| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 53,815 | $3.29M | $5.32M | $2.03M | 61.87% |
Jefferson H. West Legacy Investment Solutions LLC | 8,202 | $538,905.42 | $808,963.26 | $270,057.84 | 50.11% |
| VRI Valued Retirements Inc. Valued Retirements Inc. | 3,473 | $258,631.86 | $357,545.35 | $98,913.49 | 38.24% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 17,991 | $1.27M | $1.8M | $531,557.96 | 41.79% |
| ABA Abraham Blas Arce FFG Partners LLC | 7,625 | $786,061 | $789,416.25 | $3,355.25 | 0.43% |
| SL Sharpepoint LLC Sharpepoint LLC | 4,556 | $325,444.23 | $466,579.96 | $141,135.73 | 43.37% |
| PS Paula Spurgeon BankPlus Trust Department | 340 | $25,697 | $33,398.2 | $7,701.2 | 29.97% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 1,710 | $112,673.31 | $168,120.53 | $55,447.22 | 49.21% |
REAP Financial Group LLC REAP Financial Group LLC | 3,790 | $232,237.1 | $371,988.5 | $139,751.4 | 60.18% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 13,131 | $845,210.5 | $1.35M | $504,787.61 | 59.72% |
VestGen Advisors LLC VestGen Advisors LLC | 44,041 | $3.11M | $4.52M | $1.41M | 45.5% |
Elizabeth Arce Sovran Advisors LLC | 22,566 | $1.52M | $2.22M | $700,839.13 | 46.18% |
Bradley Wilson Crews Bank & Trust | 555 | $34,965 | $54,595.74 | $19,630.74 | 56.14% |
| RN Ron New Whipplewood Advisors LLC | 1,015 | $68,794.7 | $99,846.26 | $31,051.56 | 45.14% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 2,125 | $219,066 | $209,992.5 | -$9,073.5 | -4.14% |
BostonPremier Wealth LLC BostonPremier Wealth LLC | 2,267 | $233,713 | $224,024.94 | -$9,688.06 | -4.15% |
Samira Kadam Synergy Investment Management LLC | 2,753 | $176,558.29 | $282,595.45 | $106,037.16 | 60.06% |
Heather LeVar Roxbury Financial LLC | 495 | $31,371.62 | $48,923.32 | $17,551.7 | 55.95% |
Crux Wealth Advisors Crux Wealth Advisors | 3,047 | $273,776 | $305,461.75 | $31,685.75 | 11.57% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 1,950 | $201,026 | $196,179.75 | -$4,846.25 | -2.41% |