| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 3,180 | $319,256.1 | $395,496.6 | $76,240.5 | 23.88% |
VestGen Advisors LLC VestGen Advisors LLC | 303,488 | $32.35M | $37.65M | $5.3M | 16.37% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 780 | $78,581.12 | $94,965 | $16,383.88 | 20.85% |
Mark T. Williams InvesTrust | 29,966 | $3.04M | $3.68M | $639,594.13 | 21.07% |
Sincerus Advisory LLC Sincerus Advisory LLC | 14,791 | $1.56M | $1.83M | $267,524.52 | 17.14% |
Tony Edwards BankPlus Wealth Management LLC | 2,181 | $232,162.47 | $270,967.44 | $38,804.97 | 16.71% |
Scott Arwin Ring Mountain Capital LLC | 6,106 | $715,232.42 | $759,067.39 | $43,834.97 | 6.13% |
Elizabeth Arce Sovran Advisors LLC | 74,753 | $7.97M | $9.12M | $1.15M | 14.4% |
Westmount Partners LLC Westmount Partners LLC | 12,819 | $799,001.41 | $1.57M | $772,992.56 | 96.74% |
| EJK Edward J. King Graney & King LLC | 32 | $3,412 | $3,914.88 | $502.88 | 14.74% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 2,042 | $235,696.62 | $253,749.13 | $18,052.51 | 7.66% |
| MP Megan Parrish Berkeley Inc. | 3,382 | $204,235.87 | $417,981.38 | $213,745.51 | 104.66% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 2,149 | $215,748.85 | $262,135.02 | $46,386.17 | 21.5% |
Bradley Wilson Crews Bank & Trust | 1,172 | $117,662.94 | $142,890.24 | $25,227.3 | 21.44% |
| PW Potentia Wealth Potentia Wealth | 78,024 | $7.96M | $9.64M | $1.68M | 21.17% |
Camaron Barta BXM Wealth LLC | 4,664 | $472,183.58 | $574,838 | $102,654.42 | 21.74% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 8,433 | $846,490.98 | $1.04M | $194,056.89 | 22.92% |
| JB Joshalyn Baca TigerOak Management LLC | 3,616 | $363,028.32 | $445,816.64 | $82,788.32 | 22.8% |
| BFL Baring Financial LLC Baring Financial LLC | 6,522 | $679,018.74 | $806,103.55 | $127,084.81 | 18.72% |
Cache Advisors LLC Cache Advisors LLC | 6,636 | $777,095.51 | $806,141.28 | $29,045.77 | 3.74% |