| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NS Nathalie Senent AG2R La Mondiale Gestion D'Actifs | 75,097 | $5.68M | $9.37M | $3.69M | 65.04% |
Carol Somoano Asset Planning Inc. | 8,070 | $572,889 | $1.01M | $434,650.5 | 75.87% |
REAP Financial Group LLC REAP Financial Group LLC | 934 | $80,717.63 | $115,358.34 | $34,640.71 | 42.92% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 13,722 | $966,314.32 | $1.74M | $769,793.12 | 79.66% |
Vantage Point Financial LLC Vantage Point Financial LLC | 1,732 | $242,404 | $219,158.62 | -$23,245.38 | -9.59% |
VestGen Advisors LLC VestGen Advisors LLC | 11,442 | $1.14M | $1.41M | $265,496.04 | 23.3% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 2,508 | $351,020 | $316,760.4 | -$34,259.6 | -9.76% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,000 | $70,390 | $123,690 | $53,300 | 75.72% |
Allyson Mickool Florida Financial Advisors LLC | 3,661 | $367,222.79 | $456,416.87 | $89,194.08 | 24.29% |
Grant Reeves CVFG LLC | 6,653 | $754,516 | $834,452.52 | $79,936.52 | 10.59% |
Tony Edwards BankPlus Wealth Management LLC | 7,123 | $834,456.41 | $884,819.06 | $50,362.65 | 6.04% |
| CAL Caxton Associates LLP Caxton Associates LLP | 13,738 | $1.59M | $1.7M | $116,879.87 | 7.36% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 1,790 | $126,027.31 | $221,915.25 | $95,887.94 | 76.09% |
Westmount Partners LLC Westmount Partners LLC | 1,780 | $201,842.17 | $223,140.8 | $21,298.63 | 10.55% |
| EJK Edward J. King Graney & King LLC | 30 | $2,112 | $3,728.4 | $1,616.4 | 76.53% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 1,688 | $236,252.5 | $208,147.28 | -$28,105.22 | -11.9% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 223 | $24,172.65 | $27,631.93 | $3,459.28 | 14.31% |
| MP Marcus Pimentel SLT Holdings LLC | 4,157 | $454,222.32 | $512,183.97 | $57,961.65 | 12.76% |
Bradley Wilson Crews Bank & Trust | 1,426 | $100,376.05 | $176,895.3 | $76,519.25 | 76.23% |
SummitTX Capital LP SummitTX Capital LP | 17,800 | $2.3M | $2.21M | -$91,893.63 | -4% |