| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
REAP Financial Group LLC REAP Financial Group LLC | 2,310 | $72,362.71 | $86,867.55 | $14,504.84 | 20.04% |
VestGen Advisors LLC VestGen Advisors LLC | 257,314 | $8.71M | $9.68M | $970,549.33 | 11.15% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 503 | $15,794 | $18,915.31 | $3,121.31 | 19.76% |
| SK Samira Kadam Synergy Investment Management LLC | 3,048 | $103,770 | $114,528.6 | $10,758.6 | 10.37% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 28,070 | $936,494.72 | $1.05M | $117,674.13 | 12.57% |
| RFL Rossby Financial LLC Rossby Financial LLC | 8,416 | $285,298.73 | $316,273.28 | $30,974.55 | 10.86% |
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 13,515 | $468,150.72 | $507,353.1 | $39,202.38 | 8.37% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 117 | $3,983 | $4,397.44 | $414.44 | 10.41% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,931 | $65,910.68 | $72,460.77 | $6,550.09 | 9.94% |
| ECC Elizabeth C. Carr CLG LLC | 17,042 | $535,115.41 | $644,017.18 | $108,901.77 | 20.35% |