| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cameron J. Penney Penney Financial LLC | 625 | $204,581 | $219,868.76 | $15,287.76 | 7.47% |
VestGen Advisors LLC VestGen Advisors LLC | 49,461 | $13.66M | $17.8M | $4.14M | 30.29% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 1,461 | $451,997.56 | $513,965.2 | $61,967.64 | 13.71% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 3,939 | $949,604.3 | $1.42M | $467,608.55 | 49.24% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,658 | $641,113.01 | $935,057.85 | $293,944.84 | 45.85% |
Mark T. Williams InvesTrust | 19,579 | $4.69M | $6.89M | $2.2M | 46.86% |
Allyson Mickool Florida Financial Advisors LLC | 7,877 | $2.42M | $2.83M | $411,498.15 | 16.99% |
Grant Reeves CVFG LLC | 36,001 | $10.5M | $12.95M | $2.45M | 23.38% |
Tony Edwards BankPlus Wealth Management LLC | 10,609 | $3.12M | $3.73M | $611,483.35 | 19.59% |
| CAL Caxton Associates LLP Caxton Associates LLP | 3,411 | $1M | $1.24M | $234,267.67 | 23.35% |
Scott Arwin Ring Mountain Capital LLC | 3,104 | $979,394.95 | $1.12M | $137,393.24 | 14.03% |
Elizabeth Arce Sovran Advisors LLC | 17,417 | $4.97M | $6.13M | $1.16M | 23.32% |
Westmount Partners LLC Westmount Partners LLC | 9,237 | $1.34M | $3.25M | $1.91M | 142.99% |
| EJK Edward J. King Graney & King LLC | 1,320 | $357,977.63 | $471,860.4 | $113,882.77 | 31.81% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 5,121 | $660,855.95 | $1.83M | $1.17M | 177.04% |
| JB Jeff Burrow Sierra Ocean LLC | 2,005 | $488,395.32 | $716,727.35 | $228,332.03 | 46.75% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 890 | $259,657.84 | $313,093.11 | $53,435.27 | 20.58% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 3,237 | $781,943.11 | $1.14M | $356,801.15 | 45.63% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 9,452 | $2.36M | $3.38M | $1.02M | 43.27% |
| MP Marcus Pimentel SLT Holdings LLC | 2,360 | $659,342.32 | $830,224.42 | $170,882.1 | 25.92% |