| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lyn Dippel Curio Wealth LLC | 1,674 | $167,316 | $188,944.38 | $21,628.38 | 12.93% |
VestGen Advisors LLC VestGen Advisors LLC | 42,044 | $4.21M | $4.75M | $538,102.58 | 12.79% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 174 | $16,111 | $19,637.64 | $3,526.64 | 21.89% |
Elizabeth Arce Sovran Advisors LLC | 3,413 | $323,553.79 | $385,225.31 | $61,671.52 | 19.06% |
Bradley Wilson Crews Bank & Trust | 180 | $16,632.78 | $20,088 | $3,455.22 | 20.77% |
| PW Potentia Wealth Potentia Wealth | 12,173 | $1.13M | $1.37M | $246,868.51 | 21.9% |
| MK Matthew Klein Matauro LLC | 22,672 | $2.11M | $2.56M | $454,048.65 | 21.57% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 71,120 | $6.61M | $8.03M | $1.42M | 21.49% |
| FLP Financial Life Planners Financial Life Planners | 45 | $4,646 | $5,080.95 | $434.95 | 9.36% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 1,751 | $162,313.98 | $197,705.41 | $35,391.43 | 21.8% |
| AFI Atala Financial Inc. Atala Financial Inc. | 2,894 | $267,955 | $326,761.54 | $58,806.54 | 21.95% |
| SK Samira Kadam Synergy Investment Management LLC | 8,730 | $813,955.32 | $984,482.1 | $170,526.78 | 20.95% |
Heather LeVar Roxbury Financial LLC | 2,784 | $258,012.67 | $313,951.68 | $55,939.01 | 21.68% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 31 | $2,871 | $3,500.21 | $629.21 | 21.92% |
| DP Debra Pladsen Fortress Financial Group LLC | 139,371 | $12.97M | $15.72M | $2.74M | 21.13% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 25,892 | $2.4M | $2.92M | $521,593.89 | 21.75% |
| DM David Morgante Variant Private Wealth LLC | 47,704 | $4.42M | $5.38M | $959,785.02 | 21.72% |
Promus Capital LLC Promus Capital LLC | 177 | $16,370 | $19,960.29 | $3,590.29 | 21.93% |
| CS Corrie Scoby Coordinated Financial Services Inc. | 6,787 | $628,942.65 | $765,437.86 | $136,495.21 | 21.7% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 7,697 | $712,658 | $868,067.66 | $155,409.66 | 21.81% |