| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WCM Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 13,347 | $132,878.96 | $296,436.87 | $163,557.91 | 123.09% |
| CS Carol Somoano Asset Planning Inc. | 1,793 | $38,347.26 | $39,822.53 | $1,475.27 | 3.85% |
| RFG REAP Financial Group LLC REAP Financial Group LLC | 422 | $5,536.39 | $9,372.62 | $3,836.23 | 69.29% |
| LD Lyn Dippel Curio Wealth LLC | 201 | $4,807.92 | $4,464.21 | -$343.71 | -7.15% |
| VAL VestGen Advisors LLC VestGen Advisors LLC | 41,890 | $488,921.09 | $930,376.9 | $441,455.81 | 90.29% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,879 | $28,787.8 | $63,942.59 | $35,154.79 | 122.12% |
| CAL Caxton Associates LLP Caxton Associates LLP | 133,474 | $1.69M | $2.96M | $1.27M | 74.96% |
| EA Elizabeth Arce Sovran Advisors LLC | 25,448 | $248,794.59 | $565,200.08 | $316,405.49 | 127.17% |
| EJK Edward J. King Graney & King LLC | 7,678 | $187,406.36 | $170,528.38 | -$16,877.98 | -9.01% |
| BW Bradley Wilson Crews Bank & Trust | 3,470 | $34,756.98 | $77,068.7 | $42,311.72 | 121.74% |
| PW Potentia Wealth Potentia Wealth | 13,288 | $131,554.37 | $295,126.48 | $163,572.11 | 124.34% |
| SCL SummitTX Capital LP SummitTX Capital LP | 54,644 | $1.15M | $1.21M | $66,119.24 | 5.76% |
| RN Ron New Whipplewood Advisors LLC | 295 | $6,195 | $6,551.95 | $356.95 | 5.76% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 12,992 | $130,682.2 | $288,552.32 | $157,870.12 | 120.8% |
| SK Samira Kadam Synergy Investment Management LLC | 281 | $5,901 | $6,241.01 | $340.01 | 5.76% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 11,699 | $153,491 | $259,834.79 | $106,343.79 | 69.28% |
| HL Heather LeVar Roxbury Financial LLC | 117 | $2,853.41 | $2,598.57 | -$254.84 | -8.93% |
| TM Thomas Morgan Corps Capital Advisors LLC | 14,261 | $141,184 | $316,736.81 | $175,552.81 | 124.34% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 100 | $990 | $2,221 | $1,231 | 124.34% |
| CW Chung Wu Chung Wu Investment Group LLC | 300 | $3,255 | $6,663 | $3,408 | 104.7% |