| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 1,298 | $418,017.17 | $442,319.46 | $24,302.29 | 5.81% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 1,495 | $272,538.09 | $516,387.95 | $243,849.86 | 89.47% |
Pollock Investment Advisors LLC Pollock Investment Advisors LLC | 5,430 | $1.03M | $1.82M | $790,281.92 | 76.42% |
VestGen Advisors LLC VestGen Advisors LLC | 148,967 | $28.43M | $51.58M | $23.14M | 81.39% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 3,177 | $713,570.56 | $1.08M | $365,974.04 | 51.29% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 17,262 | $4.51M | $5.87M | $1.36M | 30.06% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 3,730 | $897,129.24 | $1.29M | $390,615.96 | 43.54% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 725 | $170,894.96 | $244,658.5 | $73,763.54 | 43.16% |
Sincerus Advisory LLC Sincerus Advisory LLC | 1,559 | $302,405.65 | $537,855 | $235,449.35 | 77.86% |
Allyson Mickool Florida Financial Advisors LLC | 6,413 | $1.71M | $2.17M | $462,840.01 | 27.07% |
Grant Reeves CVFG LLC | 21,853 | $6.12M | $7.43M | $1.31M | 21.45% |
Ryan O'Neill Jordan Park Trust Co LLC | 646 | $228,251 | $216,991.4 | -$11,259.6 | -4.93% |
Tony Edwards BankPlus Wealth Management LLC | 5,333 | $1.24M | $1.84M | $598,039.17 | 48.23% |
Lionel Daguzan Wormser Freres Gestion | 396 | $75,034.89 | $136,513.08 | $61,478.19 | 81.93% |
Kyle Rolek Rolek Wealth Management LLC | 715 | $224,486.78 | $240,540.3 | $16,053.52 | 7.15% |
Scott Arwin Ring Mountain Capital LLC | 3,613 | $885,800.27 | $1.24M | $358,914.36 | 40.52% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 920 | $263,911 | $309,966.4 | $46,055.4 | 17.45% |
Elizabeth Arce Sovran Advisors LLC | 36,963 | $7.92M | $12.49M | $4.57M | 57.68% |
Westmount Partners LLC Westmount Partners LLC | 16,453 | $2.53M | $5.59M | $3.06M | 120.74% |
| EJK Edward J. King Graney & King LLC | 956 | $193,309.63 | $324,064.88 | $130,755.25 | 67.64% |