| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 213 | $40,231.8 | $53,637.66 | $13,405.86 | 33.32% |
Mark T. Williams InvesTrust | 9,584 | $1.77M | $2.41M | $640,109.49 | 36.1% |
Elizabeth Arce Sovran Advisors LLC | 4,165 | $792,654.03 | $1.05M | $256,176.31 | 32.32% |
Westmount Partners LLC Westmount Partners LLC | 3,261 | $496,192.36 | $821,185.05 | $324,992.69 | 65.5% |
| MP Megan Parrish Berkeley Inc. | 1,624 | $222,258.68 | $408,955.7 | $186,697.02 | 84% |
Bradley Wilson Crews Bank & Trust | 1,259 | $233,078.4 | $317,041.39 | $83,962.99 | 36.02% |
| PW Potentia Wealth Potentia Wealth | 26,143 | $4.87M | $6.74M | $1.87M | 38.46% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 2,968 | $550,544.47 | $747,401.79 | $196,857.32 | 35.76% |
| JB Joshalyn Baca TigerOak Management LLC | 2,592 | $479,856.75 | $669,539.52 | $189,682.77 | 39.53% |
| BFL Baring Financial LLC Baring Financial LLC | 1,996 | $390,884.07 | $502,632.74 | $111,748.67 | 28.59% |
Archer Investment Management LLC Archer Investment Management LLC | 856 | $182,901.69 | $215,557.93 | $32,656.24 | 17.85% |
| MK Matthew Klein Matauro LLC | 846 | $205,039 | $213,039.73 | $8,000.73 | 3.9% |
George Hall II One8Zero8 LLC | 100 | $18,513.01 | $25,759 | $7,245.99 | 39.14% |
| WAM Wernau Asset Management Inc. Wernau Asset Management Inc. | 847 | $205,338 | $213,291.55 | $7,953.55 | 3.87% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 2,507 | $466,252.1 | $631,312.77 | $165,060.67 | 35.4% |
| IAL IFC Advisors LLC IFC Advisors LLC | 8,123 | $1.57M | $2.05M | $476,781.67 | 30.39% |
| FLP Financial Life Planners Financial Life Planners | 1,643 | $305,023.8 | $413,740.28 | $108,716.48 | 35.64% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 828 | $200,824 | $208,506.97 | $7,682.97 | 3.83% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 19,223 | $3.58M | $4.84M | $1.26M | 35.28% |
| CM Chelsea Michels Michels Family Financial LLC | 3,760 | $696,093.09 | $972,223.24 | $276,130.15 | 39.67% |