| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSI Clark & Stuart Inc. Clark & Stuart Inc. | 635 | $207,842 | $276,555.2 | $68,713.2 | 33.06% |
Brian Griffin Friday Financial | 510 | $207,708 | $221,350.2 | $13,642.2 | 6.57% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 6,139 | $1.76M | $2.68M | $914,215.01 | 51.83% |
VestGen Advisors LLC VestGen Advisors LLC | 7,473 | $2.48M | $3.3M | $816,447.02 | 32.94% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 1,698 | $578,057.69 | $741,244.92 | $163,187.23 | 28.23% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 1,314 | $366,841.49 | $576,819.72 | $209,978.23 | 57.24% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 300 | $78,192 | $130,206 | $52,014 | 66.52% |
Mark T. Williams InvesTrust | 851 | $220,664.05 | $370,627.52 | $149,963.47 | 67.96% |
Allyson Mickool Florida Financial Advisors LLC | 600 | $211,506.4 | $260,880 | $49,373.6 | 23.34% |
Tony Edwards BankPlus Wealth Management LLC | 2,762 | $784,796.78 | $1.2M | $413,994.08 | 52.75% |
Scott Arwin Ring Mountain Capital LLC | 670 | $223,840.49 | $294,284.1 | $70,443.61 | 31.47% |
Elizabeth Arce Sovran Advisors LLC | 3,667 | $1.05M | $1.59M | $539,332.56 | 51.22% |
Westmount Partners LLC Westmount Partners LLC | 3,735 | $1.05M | $1.62M | $577,369.77 | 55.17% |
| EJK Edward J. King Graney & King LLC | 150 | $39,096 | $65,238 | $26,142 | 66.87% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 67 | $18,906.89 | $29,098.77 | $10,191.88 | 53.91% |
Bradley Wilson Crews Bank & Trust | 3,433 | $894,777.49 | $1.49M | $596,522.86 | 66.67% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 13,128 | $3.92M | $5.77M | $1.85M | 47.1% |
Camaron Barta BXM Wealth LLC | 1,594 | $538,266.81 | $696,275.14 | $158,008.33 | 29.36% |
| KS Katherine Simmonds Conquis Financial LLC | 354 | $92,267 | $155,890.98 | $63,623.98 | 68.96% |
| RN Ron New Whipplewood Advisors LLC | 49 | $17,240.76 | $21,274.82 | $4,034.06 | 23.4% |