| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 43,759 | $1.09M | $1.29M | $196,628.74 | 18.01% |
Westmount Partners LLC Westmount Partners LLC | 105,342 | $2.28M | $3.1M | $817,732.42 | 35.81% |
| EJK Edward J. King Graney & King LLC | 161 | $3,743.94 | $4,912.91 | $1,168.97 | 31.22% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 4.06M | $95.83M | $119.47M | $23.64M | 24.66% |
| MP Megan Parrish Berkeley Inc. | 154,416 | $2.64M | $4.55M | $1.9M | 72.04% |
| JS Jeffrey Socha Entrewealth LLC | 33,277 | $906,582.15 | $1.02M | $113,025.13 | 12.47% |
| MP Marcus Pimentel SLT Holdings LLC | 22,294 | $587,223.8 | $656,335.36 | $69,111.56 | 11.77% |
Bradley Wilson Crews Bank & Trust | 5,712 | $146,639.97 | $168,161.28 | $21,521.31 | 14.68% |
Camaron Barta BXM Wealth LLC | 14,975 | $440,714 | $440,864 | $150 | 0.03% |
| RN Ron New Whipplewood Advisors LLC | 550 | $14,102.03 | $16,192 | $2,089.97 | 14.82% |
May Barnhard Investments LLC May Barnhard Investments LLC | 520,828 | $9.88M | $15.33M | $5.45M | 55.18% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 9,179 | $224,326.11 | $270,229.76 | $45,903.65 | 20.46% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 28,776 | $846,878 | $847,165.44 | $287.44 | 0.03% |
| SC Stacey Cole Haven Private LLC | 8,935 | $207,147.89 | $263,046.4 | $55,898.51 | 26.98% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 45,166 | $1.05M | $1.33M | $280,952.49 | 26.79% |
| CM Chelsea Michels Michels Family Financial LLC | 43,417 | $1.01M | $1.33M | $323,229.46 | 32.1% |
Samira Kadam Synergy Investment Management LLC | 2,166 | $58,838.66 | $66,366.24 | $7,527.58 | 12.79% |
| SIM Sims Investment Management LLC Sims Investment Management LLC | 3.35M | $77.61M | $98.62M | $21.01M | 27.08% |
| DC David Cantor LongView Asset Management LLC | 8,105 | $218,097 | $238,611.2 | $20,514.2 | 9.41% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 1,127 | $26,116 | $33,178.88 | $7,062.88 | 27.04% |