| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keyvantage Wealth LLC Keyvantage Wealth LLC | 1,993 | $813,524.45 | $721,226.84 | -$92,297.61 | -11.35% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,217 | $463,596.18 | $427,939.79 | -$35,656.39 | -7.69% |
Sincerus Advisory LLC Sincerus Advisory LLC | 582 | $239,525.74 | $209,618.94 | -$29,906.8 | -12.49% |
Allyson Mickool Florida Financial Advisors LLC | 5,883 | $2.6M | $2.09M | -$509,884.11 | -19.57% |
Grant Reeves CVFG LLC | 4,559 | $1.61M | $1.63M | $23,236.34 | 1.45% |
Tony Edwards BankPlus Wealth Management LLC | 758 | $267,681.81 | $277,587.18 | $9,905.37 | 3.7% |
Scott Arwin Ring Mountain Capital LLC | 12,580 | $5.57M | $4.56M | -$1.01M | -18.13% |
Elizabeth Arce Sovran Advisors LLC | 14,971 | $5.48M | $5.29M | -$186,734.84 | -3.41% |
Westmount Partners LLC Westmount Partners LLC | 7,531 | $2.18M | $2.7M | $516,010.21 | 23.62% |
| EJK Edward J. King Graney & King LLC | 932 | $338,965.92 | $330,794.76 | -$8,171.16 | -2.41% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 766 | $260,766.59 | $277,920.12 | $17,153.53 | 6.58% |
| JB Jeff Burrow Sierra Ocean LLC | 1,200 | $481,261.21 | $432,366 | -$48,895.21 | -10.16% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 1,578 | $633,387.06 | $571,046.64 | -$62,340.42 | -9.84% |
| PB Paul Barry Stark Wealth Management LLC | 1,196 | $483,212.11 | $424,161.4 | -$59,050.71 | -12.22% |
| MP Megan Parrish Berkeley Inc. | 725 | $326,047 | $261,021.75 | -$65,025.25 | -19.94% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 2,019 | $764,629.21 | $712,848.33 | -$51,780.88 | -6.77% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 477 | $200,626 | $171,925.11 | -$28,700.89 | -14.31% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 2,026 | $777,851.34 | $729,876.63 | -$47,974.71 | -6.17% |
| JS Jeffrey Socha Entrewealth LLC | 1,961 | $834,114.86 | $702,332.15 | -$131,782.71 | -15.8% |
| MP Marcus Pimentel SLT Holdings LLC | 6,329 | $2.15M | $2.29M | $147,911.54 | 6.89% |