| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSI Clark & Stuart Inc. Clark & Stuart Inc. | 3,780 | $547,330.28 | $717,406.2 | $170,075.89 | 31.07% |
| TFL Tandem Financial LLC Tandem Financial LLC | 3,211 | $591,534.09 | $609,415.69 | $17,881.56 | 3.02% |
| LD Lyn Dippel Curio Wealth LLC | 35 | $5,268 | $6,642.65 | $1,374.65 | 26.09% |
| AAS ABC Arbitrage SA ABC Arbitrage SA | 2,670 | $414,624.28 | $506,739.3 | $92,115 | 22.22% |
| BMW Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 12,145 | $1.9M | $2.3M | $400,577.36 | 21.03% |
| LB Lia Bertelson Mallini Complete Financial Planning LLC | 1,477 | $225,239.97 | $280,319.83 | $55,079.85 | 24.45% |
| MWG Martin Worley Group Martin Worley Group | 3,151 | $456,390.69 | $598,028.29 | $141,637.57 | 31.03% |
| CJP Cameron J. Penney Penney Financial LLC | 4,349 | $649,688.56 | $825,396.71 | $175,708.11 | 27.04% |
| VAL VestGen Advisors LLC VestGen Advisors LLC | 23,174 | $3.76M | $4.4M | $641,609.64 | 17.08% |
| OWC One Wealth Capital Management LLC One Wealth Capital Management LLC | 1,776 | $367,454.38 | $337,067.04 | -$30,387.36 | -8.27% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,274 | $184,555.78 | $241,792.46 | $57,236.67 | 31.01% |
| MTW Mark T. Williams InvesTrust | 18,267 | $2.63M | $3.47M | $835,131.1 | 31.73% |
| AM Allyson Mickool Florida Financial Advisors LLC | 8,254 | $1.26M | $1.57M | $311,388.96 | 24.81% |
| GR Grant Reeves CVFG LLC | 1,319 | $201,029 | $250,333.01 | $49,304 | 24.53% |
| TE Tony Edwards BankPlus Wealth Management LLC | 2,832 | $586,088 | $537,485.28 | -$48,602.75 | -8.29% |
| EA Elizabeth Arce Sovran Advisors LLC | 8,736 | $1.42M | $1.66M | $237,235.88 | 16.7% |
| WPL Westmount Partners LLC Westmount Partners LLC | 3,632 | $612,940.32 | $689,317.28 | $76,376.92 | 12.46% |
| EJK Edward J. King Graney & King LLC | 464 | $67,726.99 | $88,062.56 | $20,335.56 | 30.03% |
| RL Rajendra Lachman Berbice Capital Management LLC | 100 | $15,241 | $18,979 | $3,738 | 24.53% |
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 504 | $84,911.76 | $95,654.16 | $10,742.4 | 12.65% |