| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NS Nathalie Senent AG2R La Mondiale Gestion D'Actifs | 41,190 | $10.84M | $9.58M | -$1.26M | -11.6% |
Bayforest Capital Ltd. Bayforest Capital Ltd. | 157 | $44,150 | $36,444.41 | -$7,705.59 | -17.45% |
Jacksonville Wealth Management LLC Jacksonville Wealth Management LLC | 1,483 | $326,100.08 | $345,242.4 | $19,142.32 | 5.87% |
Carol Somoano Asset Planning Inc. | 1,564 | $344,066.93 | $364,169.58 | $20,102.65 | 5.84% |
REAP Financial Group LLC REAP Financial Group LLC | 858 | $208,127.99 | $198,146.52 | -$9,981.47 | -4.8% |
Brian Griffin Friday Financial | 2,090 | $501,566.46 | $489,289.9 | -$12,276.56 | -2.45% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 3,918 | $1.1M | $909,955.5 | -$186,623.33 | -17.02% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 9,279 | $2.09M | $2.16M | $68,609.2 | 3.28% |
Lyn Dippel Curio Wealth LLC | 1,354 | $407,999.24 | $314,615.44 | -$93,383.8 | -22.89% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 6,926 | $1.52M | $1.6M | $82,979.52 | 5.46% |
VestGen Advisors LLC VestGen Advisors LLC | 14,520 | $3.77M | $3.38M | -$389,376.56 | -10.32% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 11,912 | $2.97M | $2.78M | -$188,347.47 | -6.35% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,635 | $615,637.92 | $609,185.65 | -$6,452.27 | -1.05% |
Mark T. Williams InvesTrust | 8,918 | $1.96M | $2.06M | $96,370.32 | 4.91% |
Allyson Mickool Florida Financial Advisors LLC | 1,379 | $280,494.1 | $320,976.04 | $40,481.94 | 14.43% |
Grant Reeves CVFG LLC | 769 | $186,399.07 | $177,738.97 | -$8,660.1 | -4.65% |
Scott Arwin Ring Mountain Capital LLC | 1,375 | $384,419.62 | $320,993.75 | -$63,425.87 | -16.5% |
Elizabeth Arce Sovran Advisors LLC | 3,111 | $718,548.85 | $718,983.21 | $434.36 | 0.06% |
Westmount Partners LLC Westmount Partners LLC | 19,639 | $2.84M | $4.56M | $1.73M | 60.9% |
| EJK Edward J. King Graney & King LLC | 243 | $53,419 | $56,553.39 | $3,134.39 | 5.87% |