| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
C. Eric Christiansen Quantum Financial Planning Services Inc. | 4,701 | $2.01M | $2.48M | $475,318.02 | 23.66% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 97,862 | $40.96M | $51.92M | $10.96M | 26.76% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 6,621 | $2.87M | $3.58M | $704,977.29 | 24.52% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 4,995 | $2.11M | $2.62M | $517,241.89 | 24.57% |
Mark T. Williams InvesTrust | 15,770 | $6.68M | $8.33M | $1.65M | 24.71% |
Sincerus Advisory LLC Sincerus Advisory LLC | 1,120 | $493,032.96 | $603,971.2 | $110,938.24 | 22.5% |
Allyson Mickool Florida Financial Advisors LLC | 18,925 | $9.67M | $10M | $329,526.92 | 3.41% |
Grant Reeves CVFG LLC | 37,270 | $14.01M | $19.68M | $5.67M | 40.49% |
Ryan O'Neill Jordan Park Trust Co LLC | 943 | $410,455.42 | $496,894.99 | $86,439.57 | 21.06% |
Tony Edwards BankPlus Wealth Management LLC | 8,288 | $3.45M | $4.5M | $1.05M | 30.26% |
Lionel Daguzan Wormser Freres Gestion | 27,191 | $10.82M | $14.66M | $3.85M | 35.55% |
| CAL Caxton Associates LLP Caxton Associates LLP | 1.01M | $374.16M | $533.19M | $159.04M | 42.5% |
Kyle Rolek Rolek Wealth Management LLC | 1,358 | $587,021.07 | $714,484.54 | $127,463.47 | 21.71% |
Scott Arwin Ring Mountain Capital LLC | 23,935 | $12.38M | $12.95M | $565,230.7 | 4.57% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 1,094 | $425,624.04 | $576,067.58 | $150,443.54 | 35.35% |
Elizabeth Arce Sovran Advisors LLC | 64,611 | $26.4M | $33.99M | $7.6M | 28.78% |
Westmount Partners LLC Westmount Partners LLC | 38,728 | $10.72M | $20.5M | $9.77M | 91.15% |
| EJK Edward J. King Graney & King LLC | 1,870 | $787,217.54 | $987,665.18 | $200,447.64 | 25.46% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 1,487 | $707,177.24 | $786,608.13 | $79,430.89 | 11.23% |
| RL Rajendra Lachman Berbice Capital Management LLC | 30,611 | $13.11M | $16.51M | $3.4M | 25.91% |