| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MTW Mark T. Williams InvesTrust | 450 | $203,483.63 | $214,074 | $10,590.37 | 5.2% |
| AM Allyson Mickool Florida Financial Advisors LLC | 3,661 | $1.87M | $1.74M | -$129,009.75 | -6.9% |
| GR Grant Reeves CVFG LLC | 4,356 | $2.12M | $2.07M | -$44,012.93 | -2.08% |
| TE Tony Edwards BankPlus Wealth Management LLC | 870 | $416,902 | $413,876.4 | -$3,025.6 | -0.73% |
| SA Scott Arwin Ring Mountain Capital LLC | 3,774 | $1.75M | $1.8M | $41,879.18 | 2.39% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 774 | $350,839.03 | $368,207.28 | $17,368.25 | 4.95% |
| EA Elizabeth Arce Sovran Advisors LLC | 6,403 | $2.98M | $3.05M | $65,421.81 | 2.19% |
| WPL Westmount Partners LLC Westmount Partners LLC | 18,321 | $6.34M | $8.72M | $2.37M | 37.45% |
| EJK Edward J. King Graney & King LLC | 1,069 | $514,610.81 | $508,544.68 | -$6,066.13 | -1.18% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 1,451 | $603,337.1 | $690,269.72 | $86,932.62 | 14.41% |
| JB Jeff Burrow Sierra Ocean LLC | 2,863 | $1.35M | $1.36M | $14,405.58 | 1.07% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 902 | $411,478.49 | $429,099.44 | $17,620.95 | 4.28% |
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 167 | $78,862.11 | $79,445.24 | $583.13 | 0.74% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 1,132 | $513,359.78 | $538,515.04 | $25,155.26 | 4.9% |
| JS Jeffrey Socha Entrewealth LLC | 1,051 | $499,088.13 | $499,981.72 | $893.59 | 0.18% |
| MAD Michael A. Dubis Financial Planning LLC Michael A. Dubis Financial Planning LLC | 414 | $220,488 | $196,948.08 | -$23,539.92 | -10.68% |
| BW Bradley Wilson Crews Bank & Trust | 1,047 | $474,583.86 | $498,078.84 | $23,494.98 | 4.95% |
| PW Potentia Wealth Potentia Wealth | 17,467 | $8.03M | $8.31M | $280,761.65 | 3.5% |
| CB Camaron Barta BXM Wealth LLC | 658 | $300,186.66 | $313,023.76 | $12,837.1 | 4.28% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 1,406 | $691,254.2 | $668,862.32 | -$22,391.88 | -3.24% |