| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,023 | $613,624.94 | $763,894.53 | $150,269.59 | 24.49% |
Mark T. Williams InvesTrust | 1,428 | $844,858.85 | $1.07M | $221,457.27 | 26.21% |
Sincerus Advisory LLC Sincerus Advisory LLC | 1,710 | $1.03M | $1.28M | $250,664.27 | 24.43% |
Allyson Mickool Florida Financial Advisors LLC | 1,504 | $882,770.29 | $1.12M | $240,296.54 | 27.22% |
Grant Reeves CVFG LLC | 10,113 | $6.33M | $7.55M | $1.22M | 19.29% |
Tony Edwards BankPlus Wealth Management LLC | 81,004 | $47.82M | $60.48M | $12.66M | 26.47% |
Kyle Rolek Rolek Wealth Management LLC | 839 | $538,088.85 | $626,498.05 | $88,409.2 | 16.43% |
Scott Arwin Ring Mountain Capital LLC | 851 | $579,212.43 | $635,458.69 | $56,246.26 | 9.71% |
| EFL Envision Financial LLC Envision Financial LLC | 3,690 | $2.19M | $2.76M | $561,969.09 | 25.62% |
Elizabeth Arce Sovran Advisors LLC | 52,414 | $31.54M | $39.14M | $7.6M | 24.1% |
Westmount Partners LLC Westmount Partners LLC | 12,109 | $5.07M | $9.04M | $3.98M | 78.5% |
| EJK Edward J. King Graney & King LLC | 359 | $204,916.07 | $268,072.47 | $63,156.4 | 30.82% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 312 | $203,802 | $232,976.63 | $29,174.63 | 14.32% |
| JB Jeff Burrow Sierra Ocean LLC | 1,950 | $1.15M | $1.46M | $308,072.19 | 26.83% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 6,456 | $3.86M | $4.82M | $958,315.72 | 24.81% |
| PB Paul Barry Stark Wealth Management LLC | 338 | $231,510 | $252,391.35 | $20,881.35 | 9.02% |
| MP Megan Parrish Berkeley Inc. | 7,295 | $2.76M | $5.45M | $2.68M | 97.02% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 291 | $172,596.62 | $217,295.51 | $44,698.89 | 25.9% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 18,943 | $12.7M | $14.15M | $1.45M | 11.39% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 24,919 | $15.14M | $18.61M | $3.47M | 22.89% |