| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carol Somoano Asset Planning Inc. | 1,171 | $192,064.98 | $401,629.59 | $209,564.61 | 109.11% |
REAP Financial Group LLC REAP Financial Group LLC | 397 | $72,952.99 | $135,130.86 | $62,177.87 | 85.23% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 796 | $271,377 | $279,240.78 | $7,863.78 | 2.9% |
VestGen Advisors LLC VestGen Advisors LLC | 23,311 | $5.11M | $8.59M | $3.48M | 68.08% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 711 | $242,465 | $244,982.16 | $2,517.16 | 1.04% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 621 | $211,773 | $229,312.82 | $17,539.82 | 8.28% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 140 | $24,040.43 | $47,702.2 | $23,661.77 | 98.42% |
Allyson Mickool Florida Financial Advisors LLC | 1,684 | $327,112.98 | $575,742.76 | $248,629.78 | 76.01% |
Grant Reeves CVFG LLC | 645 | $219,959 | $220,144.95 | $185.95 | 0.08% |
Tony Edwards BankPlus Wealth Management LLC | 2,645 | $480,847.92 | $984,336.75 | $503,488.83 | 104.71% |
Lionel Daguzan Wormser Freres Gestion | 33,740 | $6.9M | $12.41M | $5.51M | 79.84% |
Elizabeth Arce Sovran Advisors LLC | 2,497 | $431,241.54 | $852,800.41 | $421,558.87 | 97.75% |
Westmount Partners LLC Westmount Partners LLC | 5,100 | $907,982 | $1.75M | $843,307 | 92.88% |
| EJK Edward J. King Graney & King LLC | 820 | $138,473.48 | $281,005.8 | $142,532.32 | 102.93% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 575 | $228,453 | $213,474.5 | -$14,978.5 | -6.56% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 678 | $224,981 | $250,239.43 | $25,258.43 | 11.23% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,868 | $339,900.9 | $636,464.96 | $296,564.06 | 87.25% |
Bradley Wilson Crews Bank & Trust | 85 | $18,659.47 | $28,997.75 | $10,338.28 | 55.41% |
SummitTX Capital LP SummitTX Capital LP | 8,561 | $2.92M | $2.94M | $17,464.66 | 0.6% |
Camaron Barta BXM Wealth LLC | 1,968 | $382,093.44 | $691,555.2 | $309,461.76 | 80.99% |