| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jamie Cahal Corient IA LLC | 3,220 | $302,937.6 | $468,381.2 | $165,443.6 | 54.61% |
Steven Albrecht Curat Global LLC | 708 | $66,608.78 | $102,918.42 | $36,309.64 | 54.51% |
Nicole Reese WPG Advisers LLC | 62 | $6,721.7 | $8,980.08 | $2,258.38 | 33.6% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 5 | $558.22 | $724.25 | $166.03 | 29.74% |
Adam Scott Argyle Capital Partners LLC | 5,303 | $504,156 | $768,086.52 | $263,930.52 | 52.35% |
| CTC Caldwell Trust Co Caldwell Trust Co | 334 | $25,268.09 | $48,430 | $23,161.91 | 91.66% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 9,600 | $812,003 | $1.4M | $585,181 | 72.07% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 2,188 | $289,941.13 | $316,537.96 | $26,596.83 | 9.17% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 410 | $51,650.53 | $59,450 | $7,799.47 | 15.1% |