| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keyvantage Wealth LLC Keyvantage Wealth LLC | 973 | $473,246.2 | $517,816 | $44,569.8 | 9.42% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 224 | $135,383.36 | $122,278.24 | -$13,105.12 | -9.68% |
Mark T. Williams InvesTrust | 1,906 | $921,303.27 | $1.03M | $112,320.53 | 12.19% |
Grant Reeves CVFG LLC | 9,417 | $5.69M | $5.12M | -$575,629.71 | -10.11% |
Tony Edwards BankPlus Wealth Management LLC | 1,301 | $632,290.38 | $700,068.07 | $67,777.69 | 10.72% |
| CAL Caxton Associates LLP Caxton Associates LLP | 5,725 | $2.92M | $3.14M | $221,729.75 | 7.6% |
Elizabeth Arce Sovran Advisors LLC | 1,090 | $540,975.21 | $596,698.7 | $55,723.49 | 10.3% |
Westmount Partners LLC Westmount Partners LLC | 1,284 | $594,316.33 | $699,625.92 | $105,309.59 | 17.72% |
| EJK Edward J. King Graney & King LLC | 34 | $16,919.35 | $18,553.12 | $1,633.77 | 9.66% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 503 | $251,791.73 | $267,689.05 | $15,897.32 | 6.31% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 592 | $293,186.53 | $323,948.32 | $30,761.79 | 10.49% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 4,222 | $2.05M | $2.25M | $199,269.49 | 9.74% |
| MAD Michael A. Dubis Financial Planning LLC Michael A. Dubis Financial Planning LLC | 2,000 | $972,000 | $1.06M | $87,280 | 8.98% |
Bradley Wilson Crews Bank & Trust | 2,200 | $1.07M | $1.2M | $134,552.09 | 12.59% |
SummitTX Capital LP SummitTX Capital LP | 3,335 | $2.02M | $1.83M | -$187,727.12 | -9.31% |
Camaron Barta BXM Wealth LLC | 739 | $364,266.51 | $403,863.5 | $39,596.99 | 10.87% |
| RN Ron New Whipplewood Advisors LLC | 4 | $2,417.56 | $2,188.4 | -$229.16 | -9.48% |
| JB Joshalyn Baca TigerOak Management LLC | 586 | $284,760.48 | $319,973.58 | $35,213.1 | 12.37% |
| BFL Baring Financial LLC Baring Financial LLC | 2,801 | $1.36M | $1.49M | $123,894.11 | 9.08% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 528 | $268,793 | $280,552.8 | $11,759.8 | 4.38% |