| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keyvantage Wealth LLC Keyvantage Wealth LLC | 977 | $475,189.76 | $495,036.13 | $19,846.37 | 4.18% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 829 | $474,506.95 | $430,955.65 | -$43,551.3 | -9.18% |
Mark T. Williams InvesTrust | 1,906 | $921,303.27 | $965,751.14 | $44,447.87 | 4.82% |
Allyson Mickool Florida Financial Advisors LLC | 407 | $245,989 | $211,578.95 | -$34,410.05 | -13.99% |
Grant Reeves CVFG LLC | 9,577 | $5.79M | $4.98M | -$809,607.55 | -13.99% |
Tony Edwards BankPlus Wealth Management LLC | 1,197 | $579,251.03 | $608,818.14 | $29,567.11 | 5.1% |
Elizabeth Arce Sovran Advisors LLC | 565 | $273,508.71 | $293,534.45 | $20,025.74 | 7.32% |
Westmount Partners LLC Westmount Partners LLC | 1,284 | $594,316.33 | $667,076.52 | $72,760.19 | 12.24% |
| EJK Edward J. King Graney & King LLC | 23 | $11,302.56 | $11,949.19 | $646.63 | 5.72% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 503 | $251,791.73 | $261,323.59 | $9,531.86 | 3.79% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 592 | $293,186.53 | $307,561.76 | $14,375.23 | 4.9% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 3,987 | $1.93M | $2.02M | $93,779.35 | 4.87% |
| MAD Michael A. Dubis Financial Planning LLC Michael A. Dubis Financial Planning LLC | 2,000 | $972,000 | $1.01M | $41,380 | 4.26% |
Bradley Wilson Crews Bank & Trust | 2,200 | $1.07M | $1.14M | $73,744.09 | 6.9% |
SummitTX Capital LP SummitTX Capital LP | 21,421 | $12.95M | $11.13M | -$1.82M | -14.05% |
Camaron Barta BXM Wealth LLC | 474 | $229,259.58 | $246,224.04 | $16,964.46 | 7.4% |
| RN Ron New Whipplewood Advisors LLC | 198 | $101,391.84 | $102,853.08 | $1,461.24 | 1.44% |
| JB Joshalyn Baca TigerOak Management LLC | 633 | $307,599.64 | $328,818.18 | $21,218.54 | 6.9% |
| BFL Baring Financial LLC Baring Financial LLC | 2,798 | $1.36M | $1.45M | $90,559.52 | 6.64% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 5,062 | $2.47M | $2.56M | $96,925.7 | 3.93% |