| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 24,270 | $2.23M | $1.74M | -$486,798.22 | -21.86% |
VestGen Advisors LLC VestGen Advisors LLC | 97,821 | $9.38M | $7.01M | -$2.36M | -25.19% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 42,640 | $3.44M | $3.06M | -$387,212.34 | -11.24% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 135 | $9,639 | $9,680.85 | $41.85 | 0.43% |
Allyson Mickool Florida Financial Advisors LLC | 12,319 | $1.24M | $939,816.51 | -$305,071.42 | -24.51% |
Grant Reeves CVFG LLC | 82,395 | $8.02M | $5.91M | -$2.12M | -26.37% |
| CAL Caxton Associates LLP Caxton Associates LLP | 5,771 | $669,104.47 | $413,838.41 | -$255,266.06 | -38.15% |
Scott Arwin Ring Mountain Capital LLC | 19,466 | $2.33M | $1.4M | -$936,045.38 | -40.14% |
Elizabeth Arce Sovran Advisors LLC | 20,988 | $2.01M | $1.51M | -$502,114.22 | -25.02% |
Westmount Partners LLC Westmount Partners LLC | 29,412 | $1.09M | $2.11M | $1.02M | 94.28% |
| EJK Edward J. King Graney & King LLC | 1,307 | $118,348.99 | $96,874.84 | -$21,474.15 | -18.14% |
| RL Rajendra Lachman Berbice Capital Management LLC | 100 | $9,376 | $7,171 | -$2,205 | -23.52% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 59,050 | $5.31M | $4.23M | -$1.08M | -20.29% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,361 | $142,589.3 | $97,597.31 | -$44,991.99 | -31.55% |
Bradley Wilson Crews Bank & Trust | 1,640 | $151,590.26 | $117,604.4 | -$33,985.86 | -22.42% |
| PW Potentia Wealth Potentia Wealth | 4,515 | $404,397.84 | $323,770.65 | -$80,627.19 | -19.94% |
SummitTX Capital LP SummitTX Capital LP | 4,224 | $506,423.81 | $302,903.04 | -$203,520.77 | -40.19% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 34,556 | $2.48M | $2.48M | -$583.13 | -0.02% |
| KS Katherine Simmonds Conquis Financial LLC | 50 | $4,456.45 | $3,585.5 | -$870.95 | -19.54% |
| RN Ron New Whipplewood Advisors LLC | 163 | $15,672.49 | $11,688.73 | -$3,983.76 | -25.42% |