| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lyn Dippel Curio Wealth LLC | 2,017 | $125,408.64 | $153,070.13 | $27,661.49 | 22.06% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 17,036 | $1.14M | $1.29M | $155,873.97 | 13.73% |
Lia Bertelson Mallini Complete Financial Planning LLC | 2,802 | $216,129 | $212,363.58 | -$3,765.42 | -1.74% |
Pollock Investment Advisors LLC Pollock Investment Advisors LLC | 5,425 | $338,031.53 | $411,160.75 | $73,129.22 | 21.63% |
Cameron J. Penney Penney Financial LLC | 3,575 | $198,162.25 | $270,949.25 | $72,787 | 36.73% |
VestGen Advisors LLC VestGen Advisors LLC | 144,660 | $9.19M | $10.98M | $1.79M | 19.5% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 290 | $18,070 | $22,008.1 | $3,938.1 | 21.79% |
Mark T. Williams InvesTrust | 82,892 | $5.15M | $6.26M | $1.1M | 21.42% |
Grant Reeves CVFG LLC | 12,167 | $773,939.76 | $923,231.96 | $149,292.2 | 19.29% |
| EFL Envision Financial LLC Envision Financial LLC | 5,866 | $365,512.74 | $443,968.21 | $78,455.47 | 21.46% |
Elizabeth Arce Sovran Advisors LLC | 7,250 | $464,280.18 | $550,130 | $85,849.82 | 18.49% |
Westmount Partners LLC Westmount Partners LLC | 11,964 | $622,480.23 | $907,828.32 | $285,348.09 | 45.84% |
| EJK Edward J. King Graney & King LLC | 364 | $21,302.84 | $27,620.32 | $6,317.48 | 29.66% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 28,096 | $1.59M | $2.13M | $541,297.54 | 34.03% |
| JB Jeff Burrow Sierra Ocean LLC | 3,057 | $201,795 | $231,965.16 | $30,170.16 | 14.95% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,278 | $85,725.26 | $96,878.79 | $11,153.53 | 13.01% |
Prime Buchholz LLC Prime Buchholz LLC | 6,965 | $435,514.39 | $528,504.2 | $92,989.81 | 21.35% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 61,317 | $3.82M | $4.65M | $831,584.7 | 21.76% |
Bradley Wilson Crews Bank & Trust | 12,309 | $767,445.95 | $935,360.91 | $167,914.96 | 21.88% |
SummitTX Capital LP SummitTX Capital LP | 7,539 | $509,109 | $572,172.4 | $63,063.4 | 12.39% |