| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Warmkessel Grange Capital LLC | 585 | $220,941 | $227,728.8 | $6,787.8 | 3.07% |
Carol Somoano Asset Planning Inc. | 406 | $97,116.69 | $158,047.68 | $60,930.99 | 62.74% |
REAP Financial Group LLC REAP Financial Group LLC | 1,730 | $430,640.92 | $673,454.4 | $242,813.48 | 56.38% |
Patrick Byrne Aspetuck Financial Management LLC | 12,576 | $2.92M | $5.31M | $2.39M | 82.07% |
Brian Griffin Friday Financial | 1,893 | $561,782.38 | $736,907.04 | $175,124.66 | 31.17% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 1,534 | $353,556.11 | $597,155.52 | $243,599.41 | 68.9% |
Vantage Point Financial LLC Vantage Point Financial LLC | 1,392 | $465,049.77 | $547,042.07 | $81,992.3 | 17.63% |
Tandem Financial LLC Tandem Financial LLC | 832 | $257,412.54 | $326,967.67 | $69,555.13 | 27.02% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 15,266 | $3.54M | $5.94M | $2.4M | 67.91% |
Lyn Dippel Curio Wealth LLC | 943 | $351,175.93 | $403,156.07 | $51,980.14 | 14.8% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 20,522 | $4.68M | $7.99M | $3.31M | 70.62% |
| MWG Martin Worley Group Martin Worley Group | 2,213 | $610,013 | $861,476.64 | $251,463.64 | 41.22% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 2,761 | $553,840.9 | $1.07M | $520,961.18 | 94.06% |
VestGen Advisors LLC VestGen Advisors LLC | 93,582 | $23.03M | $39.53M | $16.5M | 71.63% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 28,290 | $8.37M | $11.01M | $2.65M | 31.61% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 2,558 | $665,088.62 | $1.08M | $415,410.58 | 62.46% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 38 | $13,152 | $14,792.64 | $1,640.64 | 12.47% |
Sincerus Advisory LLC Sincerus Advisory LLC | 765 | $253,239.83 | $297,799.2 | $44,559.37 | 17.6% |
Allyson Mickool Florida Financial Advisors LLC | 10,680 | $3.17M | $4.57M | $1.4M | 44.03% |
Grant Reeves CVFG LLC | 3,082 | $926,103.2 | $1.3M | $375,733.6 | 40.57% |