| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 955 | $412,954.06 | $612,040.4 | $199,086.34 | 48.21% |
VestGen Advisors LLC VestGen Advisors LLC | 9,305 | $4.57M | $6.09M | $1.52M | 33.35% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 1,264 | $760,074.7 | $813,908.56 | $53,833.86 | 7.08% |
Allyson Mickool Florida Financial Advisors LLC | 362 | $204,213.22 | $231,651.04 | $27,437.82 | 13.44% |
Grant Reeves CVFG LLC | 416 | $197,217.78 | $266,660.16 | $69,442.38 | 35.21% |
Tony Edwards BankPlus Wealth Management LLC | 1,002 | $455,059.66 | $657,081.54 | $202,021.88 | 44.39% |
Elizabeth Arce Sovran Advisors LLC | 536 | $231,718.46 | $343,093.6 | $111,375.14 | 48.06% |
Westmount Partners LLC Westmount Partners LLC | 953 | $413,648.16 | $611,063.6 | $197,415.44 | 47.73% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 2,081 | $638,313.54 | $1.36M | $725,594.67 | 113.67% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 21 | $12,115.1 | $13,422.25 | $1,307.15 | 10.79% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 362 | $203,914.6 | $236,650.26 | $32,735.66 | 16.05% |
| MP Marcus Pimentel SLT Holdings LLC | 393 | $222,087.6 | $255,713.3 | $33,625.7 | 15.14% |
Bradley Wilson Crews Bank & Trust | 3,358 | $1.42M | $2.15M | $725,659.03 | 50.97% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 4,157 | $2.16M | $2.72M | $560,136.49 | 25.9% |
| BFL Baring Financial LLC Baring Financial LLC | 898 | $390,588.65 | $588,966.77 | $198,378.12 | 50.79% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 7,014 | $4.45M | $4.52M | $68,175.7 | 1.53% |
George Hall II One8Zero8 LLC | 1,088 | $461,239.97 | $697,745.28 | $236,505.31 | 51.28% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 530 | $307,782.92 | $343,005.4 | $35,222.48 | 11.44% |
| IAL IFC Advisors LLC IFC Advisors LLC | 3,211 | $1.37M | $2.08M | $714,275.67 | 52.26% |
| TS Thomas Stadum Fjell Capital LLC | 2,900 | $1.26M | $1.9M | $634,639.05 | 50.35% |