| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 2,883 | $1.49M | $1.57M | $76,522.6 | 5.13% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 101 | $47,428.98 | $54,852.09 | $7,423.11 | 15.65% |
| EA Elizabeth Arce Sovran Advisors LLC | 473 | $240,541.97 | $256,881.57 | $16,339.6 | 6.79% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 55 | $26,164.33 | $29,869.95 | $3,705.62 | 14.16% |
| BW Bradley Wilson Crews Bank & Trust | 125 | $58,661.65 | $67,886.25 | $9,224.6 | 15.73% |
SummitTX Capital LP SummitTX Capital LP | 15,921 | $10.86M | $8.63M | -$2.23M | -20.54% |
| RN Ron New Whipplewood Advisors LLC | 48 | $31,045.6 | $26,068.32 | -$4,977.28 | -16.03% |
| BFL Baring Financial LLC Baring Financial LLC | 619 | $291,029.86 | $335,566.09 | $44,536.23 | 15.3% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 2,465 | $1.24M | $1.34M | $97,028.06 | 7.83% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 9,975 | $4.85M | $5.41M | $560,110.08 | 11.55% |
| AC Andrew Carter Panoramic Capital Partners LLC | 702 | $330,313.12 | $380,561.22 | $50,248.1 | 15.21% |
| IAL IFC Advisors LLC IFC Advisors LLC | 314 | $214,223 | $170,222.54 | -$44,000.46 | -20.54% |
| TS Thomas Stadum Fjell Capital LLC | 305 | $208,083 | $165,343.55 | -$42,739.45 | -20.54% |
| SK Samira Kadam Synergy Investment Management LLC | 42 | $28,814 | $22,768.62 | -$6,045.38 | -20.98% |
| JS Joseph Shenton Permanent Capital Management LP | 446 | $225,786.33 | $241,781.06 | $15,994.73 | 7.08% |
| SS Scott Schroeder Longaeva Partners LP | 6,271 | $4.28M | $3.4M | -$878,755.19 | -20.54% |
| BM Berkeley Meredith Hughes Financial Services LLC | 15 | $7,765.96 | $8,131.65 | $365.69 | 4.71% |
HMV Wealth Advisors LLC HMV Wealth Advisors LLC | 648 | $304,100 | $351,287.28 | $47,187.28 | 15.52% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 34 | $16,450 | $18,431.74 | $1,981.74 | 12.05% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 439 | $208,009.3 | $237,986.29 | $29,976.99 | 14.41% |