $17,559.25 | 40.75% |
Allyson Mickool Florida Financial Advisors LLC | 44,213 | $2.12M | $2.79M | $669,517.04 | 31.54% |
| CAL Caxton Associates LLP Caxton Associates LLP | 25,712 | $1.25M | $1.59M | $339,398.4 | 27.08% |
Scott Arwin Ring Mountain Capital LLC | 6,700 | $345,540.36 | $415,065 | $69,524.64 | 20.12% |
Elizabeth Arce Sovran Advisors LLC | 10,867 | $498,279.62 | $673,210.65 | $174,931.03 | 35.11% |
Westmount Partners LLC Westmount Partners LLC | 20,783 | $725,713.37 | $1.29M | $561,793.48 | 77.41% |
| EJK Edward J. King Graney & King LLC | 567 | $24,920 | $35,811.72 | $10,891.72 | 43.71% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 98,910 | $3.08M | $6.26M | $3.17M | 103% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 540 | $25,949.53 | $33,453 | $7,503.47 | 28.92% |
Bradley Wilson Crews Bank & Trust | 15,754 | $698,726.64 | $975,960.3 | $277,233.66 | 39.68% |
Camaron Barta BXM Wealth LLC | 5,090 | $290,040 | $315,325.5 | $25,285.5 | 8.72% |
| RN Ron New Whipplewood Advisors LLC | 317 | $15,453.83 | $19,638.15 | $4,184.32 | 27.08% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 7,438 | $339,600.14 | $460,784.1 | $121,183.96 | 35.68% |
| BFL Baring Financial LLC Baring Financial LLC | 4,362 | $213,618.26 | $270,225.9 | $56,607.64 | 26.5% |
Cache Advisors LLC Cache Advisors LLC | 8,436 | $422,842.89 | $522,610.2 | $99,767.31 | 23.59% |
| TM Terry McHugh McHugh Group LLC | 11,949 | $526,883.16 | $740,240.55 | $213,357.39 | 40.49% |
| PBS P. Brian Saxton Saiph Capital LLC | 134,048 | $5.73M | $8.3M | $2.57M | 44.88% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 222,952 | $9.99M | $13.81M | $3.83M | 38.33% |
| AC Andrew Carter Panoramic Capital Partners LLC | 4,574 | $224,566.99 | $288,893.84 | $64,326.85 | 28.64% |
| MM Michael McCracken MFG Wealth Management Inc. | 29,231 | $1.31M | $1.81M | $499,244.73 | 38.06% |