| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 18,666 | $2.18M | $2.59M | $411,541.68 | 18.9% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 5,826 | $564,212.54 | $814,066.98 | $249,854.44 | 44.28% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 752 | $69,441 | $104,152 | $34,711 | 49.99% |
Allyson Mickool Florida Financial Advisors LLC | 2,846 | $348,876 | $394,683.28 | $45,807.28 | 13.13% |
| CAL Caxton Associates LLP Caxton Associates LLP | 1,441 | $176,868.34 | $199,578.5 | $22,710.16 | 12.84% |
Elizabeth Arce Sovran Advisors LLC | 7,843 | $819,688.34 | $1.09M | $266,567.16 | 32.52% |
Westmount Partners LLC Westmount Partners LLC | 2,887 | $249,121.57 | $400,369.16 | $151,247.59 | 60.71% |
| EJK Edward J. King Graney & King LLC | 87 | $8,061.62 | $12,065.16 | $4,003.54 | 49.66% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 50 | $5,556.16 | $6,773 | $1,216.84 | 21.9% |
Bradley Wilson Crews Bank & Trust | 388 | $38,283.3 | $52,884.4 | $14,601.1 | 38.14% |
| RN Ron New Whipplewood Advisors LLC | 288 | $40,038.77 | $39,726.72 | -$312.05 | -0.78% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 2,975 | $275,036.14 | $412,573 | $137,536.86 | 50.01% |
Cache Advisors LLC Cache Advisors LLC | 12,409 | $1.22M | $1.67M | $455,393.46 | 37.43% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 2,531 | $232,813.98 | $350,999.08 | $118,185.1 | 50.76% |
| PBS P. Brian Saxton Saiph Capital LLC | 1,639 | $201,222.65 | $226,083.66 | $24,861.01 | 12.35% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 2,092 | $233,334.86 | $288,758.76 | $55,423.9 | 23.75% |
Citrine Capital LLC Citrine Capital LLC | 1,516 | $211,285 | $209,253.48 | -$2,031.52 | -0.96% |
| IAL IFC Advisors LLC IFC Advisors LLC | 1,540 | $214,674 | $212,427.6 | -$2,246.4 | -1.05% |
| PPL Postrock Partners LLC Postrock Partners LLC | 2,681 | $247,644 | $370,058.43 | $122,414.43 | 49.43% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 5,479 | $562,981.97 | $755,773.26 | $192,791.29 | 34.24% |