| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pollock Investment Advisors LLC Pollock Investment Advisors LLC | 4,037 | $676,803.41 | $643,094.1 | -$33,709.31 | -4.98% |
VestGen Advisors LLC VestGen Advisors LLC | 32,308 | $5.37M | $5.09M | -$273,960.37 | -5.1% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 3,025 | $443,586 | $482,003.5 | $38,417.5 | 8.66% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 2,053 | $331,054.33 | $322,628.95 | -$8,425.38 | -2.55% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 21,128 | $3.54M | $3.34M | -$197,333.01 | -5.57% |
Mark T. Williams InvesTrust | 13,754 | $2.3M | $2.19M | -$115,084.02 | -5% |
Allyson Mickool Florida Financial Advisors LLC | 5,141 | $784,254.53 | $814,642.86 | $30,388.33 | 3.87% |
Grant Reeves CVFG LLC | 8,631 | $1.33M | $1.37M | $40,222.46 | 3.02% |
Tony Edwards BankPlus Wealth Management LLC | 7,567 | $1.26M | $1.2M | -$67,698.58 | -5.36% |
| CAL Caxton Associates LLP Caxton Associates LLP | 2,081 | $305,158 | $329,547.16 | $24,389.16 | 7.99% |
Elizabeth Arce Sovran Advisors LLC | 8,997 | $1.41M | $1.42M | $15,404.33 | 1.09% |
Westmount Partners LLC Westmount Partners LLC | 15,517 | $2.32M | $2.47M | $142,388.55 | 6.13% |
| EJK Edward J. King Graney & King LLC | 1,952 | $327,277.03 | $309,118.72 | -$18,158.31 | -5.55% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 1,750 | $287,087.62 | $276,613.75 | -$10,473.87 | -3.65% |
| JB Jeff Burrow Sierra Ocean LLC | 1,753 | $285,730.94 | $276,658.46 | -$9,072.48 | -3.18% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 2,017 | $334,886.14 | $316,971.55 | -$17,914.59 | -5.35% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 217 | $33,920.76 | $34,331.57 | $410.81 | 1.21% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 13,176 | $2.13M | $2.07M | -$61,048.9 | -2.86% |
Bradley Wilson Crews Bank & Trust | 11,078 | $1.85M | $1.75M | -$92,553.33 | -5.01% |
SummitTX Capital LP SummitTX Capital LP | 22,601 | $3.25M | $3.58M | $335,536.52 | 10.34% |