| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tandem Financial LLC Tandem Financial LLC | 10,090 | $2.58M | $3.75M | $1.16M | 45.03% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 15,488 | $3.86M | $5.75M | $1.9M | 49.24% |
Lyn Dippel Curio Wealth LLC | 1,619 | $496,419.58 | $645,187.71 | $148,768.13 | 29.97% |
VestGen Advisors LLC VestGen Advisors LLC | 36,941 | $11.7M | $13.73M | $2.02M | 17.29% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,743 | $424,102.19 | $647,594.24 | $223,492.05 | 52.7% |
Sincerus Advisory LLC Sincerus Advisory LLC | 6,807 | $1.69M | $2.53M | $838,713.46 | 49.62% |
Allyson Mickool Florida Financial Advisors LLC | 7,021 | $2.52M | $2.83M | $306,941.74 | 12.18% |
Grant Reeves CVFG LLC | 487 | $209,552 | $180,939.98 | -$28,612.02 | -13.65% |
Kyle Rolek Rolek Wealth Management LLC | 1,103 | $445,181.3 | $409,808.63 | -$35,372.67 | -7.95% |
Elizabeth Arce Sovran Advisors LLC | 26,080 | $7.04M | $9.69M | $2.65M | 37.72% |
Westmount Partners LLC Westmount Partners LLC | 1,338 | $328,054.82 | $497,120.53 | $169,065.71 | 51.54% |
| EJK Edward J. King Graney & King LLC | 20 | $4,843 | $7,970.2 | $3,127.2 | 64.57% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 945 | $245,836.4 | $351,105.31 | $105,268.91 | 42.82% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,491 | $401,169.55 | $553,966.15 | $152,796.6 | 38.09% |
| JS Jeffrey Socha Entrewealth LLC | 2,992 | $978,644.26 | $1.11M | $133,003.45 | 13.59% |
Bradley Wilson Crews Bank & Trust | 302 | $80,082 | $112,205.08 | $32,123.08 | 40.11% |
| PW Potentia Wealth Potentia Wealth | 2,042 | $497,315.48 | $758,684.7 | $261,369.22 | 52.56% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 16,123 | $5.86M | $5.99M | $132,500.19 | 2.26% |
| WAL Wilmar Advisors LLC Wilmar Advisors LLC | 3,000 | $726,390 | $1.11M | $388,230.03 | 53.45% |
| JB Joshalyn Baca TigerOak Management LLC | 18,998 | $4.61M | $7.06M | $2.45M | 53.01% |