| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tandem Financial LLC Tandem Financial LLC | 8,171 | $573,449 | $630,310.94 | $56,861.94 | 9.92% |
VestGen Advisors LLC VestGen Advisors LLC | 43,430 | $2.87M | $3.35M | $480,048.43 | 16.73% |
Allyson Mickool Florida Financial Advisors LLC | 3,316 | $185,149 | $255,796.24 | $70,647.24 | 38.16% |
Grant Reeves CVFG LLC | 9,573 | $615,033.17 | $738,461.22 | $123,428.05 | 20.07% |
Scott Arwin Ring Mountain Capital LLC | 51,936 | $3.54M | $4.01M | $469,144.64 | 13.26% |
Elizabeth Arce Sovran Advisors LLC | 15,539 | $969,109.83 | $1.2M | $229,568.63 | 23.69% |
Westmount Partners LLC Westmount Partners LLC | 7,100 | $538,109 | $547,694 | $9,585 | 1.78% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 125 | $7,667.47 | $9,642.5 | $1,975.03 | 25.76% |
Bradley Wilson Crews Bank & Trust | 126,951 | $7.9M | $9.79M | $1.9M | 24.04% |
| PW Potentia Wealth Potentia Wealth | 7,064 | $433,306 | $544,916.96 | $111,610.96 | 25.76% |
| RN Ron New Whipplewood Advisors LLC | 249 | $15,921 | $19,207.86 | $3,286.86 | 20.64% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 40,118 | $2.61M | $3.09M | $489,303.48 | 18.78% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 507,127 | $32.37M | $39.12M | $6.75M | 20.84% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 305 | $18,709 | $23,527.7 | $4,818.7 | 25.76% |
| CM Chelsea Michels Michels Family Financial LLC | 9,079 | $556,928.7 | $700,354.06 | $143,425.36 | 25.75% |
| SK Samira Kadam Synergy Investment Management LLC | 809 | $56,760 | $62,406.26 | $5,646.26 | 9.95% |
ADG Wealth Management Group LLC ADG Wealth Management Group LLC | 116,012 | $7.21M | $8.95M | $1.74M | 24.14% |
Centerpoint Advisory Group Centerpoint Advisory Group | 39,260 | $2.45M | $3.03M | $580,883.8 | 23.73% |
Heather LeVar Roxbury Financial LLC | 11,944 | $738,317.88 | $921,360.16 | $183,042.28 | 24.79% |
| BM Berkeley Meredith Hughes Financial Services LLC | 461,279 | $30.04M | $35.38M | $5.34M | 17.78% |