| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Wealth Capital Management LLC One Wealth Capital Management LLC | 820 | $208,255 | $209,952.8 | $1,697.8 | 0.82% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 4,167 | $687,381.43 | $1.05M | $365,786.15 | 53.21% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 4,218 | $610,302.31 | $1.08M | $465,498.59 | 76.27% |
Mark T. Williams InvesTrust | 15,394 | $2.23M | $3.95M | $1.71M | 76.73% |
Allyson Mickool Florida Financial Advisors LLC | 31,192 | $7.04M | $7.95M | $904,035.99 | 12.83% |
Grant Reeves CVFG LLC | 10,157 | $2.35M | $2.6M | $249,385.36 | 10.62% |
| CAL Caxton Associates LLP Caxton Associates LLP | 2,780 | $706,037 | $722,285.7 | $16,248.7 | 2.3% |
Kyle Rolek Rolek Wealth Management LLC | 2,630 | $642,793 | $681,906.4 | $39,113.4 | 6.08% |
Scott Arwin Ring Mountain Capital LLC | 2,069 | $389,943.4 | $525,608.76 | $135,665.36 | 34.79% |
Elizabeth Arce Sovran Advisors LLC | 12,511 | $2.3M | $3.18M | $880,471.3 | 38.34% |
Westmount Partners LLC Westmount Partners LLC | 9,734 | $1.78M | $2.48M | $701,172.55 | 39.46% |
| EJK Edward J. King Graney & King LLC | 1,602 | $232,115.19 | $408,293.73 | $176,178.54 | 75.9% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 2,263 | $349,831.6 | $579,305.37 | $229,473.77 | 65.6% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 2,937 | $512,305.59 | $743,971.47 | $231,665.88 | 45.22% |
| JB Jeff Burrow Sierra Ocean LLC | 1,653 | $280,785.73 | $421,680.3 | $140,894.57 | 50.18% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 1,343 | $254,841.75 | $339,389.53 | $84,547.78 | 33.18% |
| PB Paul Barry Stark Wealth Management LLC | 1,050 | $151,851.2 | $271,908 | $120,056.8 | 79.06% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 256 | $43,808.56 | $65,000.96 | $21,192.4 | 48.38% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 8,556 | $1.33M | $2.17M | $839,856.17 | 63.3% |
| JS Jeffrey Socha Entrewealth LLC | 1,307 | $337,006.02 | $335,075.59 | -$1,930.43 | -0.57% |