| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RoundAngle Advisors LLC RoundAngle Advisors LLC | 85,916 | $2.32M | $4.36M | $2.04M | 87.92% |
Lyn Dippel Curio Wealth LLC | 66 | $4,497 | $3,351.48 | -$1,145.52 | -25.47% |
VestGen Advisors LLC VestGen Advisors LLC | 47,430 | $1.99M | $2.41M | $415,300.32 | 20.84% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 12 | $773 | $609.36 | -$163.64 | -21.17% |
Allyson Mickool Florida Financial Advisors LLC | 33,782 | $1.59M | $1.72M | $120,578.98 | 7.56% |
Kyle Rolek Rolek Wealth Management LLC | 4,383 | $280,645.82 | $222,568.74 | -$58,077.08 | -20.69% |
Elizabeth Arce Sovran Advisors LLC | 99,807 | $3.3M | $5.07M | $1.77M | 53.75% |
| EJK Edward J. King Graney & King LLC | 1,005 | $65,303.19 | $51,033.9 | -$14,269.29 | -21.85% |
| RL Rajendra Lachman Berbice Capital Management LLC | 800 | $54,512 | $40,624 | -$13,888 | -25.48% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 750 | $26,740.86 | $38,085 | $11,344.14 | 42.42% |
| MP Marcus Pimentel SLT Holdings LLC | 6,500 | $347,555 | $330,070 | -$17,485 | -5.03% |
Bradley Wilson Crews Bank & Trust | 950 | $38,259.61 | $48,241 | $9,981.39 | 26.09% |
| WAL Wilmar Advisors LLC Wilmar Advisors LLC | 15,000 | $464,850 | $761,700 | $296,850 | 63.86% |
| JB Joshalyn Baca TigerOak Management LLC | 6,532 | $431,020.8 | $331,694.96 | -$99,325.84 | -23.04% |
| MK Matthew Klein Matauro LLC | 4,660 | $197,444.22 | $236,634.8 | $39,190.58 | 19.85% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 8,524 | $549,116.49 | $432,848.72 | -$116,267.77 | -21.17% |
| FLP Financial Life Planners Financial Life Planners | 5,160 | $218,629.97 | $262,024.8 | $43,394.83 | 19.85% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 7,560 | $467,712.35 | $383,896.8 | -$83,815.55 | -17.92% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 50 | $3,407 | $2,539 | -$868 | -25.48% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 4,500 | $290,287.98 | $228,510 | -$61,777.98 | -21.28% |