| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Wealth Capital Management LLC One Wealth Capital Management LLC | 2,238 | $505,348.92 | $491,196.24 | -$14,152.68 | -2.8% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 335 | $64,604.75 | $72,293 | $7,688.25 | 11.9% |
Mark T. Williams InvesTrust | 3,510 | $675,780.38 | $770,374.8 | $94,594.42 | 14% |
Allyson Mickool Florida Financial Advisors LLC | 2,455 | $510,797.94 | $529,789 | $18,991.06 | 3.72% |
Grant Reeves CVFG LLC | 1,794 | $348,234.73 | $393,747.12 | $45,512.39 | 13.07% |
Tony Edwards BankPlus Wealth Management LLC | 1,704 | $416,307.16 | $367,723.2 | -$48,583.96 | -11.67% |
| CAL Caxton Associates LLP Caxton Associates LLP | 4,198 | $886,033.45 | $906,809.98 | $20,776.53 | 2.34% |
Westmount Partners LLC Westmount Partners LLC | 1,486 | $274,560.3 | $326,147.28 | $51,586.98 | 18.79% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 272 | $55,616.74 | $58,697.6 | $3,080.86 | 5.54% |
Bradley Wilson Crews Bank & Trust | 1,132 | $218,306 | $244,285.6 | $25,979.6 | 11.9% |
| RN Ron New Whipplewood Advisors LLC | 17 | $3,537.57 | $3,668.6 | $131.03 | 3.7% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 13,966 | $2.7M | $3M | $301,366.31 | 11.15% |
George Hall II One8Zero8 LLC | 2,879 | $555,215.46 | $631,882.92 | $76,667.46 | 13.81% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 4,945 | $946,359.1 | $1.09M | $138,969.5 | 14.68% |
| FLP Financial Life Planners Financial Life Planners | 148 | $30,891.91 | $31,938.4 | $1,046.49 | 3.39% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 1,600 | $308,560 | $343,488 | $34,928 | 11.32% |
Samira Kadam Synergy Investment Management LLC | 138 | $34,292 | $29,903.22 | -$4,388.78 | -12.8% |
Centerpoint Advisory Group Centerpoint Advisory Group | 1,345 | $259,383.97 | $289,121.2 | $29,737.23 | 11.46% |
| SLB Susan L. Bloom Kentucky Trust Co | 17,177 | $3.31M | $3.69M | $379,439.83 | 11.45% |
Heather LeVar Roxbury Financial LLC | 1,193 | $230,076.05 | $257,449.4 | $27,373.35 | 11.9% |