| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NS Nathalie Senent AG2R La Mondiale Gestion D'Actifs | 173,241 | $11.89M | $18.68M | $6.8M | 57.16% |
Carol Somoano Asset Planning Inc. | 10,139 | $606,326.51 | $1.09M | $487,164.64 | 80.35% |
REAP Financial Group LLC REAP Financial Group LLC | 3,477 | $246,231.31 | $373,899.19 | $127,667.88 | 51.85% |
Patrick Byrne Aspetuck Financial Management LLC | 9,936 | $588,302.75 | $1.08M | $495,615.49 | 84.24% |
Brian Griffin Friday Financial | 3,591 | $266,426.54 | $394,417.48 | $127,990.94 | 48.04% |
Vantage Point Financial LLC Vantage Point Financial LLC | 2,829 | $226,148.38 | $306,918.21 | $80,769.83 | 35.72% |
Lyn Dippel Curio Wealth LLC | 6,813 | $474,629.6 | $743,093.91 | $268,464.31 | 56.56% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 20,468 | $1.34M | $2.21M | $864,857.95 | 64.32% |
Pollock Investment Advisors LLC Pollock Investment Advisors LLC | 3,493 | $207,009.36 | $374,327.34 | $167,317.98 | 80.83% |
VestGen Advisors LLC VestGen Advisors LLC | 65,491 | $5.18M | $7.19M | $2.01M | 38.74% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 5,573 | $429,287.91 | $602,385.57 | $173,097.66 | 40.32% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 11,587 | $747,061.42 | $1.27M | $520,788.12 | 69.71% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,229 | $74,357.8 | $132,351.62 | $57,993.82 | 77.99% |
Mark T. Williams InvesTrust | 37,921 | $2.25M | $4.1M | $1.85M | 82.61% |
Allyson Mickool Florida Financial Advisors LLC | 7,668 | $470,447.94 | $826,150.32 | $355,702.38 | 75.61% |
Tony Edwards BankPlus Wealth Management LLC | 7,543 | $459,207.03 | $828,824.84 | $369,617.81 | 80.49% |
| CAL Caxton Associates LLP Caxton Associates LLP | 1,883 | $128,834.87 | $202,573.14 | $73,738.27 | 57.23% |
Scott Arwin Ring Mountain Capital LLC | 2,285 | $267,330.34 | $250,915.85 | -$16,414.49 | -6.14% |
Elizabeth Arce Sovran Advisors LLC | 23,920 | $1.71M | $2.57M | $860,414.81 | 50.27% |
Westmount Partners LLC Westmount Partners LLC | 7,197 | $439,274.7 | $777,024.1 | $337,749.4 | 76.89% |