| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Wealth Capital Management LLC One Wealth Capital Management LLC | 516 | $214,465 | $213,830.39 | -$634.61 | -0.3% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 166 | $54,843.86 | $68,790.4 | $13,946.54 | 25.43% |
Allyson Mickool Florida Financial Advisors LLC | 2,422 | $818,223.22 | $985,899.32 | $167,676.1 | 20.49% |
Grant Reeves CVFG LLC | 4,996 | $1.39M | $2.04M | $652,167.87 | 46.92% |
Lionel Daguzan Wormser Freres Gestion | 65 | $33,521.49 | $26,936 | -$6,585.49 | -19.65% |
| CAL Caxton Associates LLP Caxton Associates LLP | 14,512 | $5.78M | $5.83M | $52,455.62 | 0.91% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 582 | $241,897 | $241,180.79 | -$716.21 | -0.3% |
Elizabeth Arce Sovran Advisors LLC | 3,402 | $1.6M | $1.41M | -$192,188.84 | -12% |
Westmount Partners LLC Westmount Partners LLC | 718 | $298,520 | $297,539.19 | -$980.81 | -0.33% |
| EJK Edward J. King Graney & King LLC | 28 | $11,556.63 | $11,397.68 | -$158.95 | -1.38% |
| RL Rajendra Lachman Berbice Capital Management LLC | 106 | $53,621.16 | $43,926.4 | -$9,694.76 | -18.08% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 1,791 | $891,550.07 | $739,235.25 | -$152,314.82 | -17.08% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 1,975 | $749,707.83 | $818,439.98 | $68,732.15 | 9.17% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 214 | $61,050.7 | $88,681.6 | $27,630.9 | 45.26% |
| MP Marcus Pimentel SLT Holdings LLC | 6,909 | $3.45M | $2.86M | -$590,431.82 | -17.1% |
Bradley Wilson Crews Bank & Trust | 2,262 | $1.13M | $937,372.78 | -$187,769.13 | -16.69% |
SummitTX Capital LP SummitTX Capital LP | 870 | $287,195.7 | $349,505.11 | $62,309.41 | 21.7% |
| RN Ron New Whipplewood Advisors LLC | 152 | $41,129.71 | $62,988.8 | $21,859.09 | 53.15% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 1,498 | $750,740.93 | $620,771.19 | -$129,969.74 | -17.31% |
| JB Joshalyn Baca TigerOak Management LLC | 815 | $412,275.97 | $333,123.1 | -$79,152.87 | -19.2% |