| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Wealth Capital Management LLC One Wealth Capital Management LLC | 8,550 | $837,704.51 | $832,342.5 | -$5,362.01 | -0.64% |
Mark T. Williams InvesTrust | 20,143 | $1.84M | $1.95M | $116,088.25 | 6.32% |
Allyson Mickool Florida Financial Advisors LLC | 3,045 | $258,679.32 | $295,334.55 | $36,655.23 | 14.17% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 3,572 | $325,913.29 | $346,596.88 | $20,683.59 | 6.35% |
Elizabeth Arce Sovran Advisors LLC | 6,235 | $615,801.48 | $603,610.35 | -$12,191.13 | -1.98% |
Westmount Partners LLC Westmount Partners LLC | 3,979 | $392,225.55 | $386,241.53 | -$5,984.02 | -1.53% |
| EJK Edward J. King Graney & King LLC | 285 | $26,041.17 | $27,613.65 | $1,572.48 | 6.04% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 190 | $17,403.87 | $18,409.1 | $1,005.23 | 5.78% |
Bradley Wilson Crews Bank & Trust | 3,237 | $295,380.96 | $313,406.34 | $18,025.38 | 6.1% |
| PW Potentia Wealth Potentia Wealth | 4,124 | $376,315.45 | $400,667.22 | $24,351.77 | 6.47% |
| JB Joshalyn Baca TigerOak Management LLC | 5,317 | $485,176.07 | $521,517.94 | $36,341.87 | 7.49% |
| JW Jeffrey Waters OFC Financial Planning LLC | 2,144 | $219,086 | $208,203.84 | -$10,882.16 | -4.97% |
Cache Advisors LLC Cache Advisors LLC | 8,956 | $874,545.79 | $873,389.12 | -$1,156.67 | -0.13% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 5,849 | $535,794.52 | $571,773.67 | $35,979.15 | 6.72% |
| MM Michael McCracken MFG Wealth Management Inc. | 33,422 | $2.94M | $3.28M | $335,934.77 | 11.42% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 6,936 | $632,909.78 | $680,421.6 | $47,511.82 | 7.51% |
| WAM Wernau Asset Management Inc. Wernau Asset Management Inc. | 2,785 | $254,962.5 | $271,593.2 | $16,630.7 | 6.52% |
| FLP Financial Life Planners Financial Life Planners | 17 | $1,513 | $1,646.96 | $133.96 | 8.85% |
| AFI Atala Financial Inc. Atala Financial Inc. | 2,421 | $218,192 | $237,451.68 | $19,259.68 | 8.83% |
Samira Kadam Synergy Investment Management LLC | 269 | $24,872.25 | $26,189.84 | $1,317.59 | 5.3% |