| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 5,223 | $1.62M | $1.76M | $133,965.02 | 8.25% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 1,300 | $271,974.19 | $437,580 | $165,605.81 | 60.89% |
VestGen Advisors LLC VestGen Advisors LLC | 15,579 | $3.84M | $5.24M | $1.4M | 36.5% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 1,002 | $374,477 | $337,313.28 | -$37,163.72 | -9.92% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 974 | $300,186.29 | $327,887.36 | $27,701.07 | 9.23% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 100 | $16,679.11 | $33,660 | $16,980.89 | 101.81% |
Allyson Mickool Florida Financial Advisors LLC | 8,363 | $2.31M | $2.82M | $503,761.09 | 21.79% |
| CAL Caxton Associates LLP Caxton Associates LLP | 2,514 | $713,397.63 | $846,312.96 | $132,915.33 | 18.63% |
Scott Arwin Ring Mountain Capital LLC | 884 | $252,969.51 | $297,589.76 | $44,620.25 | 17.64% |
Elizabeth Arce Sovran Advisors LLC | 4,914 | $874,052.11 | $1.65M | $780,196.85 | 89.26% |
Westmount Partners LLC Westmount Partners LLC | 3,778 | $820,006.64 | $1.27M | $451,819.28 | 55.1% |
| EJK Edward J. King Graney & King LLC | 2,896 | $487,352.49 | $974,909.44 | $487,556.95 | 100.04% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 11,540 | $458,774.93 | $3.88M | $3.43M | 746.78% |
| JB Jeff Burrow Sierra Ocean LLC | 660 | $121,221.6 | $222,182.4 | $100,960.8 | 83.29% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 189 | $49,451.91 | $63,624.96 | $14,173.05 | 28.66% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 686 | $206,362.97 | $230,790.98 | $24,428.01 | 11.84% |
Bradley Wilson Crews Bank & Trust | 242 | $68,764.22 | $81,466.88 | $12,702.66 | 18.47% |
SummitTX Capital LP SummitTX Capital LP | 4,159 | $1.18M | $1.4M | $219,886.31 | 18.63% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 605 | $226,279 | $203,540.15 | -$22,738.85 | -10.05% |
| RN Ron New Whipplewood Advisors LLC | 25 | $7,094.23 | $8,416 | $1,321.77 | 18.63% |