| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Aaron Byrd Inkwell Capital LLC | 13,949 | $6.32M | $6.85M | $530,271.73 | 8.39% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 1,246 | $588,484.61 | $612,153.58 | $23,668.97 | 4.02% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 724 | $343,471.08 | $354,850.5 | $11,379.42 | 3.31% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 3,037 | $1.38M | $1.49M | $115,451.28 | 8.39% |
Mark T. Williams InvesTrust | 408 | $184,491.83 | $199,971 | $15,479.17 | 8.39% |
Allyson Mickool Florida Financial Advisors LLC | 3,817 | $1.95M | $1.88M | -$70,098.14 | -3.6% |
Grant Reeves CVFG LLC | 4,453 | $2.16M | $2.19M | $25,005.08 | 1.16% |
Tony Edwards BankPlus Wealth Management LLC | 870 | $416,902 | $427,387.5 | $10,485.5 | 2.52% |
| CAL Caxton Associates LLP Caxton Associates LLP | 493 | $236,246 | $242,130.69 | $5,884.69 | 2.49% |
Scott Arwin Ring Mountain Capital LLC | 3,774 | $1.9M | $1.85M | -$42,170.26 | -2.22% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 774 | $350,839.03 | $379,356.75 | $28,517.72 | 8.13% |
Elizabeth Arce Sovran Advisors LLC | 6,403 | $2.98M | $3.14M | $164,138.78 | 5.51% |
Westmount Partners LLC Westmount Partners LLC | 17,149 | $5.98M | $8.42M | $2.44M | 40.87% |
| EJK Edward J. King Graney & King LLC | 1,069 | $514,610.81 | $525,025.77 | $10,414.96 | 2.02% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 1,456 | $605,733.1 | $715,095.91 | $109,362.81 | 18.05% |
| JB Jeff Burrow Sierra Ocean LLC | 2,863 | $1.35M | $1.41M | $58,545.31 | 4.34% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 928 | $424,488.63 | $455,775.41 | $31,286.78 | 7.37% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 191 | $90,887.87 | $93,807.22 | $2,919.35 | 3.21% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 1,132 | $513,359.78 | $554,821.5 | $41,461.72 | 8.08% |
| JS Jeffrey Socha Entrewealth LLC | 1,051 | $499,088.13 | $515,121.37 | $16,033.24 | 3.21% |