| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 25,268 | $1.88M | $2.18M | $300,675.1 | 15.96% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 8,860 | $741,131.07 | $765,947 | $24,815.93 | 3.35% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 7,111 | $521,177.52 | $614,745.95 | $93,568.43 | 17.95% |
Mark T. Williams InvesTrust | 36,665 | $2.58M | $3.17M | $592,320.23 | 22.98% |
Allyson Mickool Florida Financial Advisors LLC | 21,259 | $1.79M | $1.85M | $67,475.6 | 3.78% |
Grant Reeves CVFG LLC | 5,931 | $472,168 | $512,734.95 | $40,566.95 | 8.59% |
| CAL Caxton Associates LLP Caxton Associates LLP | 24,540 | $2.13M | $2.12M | -$4,916.28 | -0.23% |
Elizabeth Arce Sovran Advisors LLC | 2,530 | $224,620.44 | $218,718.5 | -$5,901.94 | -2.63% |
Westmount Partners LLC Westmount Partners LLC | 31,225 | $1.51M | $2.7M | $1.19M | 79.12% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 3,860 | $162,037.55 | $344,196.2 | $182,158.65 | 112.42% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 3,664 | $264,402.59 | $316,752.8 | $52,350.21 | 19.8% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 525 | $41,801.74 | $45,386.25 | $3,584.51 | 8.58% |
| MAD Michael A. Dubis Financial Planning LLC Michael A. Dubis Financial Planning LLC | 6,492 | $456,000 | $561,233.4 | $105,233.4 | 23.08% |
Bradley Wilson Crews Bank & Trust | 2,231 | $156,705.55 | $192,869.95 | $36,164.4 | 23.08% |
| PW Potentia Wealth Potentia Wealth | 17,112 | $1.2M | $1.48M | $277,385.43 | 23.08% |
SummitTX Capital LP SummitTX Capital LP | 24,650 | $1.96M | $2.13M | $168,605.5 | 8.59% |
Camaron Barta BXM Wealth LLC | 4,097 | $307,788.78 | $354,185.65 | $46,396.87 | 15.07% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 137,751 | $8.2M | $12.02M | $3.82M | 46.59% |
| KS Katherine Simmonds Conquis Financial LLC | 62 | $4,354.87 | $5,359.9 | $1,005.03 | 23.08% |
| RN Ron New Whipplewood Advisors LLC | 281 | $22,370.22 | $24,292.45 | $1,922.23 | 8.59% |