| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jefferson H. West Legacy Investment Solutions LLC | 24 | $3,038.26 | $3,556.56 | $518.3 | 17.06% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 5,525 | $1.02M | $818,749.75 | -$204,279.94 | -19.97% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 2,609 | $413,866 | $386,627.71 | -$27,238.29 | -6.58% |
Antonio Cavarero Generali Asset Management SPA SGR | 4,770 | $717,074.3 | $706,866.3 | -$10,208 | -1.42% |
| PS Paula Spurgeon BankPlus Trust Department | 3,553 | $565,588.62 | $526,519.07 | -$39,069.55 | -6.91% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 540 | $85,661 | $79,990.2 | -$5,670.8 | -6.62% |
Robert Warmkessel Grange Capital LLC | 4,249 | $674,074 | $629,659.31 | -$44,414.69 | -6.59% |
Carol Somoano Asset Planning Inc. | 150 | $25,701.5 | $22,228.5 | -$3,473 | -13.51% |
Patrick Byrne Aspetuck Financial Management LLC | 5,432 | $752,033.19 | $776,069.84 | $24,036.65 | 3.2% |
VestGen Advisors LLC VestGen Advisors LLC | 16,358 | $2.76M | $2.34M | -$422,399.13 | -15.31% |
Allyson Mickool Florida Financial Advisors LLC | 14,758 | $2.63M | $2.07M | -$554,506.76 | -21.09% |
Scott Arwin Ring Mountain Capital LLC | 1,305 | $207,012 | $186,445.35 | -$20,566.65 | -9.94% |
| MP Marcus Pimentel SLT Holdings LLC | 5,075 | $897,593.51 | $752,064.25 | -$145,529.26 | -16.21% |
SummitTX Capital LP SummitTX Capital LP | 22,006 | $3.31M | $3.26M | -$48,413.16 | -1.46% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 3,759 | $596,290 | $557,046.21 | -$39,243.79 | -6.58% |
| RN Ron New Whipplewood Advisors LLC | 51 | $7,667 | $7,557.69 | -$109.31 | -1.43% |
| JW Jeffrey Waters OFC Financial Planning LLC | 5,150 | $710,031 | $724,193 | $14,162 | 1.99% |
Cache Advisors LLC Cache Advisors LLC | 10,200 | $1.62M | $1.51M | -$106,488 | -6.58% |
| FLP Financial Life Planners Financial Life Planners | 101 | $16,296.19 | $14,967.19 | -$1,329 | -8.16% |
Samira Kadam Synergy Investment Management LLC | 252 | $39,974.76 | $37,328.76 | -$2,646 | -6.62% |