| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 2,761 | $553,840.9 | $951,219.72 | $397,378.82 | 71.75% |
VestGen Advisors LLC VestGen Advisors LLC | 93,582 | $23.03M | $31.8M | $8.77M | 38.08% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 28,290 | $8.37M | $9.5M | $1.13M | 13.49% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 2,558 | $665,088.62 | $872,444.27 | $207,355.65 | 31.18% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 38 | $13,152 | $12,624.74 | -$527.26 | -4.01% |
Sincerus Advisory LLC Sincerus Advisory LLC | 869 | $289,783.32 | $293,965.32 | $4,182 | 1.44% |
Allyson Mickool Florida Financial Advisors LLC | 10,680 | $3.17M | $3.56M | $391,515.12 | 12.35% |
Grant Reeves CVFG LLC | 3,082 | $926,103.2 | $1.03M | $104,810.39 | 11.32% |
Ryan O'Neill Jordan Park Trust Co LLC | 641 | $176,692.13 | $212,132.54 | $35,440.41 | 20.06% |
Lionel Daguzan Wormser Freres Gestion | 16,306 | $6.1M | $5.53M | -$565,211.72 | -9.27% |
| CAL Caxton Associates LLP Caxton Associates LLP | 7,939 | $2.75M | $2.62M | -$123,292.67 | -4.49% |
Scott Arwin Ring Mountain Capital LLC | 19,155 | $6.34M | $6.58M | $235,629.84 | 3.71% |
Elizabeth Arce Sovran Advisors LLC | 34,559 | $10.13M | $11.5M | $1.37M | 13.5% |
Westmount Partners LLC Westmount Partners LLC | 48,478 | $3.34M | $16.22M | $12.87M | 385.09% |
| EJK Edward J. King Graney & King LLC | 37 | $10,199 | $12,351.01 | $2,152.01 | 21.1% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 882 | $333,175.62 | $289,957.5 | -$43,218.12 | -12.97% |
| RL Rajendra Lachman Berbice Capital Management LLC | 34,160 | $8.08M | $11.56M | $3.47M | 42.94% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 601 | $227,028 | $203,735.99 | -$23,292.01 | -10.26% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 1,587 | $276,775.73 | $544,721.88 | $267,946.15 | 96.81% |
| JB Jeff Burrow Sierra Ocean LLC | 2,118 | $482,313.93 | $719,982.33 | $237,668.4 | 49.28% |