| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIA Pollock Investment Advisors LLC Pollock Investment Advisors LLC | 3,687 | $1.17M | $1.16M | -$8,848.36 | -0.76% |
| VAL VestGen Advisors LLC VestGen Advisors LLC | 17,699 | $6.18M | $5.55M | -$630,420.19 | -10.2% |
| OWC One Wealth Capital Management LLC One Wealth Capital Management LLC | 5,274 | $1.7M | $1.65M | -$44,400.58 | -2.61% |
| KWL Keyvantage Wealth LLC Keyvantage Wealth LLC | 638 | $223,594.26 | $200,102.32 | -$23,491.94 | -10.51% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 214 | $69,076 | $67,118.96 | -$1,957.04 | -2.83% |
| AM Allyson Mickool Florida Financial Advisors LLC | 5,488 | $1.88M | $1.72M | -$159,150.13 | -8.46% |
| GR Grant Reeves CVFG LLC | 2,209 | $713,875.1 | $692,830.76 | -$21,044.34 | -2.95% |
| TE Tony Edwards BankPlus Wealth Management LLC | 4,039 | $1.27M | $1.27M | -$1,727.42 | -0.14% |
| LD Lionel Daguzan Wormser Freres Gestion | 31,284 | $8.41M | $9.81M | $1.4M | 16.71% |
| SA Scott Arwin Ring Mountain Capital LLC | 1,975 | $638,354.61 | $619,439 | -$18,915.61 | -2.96% |
| EA Elizabeth Arce Sovran Advisors LLC | 7,702 | $2.45M | $2.42M | -$35,281.09 | -1.44% |
| WPL Westmount Partners LLC Westmount Partners LLC | 6,404 | $1.42M | $2.01M | $589,785.6 | 41.57% |
| EJK Edward J. King Graney & King LLC | 1,243 | $394,318.62 | $389,854.52 | -$4,464.1 | -1.13% |
| RL Rajendra Lachman Berbice Capital Management LLC | 17,412 | $5.5M | $5.46M | -$43,487.45 | -0.79% |
| JB Jeff Burrow Sierra Ocean LLC | 891 | $281,148.65 | $279,453.24 | -$1,695.41 | -0.6% |
| MP Megan Parrish Berkeley Inc. | 51,486 | $12.94M | $16.15M | $3.21M | 24.77% |
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,153 | $364,492.29 | $361,626.92 | -$2,865.37 | -0.79% |
| JS Jeffrey Socha Entrewealth LLC | 2,264 | $772,502.48 | $710,080.96 | -$62,421.52 | -8.08% |
| MP Marcus Pimentel SLT Holdings LLC | 933 | $320,169.77 | $292,626.12 | -$27,543.65 | -8.6% |
| BW Bradley Wilson Crews Bank & Trust | 20,677 | $6.53M | $6.49M | -$49,624.34 | -0.76% |