| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
REAP Financial Group LLC REAP Financial Group LLC | 1 | $391 | $524.32 | $133.32 | 34.1% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 483 | $205,601.23 | $253,246.56 | $47,645.33 | 23.17% |
Vantage Point Financial LLC Vantage Point Financial LLC | 673 | $311,762 | $352,867.37 | $41,105.37 | 13.18% |
VestGen Advisors LLC VestGen Advisors LLC | 2,520 | $1.1M | $1.32M | $226,247.65 | 20.66% |
Grant Reeves CVFG LLC | 16,989 | $7.32M | $8.91M | $1.58M | 21.63% |
| CAL Caxton Associates LLP Caxton Associates LLP | 764 | $353,877 | $400,580.49 | $46,703.49 | 13.2% |
Scott Arwin Ring Mountain Capital LLC | 1,090 | $505,660.21 | $571,508.81 | $65,848.6 | 13.02% |
Elizabeth Arce Sovran Advisors LLC | 3,481 | $1.64M | $1.83M | $189,962.98 | 11.62% |
| EJK Edward J. King Graney & King LLC | 224 | $105,238.81 | $120,870.4 | $15,631.59 | 14.85% |
Bradley Wilson Crews Bank & Trust | 106 | $47,244.66 | $55,577.92 | $8,333.26 | 17.64% |
| JB Joshalyn Baca TigerOak Management LLC | 469 | $206,665 | $245,906.08 | $39,241.08 | 18.99% |
| MK Matthew Klein Matauro LLC | 442 | $188,276.43 | $231,749.44 | $43,473.01 | 23.09% |
| FLP Financial Life Planners Financial Life Planners | 2,700 | $1.15M | $1.42M | $265,944.91 | 23.13% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 4,737 | $2.01M | $2.56M | $546,113.07 | 27.12% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 3,211 | $1.5M | $1.68M | $181,829.46 | 12.11% |
Samira Kadam Synergy Investment Management LLC | 68 | $31,588 | $35,653.76 | $4,065.76 | 12.87% |
SoundView Advisors Inc. SoundView Advisors Inc. | 731 | $311,887.57 | $383,277.93 | $71,390.36 | 22.89% |
Clare Market Investments LLC Clare Market Investments LLC | 891 | $311,508.6 | $467,169.13 | $155,660.53 | 49.97% |
| SLB Susan L. Bloom Kentucky Trust Co | 290 | $123,395.45 | $152,052.8 | $28,657.35 | 23.22% |
Bryan Molinar Atlas Legacy Advisors LLC | 1,500 | $667,610.46 | $786,480.01 | $118,869.55 | 17.81% |