| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 2,930 | $540,790.22 | $952,689.47 | $411,899.25 | 76.17% |
Allyson Mickool Florida Financial Advisors LLC | 10,314 | $4.07M | $3.91M | -$160,170.84 | -3.94% |
Grant Reeves CVFG LLC | 11,244 | $2.68M | $3.66M | $972,865.39 | 36.26% |
| CAL Caxton Associates LLP Caxton Associates LLP | 7,477 | $1.36M | $2.44M | $1.08M | 79.44% |
Scott Arwin Ring Mountain Capital LLC | 688 | $271,395 | $223,703.19 | -$47,691.81 | -17.57% |
| RL Rajendra Lachman Berbice Capital Management LLC | 4,400 | $347,846.01 | $1.16M | $808,870.03 | 232.54% |
Bradley Wilson Crews Bank & Trust | 800 | $75,784 | $210,312.01 | $134,528.01 | 177.52% |
| RN Ron New Whipplewood Advisors LLC | 33 | $7,860.89 | $8,675.37 | $814.48 | 10.36% |
| TM Terry McHugh McHugh Group LLC | 1,891 | $204,220.67 | $497,125.01 | $292,904.34 | 143.43% |
| PBS P. Brian Saxton Saiph Capital LLC | 849 | $334,905 | $223,193.62 | -$111,711.38 | -33.36% |
Citrine Capital LLC Citrine Capital LLC | 510 | $201,180 | $134,073.91 | -$67,106.09 | -33.36% |
| AFI Atala Financial Inc. Atala Financial Inc. | 2,719 | $264,744.5 | $714,797.94 | $450,053.44 | 170% |
Samira Kadam Synergy Investment Management LLC | 17 | $6,236.58 | $5,539.11 | -$697.47 | -11.18% |
| CWA CogentBlue Wealth Advisors LLC CogentBlue Wealth Advisors LLC | 666 | $262,717 | $175,084.75 | -$87,632.25 | -33.36% |
Scott Schroeder Longaeva Partners LP | 1,921 | $757,777 | $625,919.41 | -$131,857.59 | -17.4% |
| BM Berkeley Meredith Hughes Financial Services LLC | 29 | $3,808.18 | $7,623.81 | $3,815.63 | 100.2% |
| JA Joshua Angell Poinciana Advisors Group LLC | 876 | $208,672 | $230,291.65 | $21,619.65 | 10.36% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 39 | $9,139.33 | $12,680.85 | $3,541.52 | 38.75% |
| FG Fabian Guerra Guerra Advisors Inc. | 10 | $1,077 | $2,628.9 | $1,551.9 | 144.09% |
| BG Byron Gustus Cornerstone Select Advisors LLC | 4,225 | $1.23M | $1.39M | $154,932.15 | 12.58% |