| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 47,682 | $10.1M | $13.66M | $3.57M | 35.33% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 1,171 | $294,670 | $334,191.69 | $39,521.69 | 13.41% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 866 | $154,248.93 | $246,818.66 | $92,569.73 | 60.01% |
Mark T. Williams InvesTrust | 7,816 | $1.38M | $2.22M | $847,260.94 | 61.51% |
Allyson Mickool Florida Financial Advisors LLC | 2,760 | $540,030.34 | $786,586.2 | $246,555.86 | 45.66% |
Grant Reeves CVFG LLC | 17,137 | $3.73M | $4.88M | $1.15M | 30.84% |
Tony Edwards BankPlus Wealth Management LLC | 4,783 | $887,194.38 | $1.36M | $469,168.76 | 52.88% |
Scott Arwin Ring Mountain Capital LLC | 1,888 | $437,595.61 | $537,910.08 | $100,314.47 | 22.92% |
Elizabeth Arce Sovran Advisors LLC | 7,668 | $1.53M | $2.19M | $653,248.02 | 42.56% |
Westmount Partners LLC Westmount Partners LLC | 5,727 | $1.25M | $1.63M | $384,544.19 | 30.87% |
| EJK Edward J. King Graney & King LLC | 365 | $65,327.74 | $104,096.17 | $38,768.43 | 59.34% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 1,550 | $275,435 | $445,904 | $170,469 | 61.89% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 855 | $214,547 | $243,982.8 | $29,435.8 | 13.72% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 1,719 | $322,037.32 | $489,433.68 | $167,396.36 | 51.98% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 54 | $11,341.77 | $15,400.26 | $4,058.49 | 35.78% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 1,710 | $327,885.43 | $486,187.2 | $158,301.77 | 48.28% |
| MP Marcus Pimentel SLT Holdings LLC | 1,285 | $296,105.77 | $364,168.99 | $68,063.22 | 22.99% |
Bradley Wilson Crews Bank & Trust | 8,457 | $1.5M | $2.41M | $909,381.13 | 60.51% |
SummitTX Capital LP SummitTX Capital LP | 3,743 | $856,548.32 | $1.07M | $212,377.62 | 24.79% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 11,679 | $2.59M | $3.33M | $737,759.38 | 28.48% |