| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 74,753 | $7.97M | $8.84M | $876,105.16 | 10.99% |
Westmount Partners LLC Westmount Partners LLC | 12,819 | $799,001.41 | $1.52M | $717,742.67 | 89.83% |
| EJK Edward J. King Graney & King LLC | 32 | $3,412 | $3,987.84 | $575.84 | 16.88% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 2,042 | $235,696.62 | $241,609.44 | $5,912.82 | 2.51% |
| MP Megan Parrish Berkeley Inc. | 3,382 | $204,235.87 | $400,158.24 | $195,922.37 | 95.93% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 2,149 | $215,748.85 | $254,269.68 | $38,520.83 | 17.85% |
Bradley Wilson Crews Bank & Trust | 1,172 | $117,662.94 | $138,671.04 | $21,008.1 | 17.85% |
| PW Potentia Wealth Potentia Wealth | 78,024 | $7.96M | $9.71M | $1.75M | 21.98% |
Camaron Barta BXM Wealth LLC | 4,664 | $472,183.58 | $551,844.48 | $79,660.9 | 16.87% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 8,433 | $846,490.98 | $997,792.56 | $151,301.58 | 17.87% |
| JB Joshalyn Baca TigerOak Management LLC | 3,616 | $363,028.32 | $448,998.72 | $85,970.4 | 23.68% |
| BFL Baring Financial LLC Baring Financial LLC | 6,394 | $662,984.8 | $756,538.08 | $93,553.28 | 14.11% |
Cache Advisors LLC Cache Advisors LLC | 6,636 | $777,095.51 | $785,171.52 | $8,076.01 | 1.04% |
| TM Terry McHugh McHugh Group LLC | 1,848 | $229,466 | $218,655.36 | -$10,810.64 | -4.71% |
| PBS P. Brian Saxton Saiph Capital LLC | 269,824 | $16.51M | $31.93M | $15.41M | 93.36% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 3,901 | $458,939.05 | $485,362.42 | $26,423.37 | 5.76% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 20,964 | $2.11M | $2.6M | $496,408.2 | 23.56% |
Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 16,944 | $1.73M | $2M | $278,038.29 | 16.1% |
George Hall II One8Zero8 LLC | 300 | $30,118.2 | $37,251 | $7,132.8 | 23.68% |
| WAM Wernau Asset Management Inc. Wernau Asset Management Inc. | 4,528 | $454,588.56 | $535,752.96 | $81,164.4 | 17.85% |