| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BMW Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 29,292 | $1.86M | $2.25M | $394,796.79 | 21.27% |
| VAL VestGen Advisors LLC VestGen Advisors LLC | 19,781 | $1.41M | $1.52M | $109,914.42 | 7.79% |
| OWC One Wealth Capital Management LLC One Wealth Capital Management LLC | 3,192 | $204,073.37 | $245,273.28 | $41,199.91 | 20.19% |
| KWL Keyvantage Wealth LLC Keyvantage Wealth LLC | 3,039 | $212,429 | $233,516.76 | $21,087.76 | 9.93% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 5,404 | $336,461.49 | $415,243.36 | $78,781.87 | 23.41% |
| MTW Mark T. Williams InvesTrust | 31,084 | $1.93M | $2.39M | $453,543.77 | 23.44% |
| AM Allyson Mickool Florida Financial Advisors LLC | 9,516 | $605,190.31 | $731,209.44 | $126,019.13 | 20.82% |
| GR Grant Reeves CVFG LLC | 10,001 | $629,678.77 | $768,476.84 | $138,798.07 | 22.04% |
| TE Tony Edwards BankPlus Wealth Management LLC | 5,959 | $374,735.79 | $457,889.56 | $83,153.77 | 22.19% |
| EA Elizabeth Arce Sovran Advisors LLC | 15,944 | $1.06M | $1.23M | $166,488.14 | 15.73% |
| WPL Westmount Partners LLC Westmount Partners LLC | 12,283 | $768,461.53 | $943,825.72 | $175,364.19 | 22.82% |
| EJK Edward J. King Graney & King LLC | 105 | $6,537 | $8,068.2 | $1,531.2 | 23.42% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 13,700 | $860,134.56 | $1.05M | $192,573.44 | 22.39% |
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 126 | $8,913.64 | $9,681.84 | $768.2 | 8.62% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 27,371 | $1.73M | $2.1M | $372,840.35 | 21.55% |
| BW Bradley Wilson Crews Bank & Trust | 14,003 | $871,826.48 | $1.08M | $204,164.04 | 23.42% |
| RN Ron New Whipplewood Advisors LLC | 965 | $73,388 | $74,150.6 | $762.6 | 1.04% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 3,413 | $238,572 | $262,254.92 | $23,682.92 | 9.93% |
| JB Joshalyn Baca TigerOak Management LLC | 13,503 | $844,721.7 | $1.04M | $192,848.82 | 22.83% |
| CAL Cache Advisors LLC Cache Advisors LLC | 5,431 | $379,681 | $417,318.04 | $37,637.04 | 9.91% |