| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 52,401 | $10.69M | $18.44M | $7.75M | 72.54% |
Aaron Byrd Inkwell Capital LLC | 21,519 | $4.07M | $7.5M | $3.42M | 84.04% |
John Raniolo Elwood Capital Partners LP | 12,500 | $3.85M | $4.36M | $514,100 | 13.36% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 3,894 | $836,783.8 | $1.36M | $519,866.33 | 62.13% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 12,157 | $2.56M | $4.24M | $1.68M | 65.57% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 4,058 | $772,931.9 | $1.42M | $643,472.42 | 83.25% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 320 | $73,040.76 | $111,486.4 | $38,445.64 | 52.64% |
Mark T. Williams InvesTrust | 1,880 | $485,281.25 | $656,195.2 | $170,913.95 | 35.22% |
Sincerus Advisory LLC Sincerus Advisory LLC | 1,514 | $312,841.64 | $528,446.56 | $215,604.92 | 68.92% |
Allyson Mickool Florida Financial Advisors LLC | 38,273 | $8.89M | $13.33M | $4.44M | 49.96% |
Grant Reeves CVFG LLC | 40,810 | $10.99M | $14.22M | $3.23M | 29.36% |
Ryan O'Neill Jordan Park Trust Co LLC | 831 | $202,016.42 | $290,052.24 | $88,035.82 | 43.58% |
Tony Edwards BankPlus Wealth Management LLC | 2,546 | $481,790.67 | $896,166.54 | $414,375.87 | 86.01% |
Lionel Daguzan Wormser Freres Gestion | 40,639 | $6.48M | $14.18M | $7.71M | 119.01% |
| CAL Caxton Associates LLP Caxton Associates LLP | 11,736 | $3.67M | $4.08M | $411,112.08 | 11.19% |
Scott Arwin Ring Mountain Capital LLC | 31,935 | $7.88M | $11.11M | $3.24M | 41.11% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 4,808 | $1.38M | $1.68M | $295,615.62 | 21.38% |
Elizabeth Arce Sovran Advisors LLC | 29,087 | $6.15M | $10.12M | $3.97M | 64.55% |
Westmount Partners LLC Westmount Partners LLC | 30,699 | $5.46M | $10.68M | $5.22M | 95.65% |
| EJK Edward J. King Graney & King LLC | 130 | $22,824.32 | $45,243.9 | $22,419.58 | 98.23% |