| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Grant Reeves CVFG LLC | 3,492 | $232,417.11 | $327,375 | $94,957.89 | 40.86% |
Elizabeth Arce Sovran Advisors LLC | 5,223 | $341,740.72 | $487,984.89 | $146,244.17 | 42.79% |
Westmount Partners LLC Westmount Partners LLC | 5,563 | $346,500.36 | $521,698.14 | $175,197.78 | 50.56% |
| EJK Edward J. King Graney & King LLC | 397,614 | $37.95M | $37.2M | -$751,445.29 | -1.98% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 11,179 | $748,280.12 | $1.05M | $298,856.81 | 39.94% |
Bradley Wilson Crews Bank & Trust | 16,560 | $1.18M | $1.55M | $371,031.99 | 31.51% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 11,324 | $1.08M | $1.06M | -$20,270.4 | -1.88% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 4,582 | $303,134.38 | $432,082.6 | $128,948.22 | 42.54% |
| FLP Financial Life Planners Financial Life Planners | 586 | $50,880.26 | $54,884.76 | $4,004.5 | 7.87% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 14,053 | $1.2M | $1.32M | $123,103.51 | 10.29% |
| CM Chelsea Michels Michels Family Financial LLC | 10,266 | $687,889.34 | $967,519.17 | $279,629.83 | 40.65% |
Samira Kadam Synergy Investment Management LLC | 877 | $75,960 | $82,166.13 | $6,206.13 | 8.17% |
Clare Market Investments LLC Clare Market Investments LLC | 9,355 | $765,093.51 | $881,755.52 | $116,662.01 | 15.25% |
Bryan Molinar Atlas Legacy Advisors LLC | 55,769 | $4.34M | $5.21M | $873,317.97 | 20.12% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 54,439 | $4.74M | $5.13M | $389,711.35 | 8.22% |
| RZ Rich Zeitz Bravias Capital Group LLC | 3,367 | $230,303 | $315,605.74 | $85,302.74 | 37.04% |
| KAL KDT Advisors LLC KDT Advisors LLC | 10,590 | $879,053.95 | $992,177.1 | $113,123.15 | 12.87% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 10,348 | $727,205.47 | $968,158.88 | $240,953.41 | 33.13% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 12,313 | $955,832.03 | $1.16M | $199,681.45 | 20.89% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 5,624 | $476,060.9 | $530,343.2 | $54,282.3 | 11.4% |