| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
C. Eric Christiansen Quantum Financial Planning Services Inc. | 2,187 | $2.35M | $2.51M | $161,787.16 | 6.88% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 758 | $773,953.69 | $870,820.7 | $96,867.01 | 12.52% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 594 | $542,256.44 | $731,772.3 | $189,515.86 | 34.95% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 755 | $887,191.61 | $867,374.18 | -$19,817.43 | -2.23% |
Mark T. Williams InvesTrust | 5,576 | $4.31M | $6.41M | $2.1M | 48.63% |
Allyson Mickool Florida Financial Advisors LLC | 1,444 | $1.33M | $1.71M | $380,748.66 | 28.62% |
Grant Reeves CVFG LLC | 16,337 | $14.54M | $20.13M | $5.58M | 38.39% |
Tony Edwards BankPlus Wealth Management LLC | 1,208 | $963,344.62 | $1.39M | $424,454.06 | 44.06% |
Lionel Daguzan Wormser Freres Gestion | 560 | $501,927.43 | $643,350.38 | $141,422.95 | 28.18% |
Scott Arwin Ring Mountain Capital LLC | 330 | $252,741.15 | $406,540.17 | $153,799.02 | 60.85% |
Elizabeth Arce Sovran Advisors LLC | 3,612 | $3.35M | $4.15M | $801,886.03 | 23.95% |
Westmount Partners LLC Westmount Partners LLC | 2,289 | $1.82M | $2.63M | $805,533.14 | 44.16% |
| EJK Edward J. King Graney & King LLC | 202 | $163,010 | $239,386.15 | $76,376.15 | 46.85% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 754 | $792,506.12 | $866,225.34 | $73,719.22 | 9.3% |
| RL Rajendra Lachman Berbice Capital Management LLC | 20 | $16,518.21 | $22,976.8 | $6,458.59 | 39.1% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 250 | $268,670 | $287,209.99 | $18,539.99 | 6.9% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 214 | $245,406 | $250,350.04 | $4,944.04 | 2.01% |
| JB Jeff Burrow Sierra Ocean LLC | 558 | $446,839.65 | $661,274.62 | $214,434.97 | 47.99% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 1,189 | $927,555.09 | $1.37M | $438,415.63 | 47.27% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 286 | $234,531.28 | $328,568.23 | $94,036.95 | 40.1% |