| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lyn Dippel Curio Wealth LLC | 1,324 | $189,192.02 | $640,127.53 | $450,935.51 | 238.35% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 3,879 | $449,834.7 | $1.85M | $1.4M | 310.59% |
VestGen Advisors LLC VestGen Advisors LLC | 32,455 | $4.33M | $15.45M | $11.13M | 257.08% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 636 | $369,459 | $302,831.39 | -$66,627.61 | -18.03% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,250 | $160,499.97 | $595,187.49 | $434,687.52 | 270.83% |
Sincerus Advisory LLC Sincerus Advisory LLC | 617 | $358,421 | $293,784.54 | -$64,636.46 | -18.03% |
Allyson Mickool Florida Financial Advisors LLC | 12,091 | $2.33M | $5.85M | $3.51M | 150.74% |
Grant Reeves CVFG LLC | 27,788 | $5.67M | $13.23M | $7.56M | 133.35% |
| CAL Caxton Associates LLP Caxton Associates LLP | 1.24M | $266.35M | $592.19M | $325.84M | 122.33% |
Scott Arwin Ring Mountain Capital LLC | 9,064 | $1.48M | $4.32M | $2.84M | 192.59% |
Elizabeth Arce Sovran Advisors LLC | 9,268 | $2.46M | $4.41M | $1.96M | 79.68% |
Westmount Partners LLC Westmount Partners LLC | 2,473 | $671,023.6 | $1.18M | $506,495.33 | 75.48% |
| EJK Edward J. King Graney & King LLC | 181 | $48,523.26 | $87,509.88 | $38,986.62 | 80.35% |
| RL Rajendra Lachman Berbice Capital Management LLC | 1,226 | $162,957.04 | $583,759.89 | $420,802.85 | 258.23% |
| JB Jeff Burrow Sierra Ocean LLC | 840 | $487,964 | $406,123.21 | -$81,840.79 | -16.77% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 2,532 | $345,101.44 | $1.21M | $860,510.33 | 249.35% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 506 | $293,940 | $244,640.89 | -$49,299.11 | -16.77% |
| MP Marcus Pimentel SLT Holdings LLC | 5,493 | $1.07M | $2.62M | $1.55M | 144.56% |
Bradley Wilson Crews Bank & Trust | 3,490 | $507,502.65 | $1.66M | $1.15M | 227.44% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 4,977 | $864,397.23 | $2.37M | $1.51M | 174.16% |