| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 901 | $42,803.56 | $120,454.69 | $77,651.13 | 181.41% |
Allyson Mickool Florida Financial Advisors LLC | 18,296 | $2.57M | $2.45M | -$118,553.5 | -4.62% |
Grant Reeves CVFG LLC | 1,175 | $300,171 | $157,696.75 | -$142,474.25 | -47.46% |
| CAL Caxton Associates LLP Caxton Associates LLP | 7,894 | $2.02M | $1.05M | -$963,107.05 | -47.76% |
Scott Arwin Ring Mountain Capital LLC | 1,460 | $356,898.99 | $199,640.4 | -$157,258.59 | -44.06% |
Westmount Partners LLC Westmount Partners LLC | 1,592 | $216,412.93 | $213,964.8 | -$2,448.13 | -1.13% |
| EJK Edward J. King Graney & King LLC | 350 | $16,632 | $46,917.5 | $30,285.5 | 182.09% |
| RL Rajendra Lachman Berbice Capital Management LLC | 1,000 | $121,447 | $134,570 | $13,123 | 10.81% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 7,730 | $1.97M | $1.04M | -$932,392.6 | -47.22% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 1,295 | $330,782 | $175,524.3 | -$155,257.7 | -46.94% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 13 | $1,768 | $1,738.1 | -$29.9 | -1.69% |
| MP Marcus Pimentel SLT Holdings LLC | 1,530 | $235,253 | $211,797.88 | -$23,455.12 | -9.97% |
Bradley Wilson Crews Bank & Trust | 21,725 | $1.04M | $2.91M | $1.87M | 179.54% |
SummitTX Capital LP SummitTX Capital LP | 1,974 | $504,219 | $262,620.96 | -$241,598.04 | -47.92% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 23,555 | $1.76M | $3.17M | $1.41M | 79.91% |
| RN Ron New Whipplewood Advisors LLC | 200 | $27,194 | $26,760 | -$434 | -1.6% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 860 | $219,760 | $116,530 | -$103,230 | -46.97% |
| JB Joshalyn Baca TigerOak Management LLC | 2,634 | $216,067.02 | $353,061.36 | $136,994.34 | 63.4% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 20,804 | $1.05M | $2.8M | $1.75M | 166.29% |
| MM Michael McCracken MFG Wealth Management Inc. | 18,865 | $2.65M | $2.54M | -$103,248.55 | -3.9% |