| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Aaron Byrd Inkwell Capital LLC | 4,512 | $2.64M | $2.51M | -$129,945.87 | -4.92% |
John Raniolo Elwood Capital Partners LP | 7,500 | $4.28M | $4.46M | $182,349.5 | 4.26% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 8,966 | $5.2M | $4.99M | -$209,170.06 | -4.02% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 1,421 | $828,958.37 | $851,349.52 | $22,391.15 | 2.7% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 42 | $29,989.29 | $23,381.82 | -$6,607.47 | -22.03% |
Sincerus Advisory LLC Sincerus Advisory LLC | 2,314 | $1.36M | $1.29M | -$69,591.38 | -5.13% |
Allyson Mickool Florida Financial Advisors LLC | 4,290 | $3.14M | $2.54M | -$601,466.08 | -19.15% |
Grant Reeves CVFG LLC | 2,637 | $1.51M | $1.58M | $71,158.56 | 4.72% |
Tony Edwards BankPlus Wealth Management LLC | 943 | $586,707.61 | $524,977.55 | -$61,730.06 | -10.52% |
Kyle Rolek Rolek Wealth Management LLC | 929 | $552,084.17 | $517,183.61 | -$34,900.56 | -6.32% |
Scott Arwin Ring Mountain Capital LLC | 18,490 | $13.54M | $11.08M | -$2.46M | -18.2% |
Elizabeth Arce Sovran Advisors LLC | 22,461 | $13.63M | $12.5M | -$1.13M | -8.29% |
Westmount Partners LLC Westmount Partners LLC | 5,794 | $2.12M | $3.23M | $1.11M | 52.43% |
| EJK Edward J. King Graney & King LLC | 1,274 | $749,321.04 | $753,972.31 | $4,651.27 | 0.62% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 559 | $380,987.46 | $311,200.9 | -$69,786.56 | -18.32% |
| RL Rajendra Lachman Berbice Capital Management LLC | 21,823 | $12.99M | $12.15M | -$845,688.19 | -6.51% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 549 | $379,597.49 | $305,633.8 | -$73,963.69 | -19.48% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 3,933 | $715,193.72 | $2.31M | $1.6M | 223.32% |
| JB Jeff Burrow Sierra Ocean LLC | 1,077 | $629,939.21 | $637,384.75 | $7,445.54 | 1.18% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 398 | $287,578.48 | $221,570.59 | -$66,007.89 | -22.95% |