| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 4,063 | $276,918.75 | $297,127.19 | $20,208.44 | 7.3% |
Westmount Partners LLC Westmount Partners LLC | 8,093 | $373,238.72 | $591,841.09 | $218,602.37 | 58.57% |
| EJK Edward J. King Graney & King LLC | 405 | $21,438.37 | $29,617.65 | $8,179.28 | 38.15% |
| RL Rajendra Lachman Berbice Capital Management LLC | 300 | $20,202 | $22,152 | $1,950 | 9.65% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 34,539 | $1.45M | $2.55M | $1.1M | 76.07% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 50 | $3,598 | $3,656.5 | $58.5 | 1.63% |
Bradley Wilson Crews Bank & Trust | 3,771 | $216,092.35 | $275,773.23 | $59,680.88 | 27.62% |
Camaron Barta BXM Wealth LLC | 4,218 | $303,485 | $301,840.08 | -$1,644.92 | -0.54% |
| RN Ron New Whipplewood Advisors LLC | 221 | $14,583.78 | $16,161.73 | $1,577.95 | 10.82% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 11,185 | $585,316.81 | $800,398.6 | $215,081.79 | 36.75% |
| JB Joshalyn Baca TigerOak Management LLC | 15,328 | $857,707.41 | $1.12M | $263,612.43 | 30.73% |
| BFL Baring Financial LLC Baring Financial LLC | 3,185 | $229,157.77 | $235,164.47 | $6,006.7 | 2.62% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 9,024 | $649,277 | $645,757.44 | -$3,519.56 | -0.54% |
| LG Luc Gaudet Louisbourg Investments Inc. | 874 | $52,746.79 | $62,543.44 | $9,796.65 | 18.57% |
George Hall II One8Zero8 LLC | 31,504 | $1.67M | $2.3M | $635,918.32 | 38.13% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 14,392 | $862,491.71 | $1.03M | $167,399.81 | 19.41% |
| FLP Financial Life Planners Financial Life Planners | 370 | $24,423.05 | $27,058.1 | $2,635.05 | 10.79% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 11,721 | $614,109.45 | $861,845.13 | $247,735.68 | 40.34% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 14,264 | $832,019.71 | $1.05M | $221,804.61 | 26.66% |
| CM Chelsea Michels Michels Family Financial LLC | 18,592 | $978,388.03 | $1.36M | $381,709.73 | 39.01% |