| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Wealth Capital Management LLC One Wealth Capital Management LLC | 636 | $369,459 | $385,117.1 | $15,658.1 | 4.24% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 1,148 | $666,885 | $639,516.36 | -$27,368.64 | -4.1% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,250 | $160,499.97 | $713,525.01 | $553,025.04 | 344.56% |
Sincerus Advisory LLC Sincerus Advisory LLC | 658 | $383,503.15 | $363,518.68 | -$19,984.47 | -5.21% |
Allyson Mickool Florida Financial Advisors LLC | 12,091 | $2.33M | $6.9M | $4.57M | 196.04% |
Grant Reeves CVFG LLC | 27,119 | $5.53M | $16.42M | $10.89M | 197.12% |
| CAL Caxton Associates LLP Caxton Associates LLP | 458,936 | $98.29M | $248.62M | $150.33M | 152.96% |
Scott Arwin Ring Mountain Capital LLC | 8,879 | $1.45M | $5.02M | $3.57M | 247.29% |
Elizabeth Arce Sovran Advisors LLC | 9,268 | $2.46M | $5.29M | $2.83M | 115.41% |
Westmount Partners LLC Westmount Partners LLC | 2,473 | $671,023.6 | $1.41M | $740,614.28 | 110.37% |
| EJK Edward J. King Graney & King LLC | 181 | $48,523.26 | $103,318.42 | $54,795.16 | 112.93% |
| RL Rajendra Lachman Berbice Capital Management LLC | 1,178 | $157,159.12 | $650,797.88 | $493,638.76 | 314.1% |
| JB Jeff Burrow Sierra Ocean LLC | 840 | $487,964 | $461,571.6 | -$26,392.4 | -5.41% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 2,532 | $345,101.44 | $1.45M | $1.1M | 318.81% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 506 | $293,940 | $279,403.08 | -$14,536.92 | -4.95% |
| JS Jeffrey Socha Entrewealth LLC | 942 | $550,456.45 | $570,409.29 | $19,952.84 | 3.62% |
| MP Marcus Pimentel SLT Holdings LLC | 3,993 | $812,296 | $2.24M | $1.43M | 176.38% |
Bradley Wilson Crews Bank & Trust | 3,490 | $507,502.65 | $1.99M | $1.48M | 292.54% |
| PW Potentia Wealth Potentia Wealth | 984 | $571,616 | $539,438.64 | -$32,177.36 | -5.63% |
SummitTX Capital LP SummitTX Capital LP | 42,959 | $24.96M | $23.15M | -$1.8M | -7.22% |