| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vantage Point Financial LLC Vantage Point Financial LLC | 4,271 | $596,360 | $437,777.5 | -$158,582.5 | -26.59% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 5,538 | $185,798.03 | $499,527.6 | $313,729.57 | 168.86% |
VestGen Advisors LLC VestGen Advisors LLC | 53,650 | $2.37M | $5.24M | $2.87M | 121.41% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 3,053 | $426,290 | $275,380.6 | -$150,909.4 | -35.4% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 6,325 | $127,491.63 | $570,515 | $443,023.37 | 347.49% |
Mark T. Williams InvesTrust | 43,339 | $900,523.44 | $3.91M | $3.01M | 334.1% |
Allyson Mickool Florida Financial Advisors LLC | 33,997 | $3.95M | $3.46M | -$493,163.89 | -12.49% |
Lionel Daguzan Wormser Freres Gestion | 175 | $8,785 | $15,785 | $7,000 | 79.68% |
Elizabeth Arce Sovran Advisors LLC | 17,473 | $871,844.51 | $1.58M | $704,220.09 | 80.77% |
Westmount Partners LLC Westmount Partners LLC | 21,865 | $901,657.46 | $1.97M | $1.07M | 118.73% |
| EJK Edward J. King Graney & King LLC | 4,323 | $96,782.7 | $439,432.95 | $342,650.25 | 354.04% |
| JB Jeff Burrow Sierra Ocean LLC | 4,238 | $591,698 | $430,792.7 | -$160,905.3 | -27.19% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 3,813 | $532,409 | $343,932.6 | -$188,476.4 | -35.4% |
| MP Megan Parrish Berkeley Inc. | 2,489 | $347,539 | $224,507.8 | -$123,031.2 | -35.4% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 117 | $14,713.25 | $10,553.4 | -$4,159.85 | -28.27% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 8,149 | $278,061.11 | $828,345.85 | $550,284.74 | 197.9% |
| ARH Alex R. Hansen Arrien Investments Inc. | 2,884 | $402,693 | $260,136.8 | -$142,556.2 | -35.4% |
| MP Marcus Pimentel SLT Holdings LLC | 3,648 | $509,370 | $329,049.6 | -$180,320.4 | -35.4% |
Bradley Wilson Crews Bank & Trust | 6,566 | $131,648.1 | $592,253.2 | $460,605.1 | 349.88% |
| KS Katherine Simmonds Conquis Financial LLC | 2,648 | $97,710.35 | $276,874.88 | $179,164.53 | 183.36% |