| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vantage Point Financial LLC Vantage Point Financial LLC | 1,932 | $561,955.28 | $680,373.12 | $118,417.84 | 21.07% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 4,740 | $1.34M | $1.68M | $345,230.56 | 25.85% |
Lyn Dippel Curio Wealth LLC | 39 | $12,244.85 | $13,748.67 | $1,503.82 | 12.28% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 601 | $209,028 | $211,648.16 | $2,620.16 | 1.25% |
VestGen Advisors LLC VestGen Advisors LLC | 8,185 | $2.41M | $2.89M | $479,120.62 | 19.91% |
Allyson Mickool Florida Financial Advisors LLC | 1,448 | $428,655.54 | $509,927.68 | $81,272.14 | 18.96% |
Grant Reeves CVFG LLC | 22,477 | $7.33M | $7.92M | $589,598.32 | 8.05% |
Elizabeth Arce Sovran Advisors LLC | 2,615 | $772,122.23 | $920,898.4 | $148,776.17 | 19.27% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 85 | $24,915.77 | $29,933.6 | $5,017.83 | 20.14% |
Bradley Wilson Crews Bank & Trust | 248 | $68,522.48 | $87,335.68 | $18,813.2 | 27.46% |
| RN Ron New Whipplewood Advisors LLC | 70 | $22,732.43 | $24,651.2 | $1,918.77 | 8.44% |
| JB Joshalyn Baca TigerOak Management LLC | 3,963 | $1.1M | $1.4M | $300,335.8 | 27.42% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 24,307 | $6.86M | $8.62M | $1.75M | 25.56% |
| MK Matthew Klein Matauro LLC | 758 | $247,022 | $268,703.41 | $21,681.41 | 8.78% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 2,173 | $649,913.02 | $771,958.25 | $122,045.23 | 18.78% |
| IAL IFC Advisors LLC IFC Advisors LLC | 1,309 | $361,716.11 | $465,022.25 | $103,306.14 | 28.56% |
| FLP Financial Life Planners Financial Life Planners | 158 | $51,497 | $55,641.28 | $4,144.28 | 8.05% |
BostonPremier Wealth LLC BostonPremier Wealth LLC | 1,223 | $369,333.98 | $434,470.75 | $65,136.77 | 17.64% |
| SK Samira Kadam Synergy Investment Management LLC | 32 | $10,430 | $11,269.12 | $839.12 | 8.05% |
| SLB Susan L. Bloom Kentucky Trust Co | 13 | $4,430 | $4,578.08 | $148.08 | 3.34% |