| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Westmount Partners LLC Westmount Partners LLC | 7,531 | $2.18M | $2.87M | $683,876.2 | 31.31% |
| EJK Edward J. King Graney & King LLC | 895 | $323,403.73 | $340,851.8 | $17,448.07 | 5.4% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 671 | $220,809.59 | $255,543.64 | $34,734.05 | 15.73% |
| JB Jeff Burrow Sierra Ocean LLC | 1,045 | $416,068.21 | $397,977.8 | -$18,090.41 | -4.35% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 1,578 | $633,387.06 | $600,965.52 | -$32,421.54 | -5.12% |
| PB Paul Barry Stark Wealth Management LLC | 1,196 | $483,212.11 | $455,484.64 | -$27,727.47 | -5.74% |
| MP Megan Parrish Berkeley Inc. | 725 | $326,047 | $276,109 | -$49,938 | -15.32% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 2,019 | $764,629.21 | $768,915.96 | $4,286.75 | 0.56% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 2,072 | $796,427.97 | $789,100.48 | -$7,327.49 | -0.92% |
| JS Jeffrey Socha Entrewealth LLC | 1,167 | $515,688.32 | $444,440.28 | -$71,248.04 | -13.82% |
| MP Marcus Pimentel SLT Holdings LLC | 6,324 | $2.14M | $2.41M | $264,234.99 | 12.32% |
Bradley Wilson Crews Bank & Trust | 570 | $215,593.29 | $217,078.8 | $1,485.51 | 0.69% |
| PW Potentia Wealth Potentia Wealth | 3,252 | $1.3M | $1.24M | -$61,531.19 | -4.73% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 1,500 | $521,045.06 | $571,260 | $50,214.94 | 9.64% |
Camaron Barta BXM Wealth LLC | 1,466 | $659,289.52 | $558,311.44 | -$100,978.08 | -15.32% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 634 | $138,934.01 | $241,452.56 | $102,518.55 | 73.79% |
| RN Ron New Whipplewood Advisors LLC | 10,399 | $4.2M | $3.96M | -$235,352.49 | -5.61% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 981 | $392,063.15 | $373,604.04 | -$18,459.11 | -4.71% |
| JB Joshalyn Baca TigerOak Management LLC | 1,327 | $533,568.71 | $505,374.68 | -$28,194.03 | -5.28% |
| BFL Baring Financial LLC Baring Financial LLC | 4,168 | $1.68M | $1.59M | -$89,055.61 | -5.31% |