| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Wealth Capital Management LLC One Wealth Capital Management LLC | 92,849 | $5.71M | $7.18M | $1.47M | 25.73% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 31 | $2,162 | $2,382.66 | $220.66 | 10.21% |
Grant Reeves CVFG LLC | 2,736 | $190,849.5 | $211,178.16 | $20,328.66 | 10.65% |
Ryan O'Neill Jordan Park Trust Co LLC | 27,958 | $1.46M | $2.15M | $688,884.95 | 47.18% |
Elizabeth Arce Sovran Advisors LLC | 107,096 | $6.58M | $8.24M | $1.66M | 25.26% |
Westmount Partners LLC Westmount Partners LLC | 11,308 | $744,997.78 | $872,864.52 | $127,866.74 | 17.16% |
| EJK Edward J. King Graney & King LLC | 182 | $15,110 | $14,045.85 | -$1,064.15 | -7.04% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 142,344 | $10.61M | $11.08M | $474,685.08 | 4.47% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 7,479 | $494,904.06 | $583,137.63 | $88,233.57 | 17.83% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 874 | $60,961.5 | $67,267.41 | $6,305.91 | 10.34% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 12,259 | $790,987.57 | $953,198.54 | $162,210.97 | 20.51% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 40,061 | $2.36M | $3.12M | $760,944.66 | 32.28% |
| JS Jeffrey Socha Entrewealth LLC | 5,512 | $437,306.18 | $425,526.4 | -$11,779.78 | -2.69% |
| MP Marcus Pimentel SLT Holdings LLC | 4,510 | $366,032 | $352,185.88 | -$13,846.12 | -3.78% |
| PW Potentia Wealth Potentia Wealth | 9,908 | $710,368.17 | $770,644.24 | $60,276.07 | 8.49% |
| RN Ron New Whipplewood Advisors LLC | 1,238 | $66,814.86 | $95,245.53 | $28,430.67 | 42.55% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 4,280 | $238,238.82 | $332,256.4 | $94,017.58 | 39.46% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 74,141 | $4.89M | $5.75M | $854,977.09 | 17.48% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 28,597 | $1.84M | $2.22M | $379,925.3 | 20.62% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 3,384 | $280,331 | $261,566.28 | -$18,764.72 | -6.69% |