| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RoundAngle Advisors LLC RoundAngle Advisors LLC | 2,067 | $456,724.46 | $601,910.42 | $145,185.96 | 31.79% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 795 | $236,306 | $231,504.01 | -$4,801.99 | -2.03% |
Cameron J. Penney Penney Financial LLC | 2,203 | $442,164.25 | $641,513.62 | $199,349.37 | 45.08% |
VestGen Advisors LLC VestGen Advisors LLC | 49,278 | $10.25M | $14.35M | $4.1M | 39.99% |
Mark T. Williams InvesTrust | 1,503 | $332,064.39 | $437,673.62 | $105,609.23 | 31.8% |
Sincerus Advisory LLC Sincerus Advisory LLC | 16,302 | $3.63M | $4.75M | $1.12M | 30.9% |
Allyson Mickool Florida Financial Advisors LLC | 1,846 | $472,736.74 | $556,569 | $83,832.26 | 17.73% |
Grant Reeves CVFG LLC | 4,821 | $1.08M | $1.4M | $321,768.74 | 29.74% |
Tony Edwards BankPlus Wealth Management LLC | 16,143 | $3.59M | $4.7M | $1.11M | 30.92% |
| CAL Caxton Associates LLP Caxton Associates LLP | 1,440 | $357,120 | $419,328.01 | $62,208.01 | 17.42% |
Scott Arwin Ring Mountain Capital LLC | 994 | $240,991.63 | $289,452.81 | $48,461.18 | 20.11% |
Elizabeth Arce Sovran Advisors LLC | 3,038 | $702,767.15 | $884,665.63 | $181,898.48 | 25.88% |
Westmount Partners LLC Westmount Partners LLC | 8,232 | $1.49M | $2.4M | $904,389.31 | 60.58% |
| EJK Edward J. King Graney & King LLC | 34 | $7,458.76 | $10,251 | $2,792.24 | 37.44% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 16,071 | $3.55M | $4.85M | $1.29M | 36.45% |
| JS Jeffrey Socha Entrewealth LLC | 1,625 | $360,093 | $473,200.02 | $113,107.02 | 31.41% |
Bradley Wilson Crews Bank & Trust | 17,228 | $3.81M | $5.02M | $1.21M | 31.8% |
Camaron Barta BXM Wealth LLC | 1,059 | $263,124 | $308,380.81 | $45,256.81 | 17.2% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 1,334 | $400,801 | $402,201 | $1,400 | 0.35% |
| KS Katherine Simmonds Conquis Financial LLC | 135 | $30,518.63 | $39,312 | $8,793.37 | 28.81% |