| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 1,406 | $422,367.83 | $499,622.11 | $77,254.28 | 18.29% |
VestGen Advisors LLC VestGen Advisors LLC | 8,403 | $2.38M | $2.96M | $576,630.93 | 24.22% |
Aaron Byrd Inkwell Capital LLC | 6,444 | $1.91M | $2.29M | $377,360.97 | 19.73% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 533 | $158,189 | $189,401.56 | $31,212.56 | 19.73% |
Mark T. Williams InvesTrust | 3,750 | $1.11M | $1.31M | $199,875 | 17.93% |
Allyson Mickool Florida Financial Advisors LLC | 5,208 | $1.58M | $1.85M | $274,454.65 | 17.41% |
Elizabeth Arce Sovran Advisors LLC | 935 | $282,146.2 | $332,252.26 | $50,106.06 | 17.76% |
Westmount Partners LLC Westmount Partners LLC | 2,163 | $616,416.31 | $768,622.07 | $152,205.76 | 24.69% |
| EJK Edward J. King Graney & King LLC | 293 | $87,683.2 | $104,117.55 | $16,434.35 | 18.74% |
| RL Rajendra Lachman Berbice Capital Management LLC | 1,164 | $345,075.7 | $408,133.32 | $63,057.62 | 18.27% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 19 | $6,157.11 | $6,751.65 | $594.54 | 9.66% |
| MP Marcus Pimentel SLT Holdings LLC | 1,474 | $524,996.46 | $516,828.62 | -$8,167.84 | -1.56% |
Bradley Wilson Crews Bank & Trust | 312 | $92,237.67 | $110,869.2 | $18,631.53 | 20.2% |
SummitTX Capital LP SummitTX Capital LP | 5,651 | $1.71M | $2.01M | $298,768.91 | 17.48% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 350 | $105,868 | $124,372.5 | $18,504.5 | 17.48% |
Camaron Barta BXM Wealth LLC | 830 | $307,058.5 | $294,940.51 | -$12,117.99 | -3.95% |
| RN Ron New Whipplewood Advisors LLC | 106 | $32,333.08 | $37,667.1 | $5,334.02 | 16.5% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,696 | $563,419 | $594,668.48 | $31,249.48 | 5.55% |
Cache Advisors LLC Cache Advisors LLC | 1,708 | $544,818 | $606,937.82 | $62,119.82 | 11.4% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 29,928 | $9.06M | $10.49M | $1.43M | 15.82% |