| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keyvantage Wealth LLC Keyvantage Wealth LLC | 1,518 | $280,595 | $268,890.93 | -$11,704.07 | -4.17% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 100 | $12,878 | $17,262 | $4,384 | 34.04% |
Allyson Mickool Florida Financial Advisors LLC | 3,344 | $556,504.78 | $577,241.28 | $20,736.5 | 3.73% |
| CAL Caxton Associates LLP Caxton Associates LLP | 5,901 | $759,930.62 | $1.03M | $269,970.91 | 35.53% |
Elizabeth Arce Sovran Advisors LLC | 44,807 | $6.88M | $7.73M | $849,741.6 | 12.34% |
Westmount Partners LLC Westmount Partners LLC | 10,465 | $1.24M | $1.81M | $562,153.54 | 45.18% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 418 | $65,889.42 | $72,155.16 | $6,265.74 | 9.51% |
Bradley Wilson Crews Bank & Trust | 13,320 | $2.05M | $2.3M | $253,079.73 | 12.37% |
SummitTX Capital LP SummitTX Capital LP | 12,421 | $1.6M | $2.17M | $569,503.04 | 35.6% |
Camaron Barta BXM Wealth LLC | 3,850 | $659,915.27 | $680,911 | $20,995.73 | 3.18% |
| RN Ron New Whipplewood Advisors LLC | 19 | $2,853.95 | $3,279.78 | $425.83 | 14.92% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 3,250 | $502,478.76 | $561,015 | $58,536.24 | 11.65% |
| JB Joshalyn Baca TigerOak Management LLC | 1,789 | $274,826.65 | $308,817.18 | $33,990.53 | 12.37% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,323 | $220,167 | $228,376.26 | $8,209.26 | 3.73% |
Cache Advisors LLC Cache Advisors LLC | 23,726 | $3.63M | $4.1M | $461,422.75 | 12.7% |
| MK Matthew Klein Matauro LLC | 2,587 | $412,023.99 | $446,567.94 | $34,543.95 | 8.38% |
George Hall II One8Zero8 LLC | 14,145 | $2.18M | $2.44M | $260,941.59 | 11.97% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 5,015 | $784,612.87 | $865,689.3 | $81,076.43 | 10.33% |
| IAL IFC Advisors LLC IFC Advisors LLC | 1,375 | $235,193.11 | $237,352.5 | $2,159.39 | 0.92% |
| FLP Financial Life Planners Financial Life Planners | 22 | $2,859 | $3,797.64 | $938.64 | 32.83% |