| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 174 | $16,111 | $19,999.56 | $3,888.56 | 24.14% |
Elizabeth Arce Sovran Advisors LLC | 4,256 | $419,277.67 | $489,993.28 | $70,715.61 | 16.87% |
Bradley Wilson Crews Bank & Trust | 180 | $16,632.78 | $20,719.8 | $4,087.02 | 24.57% |
Potentia Wealth Potentia Wealth | 12,173 | $1.13M | $1.4M | $276,570.63 | 24.54% |
Matthew Klein Matauro LLC | 22,319 | $2.07M | $2.57M | $494,868.71 | 23.88% |
Legacy Solutions LLC Legacy Solutions LLC | 73,844 | $6.91M | $8.5M | $1.59M | 23.05% |
Financial Life Planners Financial Life Planners | 46 | $4,755.26 | $5,289.08 | $533.82 | 11.23% |
Andrew J. Gilbert Keystone Financial Group Inc. | 1,766 | $163,967.25 | $203,054.68 | $39,087.43 | 23.84% |
| AFI Atala Financial Inc. Atala Financial Inc. | 2,894 | $267,955 | $332,867.87 | $64,912.87 | 24.23% |
Samira Kadam Synergy Investment Management LLC | 7,836 | $731,180.22 | $903,216.54 | $172,036.32 | 23.53% |
Heather LeVar Roxbury Financial LLC | 2,781 | $257,734.9 | $319,870.62 | $62,135.72 | 24.11% |
Keith Diamond Prudent Man Investment Management Inc. | 31 | $2,871 | $3,567.17 | $696.17 | 24.25% |
Debra Pladsen Fortress Financial Group LLC | 30,653 | $2.91M | $3.53M | $617,024.65 | 21.21% |
Christopher J. Ciehanski Centricity Wealth Management LLC | 25,892 | $2.4M | $2.98M | $579,850.89 | 24.18% |
David Morgante Variant Private Wealth LLC | 48,490 | $4.51M | $5.58M | $1.07M | 23.72% |
Promus Capital LLC Promus Capital LLC | 177 | $16,370 | $20,335.53 | $3,965.53 | 24.22% |
Corrie Scoby Coordinated Financial Services Inc. | 6,787 | $628,942.65 | $780,878.28 | $151,935.63 | 24.16% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 153 | $16,873 | $17,614.89 | $741.89 | 4.4% |
Riggs Capital Management LLC Riggs Capital Management LLC | 7,697 | $712,658 | $890,311.99 | $177,653.99 | 24.93% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 2,301 | $253,492 | $264,868.11 | $11,376.11 | 4.49% |