| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Griffin Friday Financial | 2,661 | $261,073.68 | $275,120.79 | $14,047.11 | 5.38% |
VestGen Advisors LLC VestGen Advisors LLC | 17,664 | $1.87M | $1.82M | -$43,328.13 | -2.32% |
Aaron Byrd Inkwell Capital LLC | 34,736 | $3.86M | $3.62M | -$242,207.72 | -6.28% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 12,675 | $1.27M | $1.31M | $35,825.28 | 2.81% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,068 | $230,244.99 | $213,614.06 | -$16,630.93 | -7.22% |
Mark T. Williams InvesTrust | 21,080 | $2.34M | $2.19M | -$147,670.81 | -6.31% |
Allyson Mickool Florida Financial Advisors LLC | 6,023 | $669,480.74 | $622,717.97 | -$46,762.77 | -6.98% |
Grant Reeves CVFG LLC | 4,183 | $465,658.97 | $432,480.37 | -$33,178.6 | -7.13% |
Tony Edwards BankPlus Wealth Management LLC | 6,088 | $662,966.45 | $633,730.36 | -$29,236.09 | -4.41% |
| CAL Caxton Associates LLP Caxton Associates LLP | 11,673 | $1.13M | $1.21M | $80,718.82 | 7.17% |
Elizabeth Arce Sovran Advisors LLC | 4,738 | $508,078.34 | $489,411.71 | -$18,666.63 | -3.67% |
Westmount Partners LLC Westmount Partners LLC | 20,032 | $1.81M | $2.07M | $261,340.85 | 14.44% |
| EJK Edward J. King Graney & King LLC | 402 | $44,749 | $41,562.78 | -$3,186.22 | -7.12% |
Bradley Wilson Crews Bank & Trust | 6,210 | $690,989.37 | $641,461.95 | -$49,527.42 | -7.17% |
SummitTX Capital LP SummitTX Capital LP | 11,791 | $1.14M | $1.22M | $82,654.97 | 7.27% |
Camaron Barta BXM Wealth LLC | 3,076 | $348,628.57 | $318,027.64 | -$30,600.93 | -8.78% |
| RN Ron New Whipplewood Advisors LLC | 1,588 | $178,659.13 | $164,183.32 | -$14,475.81 | -8.1% |
| JB Joshalyn Baca TigerOak Management LLC | 4,988 | $555,413.61 | $515,709.32 | -$39,704.29 | -7.15% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,908 | $218,458 | $197,268.12 | -$21,189.88 | -9.7% |
Financial Harvest LLC Financial Harvest LLC | 2,640 | $326,718.35 | $274,810.8 | -$51,907.55 | -15.89% |