| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keyvantage Wealth LLC Keyvantage Wealth LLC | 728 | $386,917.05 | $417,216.78 | $30,299.73 | 7.83% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 270 | $138,704 | $154,736.99 | $16,032.99 | 11.56% |
Allyson Mickool Florida Financial Advisors LLC | 1,772 | $1.01M | $997,193 | -$11,238.16 | -1.11% |
Grant Reeves CVFG LLC | 3,333 | $1.75M | $1.91M | $158,708.6 | 9.06% |
| CAL Caxton Associates LLP Caxton Associates LLP | 1,867 | $932,865 | $1.07M | $137,112.66 | 14.7% |
Elizabeth Arce Sovran Advisors LLC | 2,918 | $1.51M | $1.67M | $159,934.28 | 10.58% |
Westmount Partners LLC Westmount Partners LLC | 1,343 | $545,822.5 | $769,673.27 | $223,850.77 | 41.01% |
| EJK Edward J. King Graney & King LLC | 27 | $14,819 | $15,194.25 | $375.25 | 2.53% |
| RL Rajendra Lachman Berbice Capital Management LLC | 9,046 | $4.76M | $5.18M | $419,925.94 | 8.81% |
| JB Jeff Burrow Sierra Ocean LLC | 455 | $240,833.6 | $256,051.25 | $15,217.65 | 6.32% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 528 | $278,863.82 | $302,596.79 | $23,732.97 | 8.51% |
| MP Megan Parrish Berkeley Inc. | 15,131 | $6M | $8.67M | $2.67M | 44.5% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 278 | $146,386.64 | $159,321.79 | $12,935.15 | 8.84% |
Bradley Wilson Crews Bank & Trust | 910 | $479,179.06 | $521,520.98 | $42,341.92 | 8.84% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 2,375 | $1.33M | $1.36M | $26,504.53 | 1.99% |
Camaron Barta BXM Wealth LLC | 1,570 | $831,065.44 | $899,766.96 | $68,701.52 | 8.27% |
| KS Katherine Simmonds Conquis Financial LLC | 8 | $4,212.8 | $4,584.8 | $372 | 8.83% |
| RN Ron New Whipplewood Advisors LLC | 31 | $15,489.48 | $17,766.1 | $2,276.62 | 14.7% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 785 | $449,360 | $449,883.48 | $523.48 | 0.12% |
Cache Advisors LLC Cache Advisors LLC | 2,295 | $1.28M | $1.32M | $39,462.44 | 3.09% |