| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTI Four Tree Island Advisory LLC Four Tree Island Advisory LLC | 3,384 | $603,724.26 | $734,564.88 | $130,840.65 | 21.67% |
| BCL Bayforest Capital Ltd. Bayforest Capital Ltd. | 665 | $144,631 | $144,351.55 | -$279.44 | -0.19% |
| CS Carol Somoano Asset Planning Inc. | 2,686 | $505,378.85 | $583,050.02 | $77,671.19 | 15.37% |
| RFG REAP Financial Group LLC REAP Financial Group LLC | 1,996 | $395,355.72 | $433,271.72 | $37,916.02 | 9.59% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 1,328 | $303,373.62 | $288,268.96 | -$15,104.65 | -4.98% |
| VPF Vantage Point Financial LLC Vantage Point Financial LLC | 1,476 | $275,004.88 | $320,395.32 | $45,390.45 | 16.5% |
| RAL RoundAngle Advisors LLC RoundAngle Advisors LLC | 10,445 | $1.89M | $2.27M | $381,840.04 | 20.25% |
| LD Lyn Dippel Curio Wealth LLC | 215 | $39,908.61 | $46,670.05 | $6,761.44 | 16.94% |
| BMW Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 8,800 | $1.68M | $1.91M | $232,543.07 | 13.86% |
| KRW Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 1,082 | $208,150.01 | $234,869.74 | $26,719.74 | 12.84% |
| VAL VestGen Advisors LLC VestGen Advisors LLC | 49,636 | $10.51M | $10.77M | $268,972.02 | 2.56% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 940 | $167,392.13 | $204,045.8 | $36,653.68 | 21.9% |
| MTW Mark T. Williams InvesTrust | 8,185 | $1.44M | $1.78M | $334,364.18 | 23.18% |
| AM Allyson Mickool Florida Financial Advisors LLC | 2,838 | $544,997.4 | $616,044.66 | $71,047.29 | 13.04% |
| GR Grant Reeves CVFG LLC | 1,400 | $250,472.33 | $303,898 | $53,425.69 | 21.33% |
| TE Tony Edwards BankPlus Wealth Management LLC | 4,633 | $849,130.22 | $1.01M | $156,555.14 | 18.44% |
| SA Scott Arwin Ring Mountain Capital LLC | 1,885 | $338,314.09 | $409,176.95 | $70,862.88 | 20.95% |
| EFL Envision Financial LLC Envision Financial LLC | 1,043 | $226,842 | $226,404.01 | -$437.98 | -0.19% |
| EA Elizabeth Arce Sovran Advisors LLC | 7,078 | $1.36M | $1.54M | $174,481.4 | 12.81% |
| WPL Westmount Partners LLC Westmount Partners LLC | 12,184 | $2.37M | $2.64M | $276,438.6 | 11.67% |