| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Wealth Capital Management LLC One Wealth Capital Management LLC | 2,103 | $773,676.17 | $698,111.86 | -$75,564.31 | -9.77% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,474 | $961,932.83 | $821,269.02 | -$140,663.81 | -14.62% |
Allyson Mickool Florida Financial Advisors LLC | 4,300 | $1.5M | $1.53M | $25,656.92 | 1.71% |
Grant Reeves CVFG LLC | 11,267 | $3.88M | $3.74M | -$138,880.16 | -3.58% |
Tony Edwards BankPlus Wealth Management LLC | 2,041 | $788,651.99 | $677,530.34 | -$111,121.65 | -14.09% |
| CAL Caxton Associates LLP Caxton Associates LLP | 1,248 | $420,463.23 | $414,286.07 | -$6,177.16 | -1.47% |
Scott Arwin Ring Mountain Capital LLC | 813 | $329,373.88 | $269,883.47 | -$59,490.41 | -18.06% |
Elizabeth Arce Sovran Advisors LLC | 3,764 | $1.46M | $1.25M | -$213,266.6 | -14.58% |
Westmount Partners LLC Westmount Partners LLC | 6,536 | $2.06M | $2.17M | $108,649.26 | 5.27% |
| EJK Edward J. King Graney & King LLC | 156 | $60,719.26 | $55,472.04 | -$5,247.22 | -8.64% |
| RL Rajendra Lachman Berbice Capital Management LLC | 3,600 | $1.4M | $1.2M | -$204,632.94 | -14.62% |
| JB Jeff Burrow Sierra Ocean LLC | 1,285 | $477,660.92 | $456,933.15 | -$20,727.77 | -4.34% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 570 | $219,093.37 | $189,217.19 | -$29,876.18 | -13.64% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 4,615 | $1.73M | $1.64M | -$92,524.13 | -5.34% |
Bradley Wilson Crews Bank & Trust | 6,829 | $2.66M | $2.27M | -$389,457.92 | -14.66% |
| PW Potentia Wealth Potentia Wealth | 1,342 | $522,025.65 | $445,490.31 | -$76,535.34 | -14.66% |
SummitTX Capital LP SummitTX Capital LP | 8,306 | $2.86M | $2.76M | -$100,834.93 | -3.53% |
Camaron Barta BXM Wealth LLC | 1,266 | $438,822.4 | $420,261.35 | -$18,561.05 | -4.23% |
| RN Ron New Whipplewood Advisors LLC | 19 | $6,248.96 | $6,307.24 | $58.28 | 0.93% |
| JB Joshalyn Baca TigerOak Management LLC | 3,681 | $1.43M | $1.22M | -$209,927.74 | -14.66% |