| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PS Paula Spurgeon BankPlus Trust Department | 397 | $84,466 | $79,644.15 | -$4,821.85 | -5.71% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 229 | $40,963.08 | $46,065.64 | $5,102.56 | 12.46% |
| NS Nathalie Senent AG2R La Mondiale Gestion D'Actifs | 27,061 | $4.97M | $5.46M | $486,249.76 | 9.78% |
Bayforest Capital Ltd. Bayforest Capital Ltd. | 1,560 | $309,492.6 | $314,716.88 | $5,224.28 | 1.69% |
REAP Financial Group LLC REAP Financial Group LLC | 540 | $109,560.73 | $108,183.6 | -$1,377.13 | -1.26% |
Manuka Financial LLC Manuka Financial LLC | 9,294 | $1.66M | $1.85M | $189,817.7 | 11.45% |
VestGen Advisors LLC VestGen Advisors LLC | 12,298 | $2.48M | $2.45M | -$37,152.07 | -1.5% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 4,334 | $850,101.4 | $879,238.58 | $29,137.18 | 3.43% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 112 | $27,144.32 | $22,465.52 | -$4,678.8 | -17.24% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 2,040 | $372,214.25 | $409,693.2 | $37,478.95 | 10.07% |
Elizabeth Arce Sovran Advisors LLC | 6,796 | $1.28M | $1.36M | $84,997.07 | 6.65% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 169 | $36,017.46 | $33,925.06 | -$2,092.4 | -5.81% |
Bradley Wilson Crews Bank & Trust | 4,552 | $968,276.95 | $914,860.96 | -$53,415.99 | -5.52% |
SummitTX Capital LP SummitTX Capital LP | 70,245 | $14.09M | $14.1M | $2,809.7 | 0.02% |
Cache Advisors LLC Cache Advisors LLC | 1,230 | $237,476 | $248,140.2 | $10,664.2 | 4.49% |
| PBS P. Brian Saxton Saiph Capital LLC | 2,639 | $505,789.09 | $534,239.16 | $28,450.07 | 5.62% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 3,772 | $802,626.44 | $753,042.08 | -$49,584.36 | -6.18% |
| LG Luc Gaudet Louisbourg Investments Inc. | 905 | $190,466.13 | $183,841.7 | -$6,624.43 | -3.48% |
| FLP Financial Life Planners Financial Life Planners | 360 | $65,768.06 | $72,608.4 | $6,840.34 | 10.4% |
Samira Kadam Synergy Investment Management LLC | 740 | $151,853.1 | $147,115.7 | -$4,737.4 | -3.12% |