| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bayforest Capital Ltd. Bayforest Capital Ltd. | 58 | $7,854.93 | $15,862.71 | $8,007.78 | 101.95% |
Carol Somoano Asset Planning Inc. | 200 | $23,342 | $51,458 | $28,116 | 120.45% |
VestGen Advisors LLC VestGen Advisors LLC | 2,448 | $365,541.95 | $672,245.28 | $306,703.33 | 83.9% |
Mark T. Williams InvesTrust | 16,608 | $1.94M | $4.27M | $2.33M | 120.18% |
Grant Reeves CVFG LLC | 941 | $209,558 | $258,408.01 | $48,850.01 | 23.31% |
| CAL Caxton Associates LLP Caxton Associates LLP | 2,144 | $477,576 | $576,543.04 | $98,967.04 | 20.72% |
Elizabeth Arce Sovran Advisors LLC | 1,089 | $177,626.79 | $280,188.82 | $102,562.03 | 57.74% |
Westmount Partners LLC Westmount Partners LLC | 2,223 | $288,046.8 | $571,955.69 | $283,908.89 | 98.56% |
| EJK Edward J. King Graney & King LLC | 23 | $2,684 | $6,269.11 | $3,585.11 | 133.57% |
Bradley Wilson Crews Bank & Trust | 217 | $30,198.28 | $55,831.93 | $25,633.65 | 84.88% |
SummitTX Capital LP SummitTX Capital LP | 22,792 | $3.69M | $6.13M | $2.44M | 66.12% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 3,905 | $581,017.7 | $1M | $423,699.79 | 72.92% |
| RN Ron New Whipplewood Advisors LLC | 11 | $1,860 | $2,830.19 | $970.19 | 52.16% |
| JB Joshalyn Baca TigerOak Management LLC | 1,455 | $250,975.98 | $399,557.55 | $148,581.57 | 59.2% |
| JW Jeffrey Waters OFC Financial Planning LLC | 7,526 | $878,342 | $2.06M | $1.18M | 134.34% |
| FLP Financial Life Planners Financial Life Planners | 76 | $12,980.68 | $19,554.04 | $6,573.36 | 50.64% |
Samira Kadam Synergy Investment Management LLC | 215 | $40,037.5 | $57,815.65 | $17,778.15 | 44.4% |
| JS Joseph Shenton Permanent Capital Management LP | 1,425 | $262,870.87 | $387,329.25 | $124,458.38 | 47.35% |
| BM Berkeley Meredith Hughes Financial Services LLC | 22 | $3,999.52 | $5,660.38 | $1,660.86 | 41.53% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 62 | $7,236 | $15,951.98 | $8,715.98 | 120.45% |