| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kay Dee Cole Clarity Wealth Development LLC | 264 | $280,777 | $192,126 | -$88,651 | -31.57% |
Brian Griffin Friday Financial | 339 | $147,376.35 | $249,334.5 | $101,958.15 | 69.18% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 437 | $209,121.75 | $323,740.53 | $114,618.78 | 54.81% |
Vantage Point Financial LLC Vantage Point Financial LLC | 6,230 | $2.3M | $4.6M | $2.3M | 100.12% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 1,570 | $917,585.13 | $1.16M | $239,975.87 | 26.15% |
Cameron J. Penney Penney Financial LLC | 202 | $214,708 | $147,051.96 | -$67,656.04 | -31.51% |
VestGen Advisors LLC VestGen Advisors LLC | 14,885 | $7.34M | $10.85M | $3.51M | 47.74% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 353 | $375,910 | $259,617.38 | -$116,292.62 | -30.94% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 501 | $533,515 | $366,261.06 | -$167,253.94 | -31.35% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 373 | $135,252.31 | $273,949.85 | $138,697.54 | 102.55% |
Allyson Mickool Florida Financial Advisors LLC | 8,147 | $6.33M | $5.99M | -$339,458.44 | -5.36% |
Grant Reeves CVFG LLC | 13,060 | $9.25M | $9.63M | $377,946.86 | 4.08% |
Tony Edwards BankPlus Wealth Management LLC | 1,134 | $412,960.27 | $831,879.72 | $418,919.45 | 101.44% |
Scott Arwin Ring Mountain Capital LLC | 997 | $495,784.57 | $734,769.06 | $238,984.49 | 48.2% |
Elizabeth Arce Sovran Advisors LLC | 2,509 | $990,277.91 | $1.85M | $857,675.86 | 86.61% |
Westmount Partners LLC Westmount Partners LLC | 1,859 | $451,627.48 | $1.37M | $920,240.16 | 203.76% |
| EJK Edward J. King Graney & King LLC | 303 | $110,932.79 | $223,062.54 | $112,129.75 | 101.08% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 2,350 | $1.37M | $1.71M | $342,360.5 | 25.05% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 285 | $201,876.64 | $209,628.9 | $7,752.26 | 3.84% |
| JB Jeff Burrow Sierra Ocean LLC | 353 | $202,578.51 | $256,676.89 | $54,098.38 | 26.7% |