| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 108,655 | $3.24M | $3.78M | $543,392.58 | 16.79% |
| AC Andrew Carter Panoramic Capital Partners LLC | 502,212 | $17.7M | $17.97M | $271,194.38 | 1.53% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 6,047 | $213,102 | $210,375.13 | -$2,726.87 | -1.28% |
Samira Kadam Synergy Investment Management LLC | 2,500 | $84,782 | $89,750 | $4,968 | 5.86% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 99,858 | $3.13M | $3.58M | $452,590.1 | 14.45% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 18,455 | $567,823.56 | $659,581.7 | $91,758.14 | 16.16% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 52,215 | $1.52M | $1.82M | $300,846.72 | 19.85% |
| RFL Rossby Financial LLC Rossby Financial LLC | 247 | $7,684.06 | $8,593.13 | $909.07 | 11.83% |
Ameriflex Group Inc. Ameriflex Group Inc. | 839 | $29,155.61 | $30,120.1 | $964.49 | 3.31% |
| ECC Elizabeth C. Carr CLG LLC | 29,679 | $917,685.23 | $1.03M | $114,847.18 | 12.51% |