| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason D. Finley Finley Financial LLC | 86,577 | $19.41M | $23.81M | $4.41M | 22.7% |
Howard Teutsch Arcadia Investment Advisors LLC | 21,437 | $3.78M | $5.87M | $2.09M | 55.24% |
Jacksonville Wealth Management LLC Jacksonville Wealth Management LLC | 27,015 | $6.2M | $7.4M | $1.2M | 19.35% |
REAP Financial Group LLC REAP Financial Group LLC | 116 | $28,586.41 | $31,364.08 | $2,777.67 | 9.72% |
Manuka Financial LLC Manuka Financial LLC | 1,035 | $228,771.31 | $284,707.79 | $55,936.48 | 24.45% |
Tandem Financial LLC Tandem Financial LLC | 16,741 | $4.1M | $4.59M | $497,137.78 | 12.14% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 2,067 | $456,724.46 | $564,890.43 | $108,165.97 | 23.68% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 795 | $236,306 | $218,696.55 | -$17,609.45 | -7.45% |
Cameron J. Penney Penney Financial LLC | 2,203 | $442,164.25 | $601,352.91 | $159,188.66 | 36% |
VestGen Advisors LLC VestGen Advisors LLC | 48,975 | $10.19M | $13.41M | $3.22M | 31.61% |
Mark T. Williams InvesTrust | 1,405 | $310,437.74 | $382,412.9 | $71,975.16 | 23.19% |
Sincerus Advisory LLC Sincerus Advisory LLC | 16,458 | $3.67M | $4.5M | $832,032.17 | 22.67% |
Allyson Mickool Florida Financial Advisors LLC | 1,846 | $472,736.74 | $500,561.36 | $27,824.62 | 5.89% |
Grant Reeves CVFG LLC | 5,089 | $1.16M | $1.38M | $222,064.92 | 19.1% |
Tony Edwards BankPlus Wealth Management LLC | 15,291 | $3.4M | $4.21M | $804,935.79 | 23.66% |
Scott Arwin Ring Mountain Capital LLC | 935 | $226,688.6 | $256,816.45 | $30,127.85 | 13.29% |
Elizabeth Arce Sovran Advisors LLC | 3,038 | $702,767.15 | $823,054.99 | $120,287.84 | 17.12% |
Westmount Partners LLC Westmount Partners LLC | 8,232 | $1.49M | $2.24M | $746,170.19 | 49.99% |
| EJK Edward J. King Graney & King LLC | 34 | $7,458.76 | $9,226.92 | $1,768.16 | 23.71% |
Prime Buchholz LLC Prime Buchholz LLC | 3,001 | $901,650 | $810,315.05 | -$91,334.95 | -10.13% |