| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sincerus Advisory LLC Sincerus Advisory LLC | 30,511 | $17.94M | $22.84M | $4.9M | 27.33% |
Allyson Mickool Florida Financial Advisors LLC | 10,348 | $6.89M | $7.69M | $797,087.92 | 11.56% |
Grant Reeves CVFG LLC | 10,908 | $6.43M | $8.11M | $1.68M | 26.04% |
Tony Edwards BankPlus Wealth Management LLC | 5,132 | $3.01M | $3.81M | $800,720.46 | 26.62% |
Scott Arwin Ring Mountain Capital LLC | 554 | $369,333.33 | $411,782.65 | $42,449.32 | 11.49% |
Elizabeth Arce Sovran Advisors LLC | 30,498 | $18.52M | $22.67M | $4.15M | 22.39% |
Westmount Partners LLC Westmount Partners LLC | 14,760 | $6.65M | $10.97M | $4.32M | 64.87% |
| EJK Edward J. King Graney & King LLC | 1,535 | $899,681.71 | $1.14M | $241,268.41 | 26.82% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 4,863 | $1.84M | $3.61M | $1.77M | 96.34% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 332 | $225,628.67 | $246,772.27 | $21,143.6 | 9.37% |
| PB Paul Barry Stark Wealth Management LLC | 2,680 | $1.83M | $2.01M | $178,648.85 | 9.78% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,063 | $632,376.99 | $790,117.25 | $157,740.26 | 24.94% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 3,252 | $2.22M | $2.43M | $216,778.39 | 9.78% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 414 | $242,343.42 | $309,912.12 | $67,568.7 | 27.88% |
| JS Jeffrey Socha Entrewealth LLC | 1,149 | $687,377.9 | $860,118.42 | $172,740.52 | 25.13% |
| MP Marcus Pimentel SLT Holdings LLC | 833 | $501,708.54 | $623,567.14 | $121,858.6 | 24.29% |
Bradley Wilson Crews Bank & Trust | 10,075 | $5.91M | $7.49M | $1.58M | 26.67% |
| PW Potentia Wealth Potentia Wealth | 84,978 | $50M | $63.61M | $13.61M | 27.22% |
SummitTX Capital LP SummitTX Capital LP | 723,658 | $481.48M | $537.89M | $56.41M | 11.72% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 1,532 | $955,356.94 | $1.14M | $183,363.31 | 19.19% |