| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Wealth Capital Management LLC One Wealth Capital Management LLC | 1,461 | $451,997.56 | $500,691.99 | $48,694.43 | 10.77% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 3,939 | $949,604.3 | $1.32M | $365,608.1 | 38.5% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,658 | $641,113.01 | $898,164.78 | $257,051.77 | 40.09% |
Mark T. Williams InvesTrust | 16,340 | $3.91M | $5.58M | $1.67M | 42.61% |
Allyson Mickool Florida Financial Advisors LLC | 7,877 | $2.42M | $2.67M | $250,571.04 | 10.34% |
Grant Reeves CVFG LLC | 36,001 | $10.5M | $12.3M | $1.8M | 17.14% |
Tony Edwards BankPlus Wealth Management LLC | 10,640 | $3.13M | $3.61M | $480,091.44 | 15.33% |
| CAL Caxton Associates LLP Caxton Associates LLP | 3,411 | $1M | $1.16M | $152,062.57 | 15.16% |
Scott Arwin Ring Mountain Capital LLC | 3,112 | $982,041.59 | $1.04M | $61,598.73 | 6.27% |
Elizabeth Arce Sovran Advisors LLC | 17,417 | $4.97M | $5.9M | $928,192.18 | 18.68% |
Westmount Partners LLC Westmount Partners LLC | 9,237 | $1.34M | $3.15M | $1.81M | 135.46% |
| EJK Edward J. King Graney & King LLC | 1,320 | $357,977.63 | $447,559.2 | $89,581.57 | 25.02% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 5,121 | $660,855.95 | $1.72M | $1.06M | 159.67% |
| JB Jeff Burrow Sierra Ocean LLC | 2,005 | $488,395.32 | $670,201.32 | $181,806 | 37.23% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 890 | $259,657.84 | $297,331.2 | $37,673.36 | 14.51% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 3,237 | $781,943.11 | $1.1M | $314,542.08 | 40.23% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 9,452 | $2.36M | $3.16M | $800,750.91 | 33.95% |
| MP Marcus Pimentel SLT Holdings LLC | 2,340 | $654,548.12 | $785,140.2 | $130,592.08 | 19.95% |
Bradley Wilson Crews Bank & Trust | 15,428 | $3.7M | $5.23M | $1.53M | 41.24% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 11,642 | $3.41M | $3.89M | $486,848.92 | 14.3% |