| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason D. Finley Finley Financial LLC | 1,180 | $166,793 | $216,122.9 | $49,329.9 | 29.58% |
VestGen Advisors LLC VestGen Advisors LLC | 158,945 | $24.59M | $29.25M | $4.67M | 18.98% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,757 | $251,019.56 | $323,367.06 | $72,347.5 | 28.82% |
Grant Reeves CVFG LLC | 1,722 | $260,239.54 | $316,925.49 | $56,685.95 | 21.78% |
Westmount Partners LLC Westmount Partners LLC | 2,696 | $278,812.17 | $496,185.32 | $217,373.15 | 77.96% |
| EJK Edward J. King Graney & King LLC | 6,960 | $970,004.95 | $1.28M | $310,948.25 | 32.06% |
Bradley Wilson Crews Bank & Trust | 144 | $20,151.1 | $27,270.72 | $7,119.62 | 35.33% |
| PW Potentia Wealth Potentia Wealth | 3,137 | $437,141 | $577,349.16 | $140,208.16 | 32.07% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 5,875 | $818,629.91 | $1.08M | $262,634.46 | 32.08% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 3,829 | $533,569.59 | $704,804.03 | $171,234.44 | 32.09% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 4,900 | $682,815 | $901,943 | $219,128 | 32.09% |
| MK Matthew Klein Matauro LLC | 10,648 | $1.47M | $1.96M | $485,376.18 | 32.92% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 44,454 | $6.19M | $8.18M | $1.99M | 32.13% |
| FLP Financial Life Planners Financial Life Planners | 165 | $25,670 | $30,371.55 | $4,701.55 | 18.32% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 1,434 | $200,000.72 | $263,956.38 | $63,955.66 | 31.98% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 76 | $11,788 | $13,989.32 | $2,201.32 | 18.67% |
| SK Samira Kadam Synergy Investment Management LLC | 1,002 | $155,488 | $184,262.79 | $28,774.79 | 18.51% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 1,180 | $183,029.8 | $217,202.6 | $34,172.8 | 18.67% |
Heather LeVar Roxbury Financial LLC | 386 | $53,681.55 | $70,983.47 | $17,301.92 | 32.23% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 39 | $5,435 | $7,178.73 | $1,743.73 | 32.08% |