| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 250 | $4,350.5 | $5,175 | $824.5 | 18.95% |
| BH Blake Harper Orchard Capital Management LLC | 134,983 | $2.22M | $2.79M | $570,099.78 | 25.63% |
| CAL CSM Advisors LLC CSM Advisors LLC | 323,525 | $5.38M | $6.7M | $1.31M | 24.38% |
| JC Joseph Castro Nuveen LLC | 81,399 | $1.09M | $1.68M | $597,468.74 | 54.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 300 | $4,623 | $6,210 | $1,587 | 34.33% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 83,307 | $1.68M | $1.72M | $48,046.18 | 2.87% |