| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 984 | $97,582.41 | $118,552.32 | $20,969.91 | 21.49% |
Mark T. Williams InvesTrust | 3,030 | $294,182.75 | $365,054.4 | $70,871.65 | 24.09% |
Allyson Mickool Florida Financial Advisors LLC | 3,880 | $446,161.35 | $456,326.8 | $10,165.45 | 2.28% |
Grant Reeves CVFG LLC | 7,681 | $1.01M | $967,191.52 | -$46,747.87 | -4.61% |
Tony Edwards BankPlus Wealth Management LLC | 1,949 | $254,024.97 | $234,815.52 | -$19,209.45 | -7.56% |
Elizabeth Arce Sovran Advisors LLC | 5,625 | $588,063.49 | $677,700 | $89,636.51 | 15.24% |
Westmount Partners LLC Westmount Partners LLC | 7,085 | $831,558.08 | $853,600.8 | $22,042.72 | 2.65% |
| EJK Edward J. King Graney & King LLC | 523 | $51,965.71 | $61,510.03 | $9,544.32 | 18.37% |
| JS Jeffrey Socha Entrewealth LLC | 2,353 | $222,495.36 | $283,489.44 | $60,994.08 | 27.41% |
Bradley Wilson Crews Bank & Trust | 7,331 | $727,015.57 | $883,238.88 | $156,223.31 | 21.49% |
SummitTX Capital LP SummitTX Capital LP | 5,432 | $717,024 | $654,447.36 | -$62,576.64 | -8.73% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 6,066 | $707,063.84 | $730,831.68 | $23,767.84 | 3.36% |
Camaron Barta BXM Wealth LLC | 4,722 | $460,138.88 | $568,906.56 | $108,767.68 | 23.64% |
| RN Ron New Whipplewood Advisors LLC | 225 | $29,546.43 | $27,108 | -$2,438.43 | -8.25% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 17,015 | $1.68M | $2.14M | $463,960.97 | 27.64% |
| LG Luc Gaudet Louisbourg Investments Inc. | 50,778 | $5.69M | $6.12M | $427,624.87 | 7.52% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 3,112 | $305,601.5 | $374,933.76 | $69,332.26 | 22.69% |
| IAL IFC Advisors LLC IFC Advisors LLC | 20,533 | $2.06M | $2.36M | $302,266.09 | 14.67% |
| FLP Financial Life Planners Financial Life Planners | 418 | $55,052.71 | $50,360.64 | -$4,692.07 | -8.52% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 3,863 | $385,865.66 | $465,414.24 | $79,548.58 | 20.62% |