| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Wealth Capital Management LLC One Wealth Capital Management LLC | 1,437 | $952,196.66 | $1.11M | $152,813.23 | 16.05% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,644 | $963,240.69 | $1.25M | $291,394.35 | 30.25% |
Mark T. Williams InvesTrust | 904 | $533,156.69 | $693,838.08 | $160,681.39 | 30.14% |
Sincerus Advisory LLC Sincerus Advisory LLC | 30,399 | $17.87M | $23.4M | $5.53M | 30.93% |
Allyson Mickool Florida Financial Advisors LLC | 10,084 | $6.72M | $7.73M | $1.01M | 14.99% |
Grant Reeves CVFG LLC | 9,344 | $5.52M | $7.17M | $1.65M | 29.96% |
Tony Edwards BankPlus Wealth Management LLC | 5,013 | $2.94M | $3.87M | $936,604.01 | 31.88% |
Scott Arwin Ring Mountain Capital LLC | 2,054 | $1.49M | $1.59M | $96,399.65 | 6.47% |
Elizabeth Arce Sovran Advisors LLC | 32,419 | $19.94M | $24.77M | $4.82M | 24.18% |
Westmount Partners LLC Westmount Partners LLC | 14,760 | $6.65M | $11.33M | $4.68M | 70.31% |
| EJK Edward J. King Graney & King LLC | 1,511 | $885,619.55 | $1.16M | $272,214.42 | 30.74% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 4,711 | $1.78M | $3.64M | $1.85M | 103.99% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 332 | $225,628.67 | $255,928.84 | $30,300.17 | 13.43% |
| PB Paul Barry Stark Wealth Management LLC | 2,680 | $1.83M | $2.05M | $218,192.25 | 11.94% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,063 | $632,376.99 | $812,275.5 | $179,898.51 | 28.45% |
Prime Buchholz LLC Prime Buchholz LLC | 11,909 | $8.89M | $9.08M | $183,417.44 | 2.06% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 508 | $346,415.35 | $391,068.57 | $44,653.22 | 12.89% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 414 | $242,343.42 | $318,726.18 | $76,382.76 | 31.52% |
| JS Jeffrey Socha Entrewealth LLC | 3,478 | $2.47M | $2.67M | $199,027.61 | 8.06% |
| MP Marcus Pimentel SLT Holdings LLC | 833 | $501,708.54 | $642,901.05 | $141,192.51 | 28.14% |