| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Westmount Partners LLC Westmount Partners LLC | 5,568 | $375,644.71 | $612,424.32 | $236,779.61 | 63.03% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 709 | $68,936 | $77,841.11 | $8,905.11 | 12.92% |
Bradley Wilson Crews Bank & Trust | 525 | $47,760.46 | $57,492.75 | $9,732.29 | 20.38% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 6,282 | $548,423.54 | $690,957.18 | $142,533.64 | 25.99% |
| JB Joshalyn Baca TigerOak Management LLC | 2,807 | $248,139 | $308,741.93 | $60,602.93 | 24.42% |
| JW Jeffrey Waters OFC Financial Planning LLC | 10,549 | $932,531.24 | $1.16M | $228,597.19 | 24.51% |
May Barnhard Investments LLC May Barnhard Investments LLC | 28,043 | $2.18M | $3.09M | $907,330.65 | 41.62% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 6,602 | $588,271.58 | $726,649.13 | $138,377.55 | 23.52% |
| CM Christopher McCall Journey Beyond Wealth LLC | 3,278 | $289,775.96 | $360,858.63 | $71,082.67 | 24.53% |
| IAL IFC Advisors LLC IFC Advisors LLC | 61,198 | $5.42M | $6.74M | $1.32M | 24.3% |
| PPL Postrock Partners LLC Postrock Partners LLC | 6,376 | $562,289.63 | $701,901.96 | $139,612.33 | 24.83% |
| AFI Atala Financial Inc. Atala Financial Inc. | 18,126 | $1.63M | $2M | $367,587.15 | 22.58% |
| SK Samira Kadam Synergy Investment Management LLC | 377 | $36,639 | $41,394.6 | $4,755.6 | 12.98% |
SoundView Advisors Inc. SoundView Advisors Inc. | 2,642 | $254,345.34 | $290,844.57 | $36,499.23 | 14.35% |
Centerpoint Advisory Group Centerpoint Advisory Group | 2,753 | $253,194.01 | $302,279.4 | $49,085.39 | 19.39% |
Bryan Molinar Atlas Legacy Advisors LLC | 147,016 | $13.15M | $16.14M | $3M | 22.79% |
Heather LeVar Roxbury Financial LLC | 893 | $79,204.03 | $98,051.4 | $18,847.37 | 23.8% |
| BM Berkeley Meredith Hughes Financial Services LLC | 668 | $57,020.17 | $73,313 | $16,292.83 | 28.57% |
Warburton Capital Management LLC Warburton Capital Management LLC | 2,272 | $208,955.84 | $249,465.6 | $40,509.76 | 19.39% |
| JA Jonathan Ameen Impact Capital Partners LLC | 2,140 | $206,617.14 | $233,934.1 | $27,316.96 | 13.22% |