| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 18,727 | $2.22M | $2.73M | $516,239.52 | 23.27% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 5,572 | $642,009.87 | $813,623.46 | $171,613.59 | 26.73% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 474 | $54,259.45 | $69,213.48 | $14,954.03 | 27.56% |
Mark T. Williams InvesTrust | 5,510 | $632,178.71 | $804,570.22 | $172,391.51 | 27.27% |
Grant Reeves CVFG LLC | 6,319 | $750,178.29 | $922,700.41 | $172,522.12 | 23% |
Elizabeth Arce Sovran Advisors LLC | 3,752 | $436,555.4 | $547,867.06 | $111,311.66 | 25.5% |
Westmount Partners LLC Westmount Partners LLC | 27,146 | $2.89M | $3.96M | $1.08M | 37.28% |
| EJK Edward J. King Graney & King LLC | 102 | $10,741.76 | $14,894.04 | $4,152.28 | 38.66% |
| JB Jeff Burrow Sierra Ocean LLC | 1,733 | $199,733.59 | $253,052.67 | $53,319.08 | 26.7% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 2,415 | $278,257.16 | $352,638.31 | $74,381.15 | 26.73% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 657 | $79,104.94 | $95,935.14 | $16,830.2 | 21.28% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 13,798 | $1.63M | $2.01M | $383,186.89 | 23.49% |
Bradley Wilson Crews Bank & Trust | 5,429 | $630,029.36 | $792,742.6 | $162,713.24 | 25.83% |
Camaron Barta BXM Wealth LLC | 19,103 | $2.3M | $2.79M | $493,613.52 | 21.5% |
| KS Katherine Simmonds Conquis Financial LLC | 37,137 | $4.29M | $5.42M | $1.13M | 26.4% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 8,892 | $941,679.74 | $1.3M | $356,730.14 | 37.88% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 3,789 | $437,371.83 | $553,269.8 | $115,897.97 | 26.5% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 4,877 | $592,962 | $712,139.56 | $119,177.56 | 20.1% |
| DSL Dale S. Lam Strategent Financial LLC | 1,702 | $202,248.96 | $248,526.05 | $46,277.09 | 22.88% |
May Barnhard Investments LLC May Barnhard Investments LLC | 79,424 | $8.6M | $11.6M | $3M | 34.82% |