| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 6,103 | $2.93M | $3.25M | $311,709.1 | 10.63% |
Vantage Point Financial LLC Vantage Point Financial LLC | 1,555 | $737,369.89 | $826,233.7 | $88,863.81 | 12.05% |
Manuka Financial LLC Manuka Financial LLC | 641 | $298,391.1 | $337,204.46 | $38,813.36 | 13.01% |
Tandem Financial LLC Tandem Financial LLC | 1,138 | $556,535.02 | $601,774.39 | $45,239.37 | 8.13% |
Lyn Dippel Curio Wealth LLC | 899 | $445,613.97 | $474,528.19 | $28,914.22 | 6.49% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 5,165 | $2.45M | $2.74M | $281,339.11 | 11.46% |
| MWG Martin Worley Group Martin Worley Group | 1,636 | $744,750.27 | $863,808 | $119,057.73 | 15.99% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 800 | $415,372.32 | $421,331.98 | $5,959.66 | 1.43% |
Pollock Investment Advisors LLC Pollock Investment Advisors LLC | 535 | $242,504.92 | $284,101.07 | $41,596.15 | 17.15% |
VestGen Advisors LLC VestGen Advisors LLC | 32,652 | $17.05M | $17.26M | $204,123.56 | 1.2% |
Aaron Byrd Inkwell Capital LLC | 13,942 | $6.32M | $7.38M | $1.06M | 16.84% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 1,246 | $588,484.61 | $659,408.12 | $70,923.51 | 12.05% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 561 | $269,586.48 | $296,348.25 | $26,761.77 | 9.93% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 3,037 | $1.38M | $1.61M | $235,002.75 | 17.07% |
Allyson Mickool Florida Financial Advisors LLC | 4,956 | $2.52M | $2.62M | $101,922.92 | 4.05% |
Grant Reeves CVFG LLC | 4,542 | $2.21M | $2.4M | $196,927.77 | 8.92% |
Tony Edwards BankPlus Wealth Management LLC | 1,194 | $578,692.75 | $631,578.24 | $52,885.49 | 9.14% |
| CAL Caxton Associates LLP Caxton Associates LLP | 4,169 | $2.08M | $2.21M | $130,555.12 | 6.29% |
Scott Arwin Ring Mountain Capital LLC | 3,886 | $1.95M | $2.05M | $99,576.47 | 5.1% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 769 | $348,572.63 | $407,270.09 | $58,697.46 | 16.84% |