| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 2,466 | $599,992.83 | $721,157.04 | $121,164.21 | 20.19% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 34 | $6,787.67 | $9,956.73 | $3,169.06 | 46.69% |
Allyson Mickool Florida Financial Advisors LLC | 6,803 | $2.13M | $1.99M | -$136,070.66 | -6.39% |
Grant Reeves CVFG LLC | 1,227 | $283,377.95 | $357,670.5 | $74,292.55 | 26.22% |
| CAL Caxton Associates LLP Caxton Associates LLP | 1,256 | $369,138.62 | $367,737.96 | -$1,400.66 | -0.38% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 98 | $27,797.02 | $28,712.53 | $915.51 | 3.29% |
Bradley Wilson Crews Bank & Trust | 576 | $130,487.04 | $169,050.24 | $38,563.2 | 29.55% |
SummitTX Capital LP SummitTX Capital LP | 2,557 | $594,783.77 | $747,896.93 | $153,113.16 | 25.74% |
| AC Andrew Carter Panoramic Capital Partners LLC | 752 | $138,447.08 | $219,907.36 | $81,460.28 | 58.84% |
| AFI Atala Financial Inc. Atala Financial Inc. | 918 | $169,898.76 | $271,305.73 | $101,406.97 | 59.69% |
Samira Kadam Synergy Investment Management LLC | 1,279 | $290,903.71 | $374,350.51 | $83,446.8 | 28.69% |
| SLB Susan L. Bloom Kentucky Trust Co | 108 | $25,159.04 | $31,918.32 | $6,759.28 | 26.87% |
| JS Joseph Shenton Permanent Capital Management LP | 715 | $224,760 | $211,082.3 | -$13,677.7 | -6.09% |
| BM Berkeley Meredith Hughes Financial Services LLC | 37 | $8,664.73 | $10,934.98 | $2,270.25 | 26.2% |
| JA Joshua Angell Poinciana Advisors Group LLC | 953 | $180,965.17 | $281,154.06 | $100,188.89 | 55.36% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 61 | $13,818.94 | $17,859.58 | $4,040.64 | 29.24% |
| TW Travis Weitz Unified Investment Management | 2,264 | $514,588.92 | $659,956 | $145,367.08 | 28.25% |
| PAM PCG Asset Management LLC PCG Asset Management LLC | 1,547 | $346,778.28 | $455,065.52 | $108,287.24 | 31.23% |
| JA Jonathan Ameen Impact Capital Partners LLC | 939 | $213,145.96 | $275,371.14 | $62,225.18 | 29.19% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 26 | $6,305.54 | $7,684.04 | $1,378.5 | 21.86% |