| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
REAP Financial Group LLC REAP Financial Group LLC | 2,073 | $142,743.42 | $170,234.76 | $27,491.34 | 19.26% |
| CSI Clark & Stuart Inc. Clark & Stuart Inc. | 21,442 | $1.33M | $1.76M | $426,579.52 | 31.95% |
Brian Griffin Friday Financial | 2,851 | $239,627 | $234,223.9 | -$5,403.1 | -2.25% |
Lyn Dippel Curio Wealth LLC | 459 | $33,212.29 | $37,693.08 | $4,480.79 | 13.49% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 29,292 | $1.86M | $2.41M | $558,099.69 | 30.07% |
VestGen Advisors LLC VestGen Advisors LLC | 30,832 | $2.25M | $2.53M | $281,437.64 | 12.51% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 3,192 | $204,073.37 | $262,238.76 | $58,165.39 | 28.5% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 3,952 | $281,855.81 | $324,676.56 | $42,820.75 | 15.19% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 5,404 | $336,461.49 | $445,370.66 | $108,909.17 | 32.37% |
Mark T. Williams InvesTrust | 30,474 | $1.9M | $2.5M | $606,568.5 | 31.97% |
Allyson Mickool Florida Financial Advisors LLC | 9,608 | $612,188.51 | $791,843.32 | $179,654.81 | 29.35% |
Grant Reeves CVFG LLC | 37,328 | $2.71M | $3.08M | $368,494.69 | 13.61% |
Tony Edwards BankPlus Wealth Management LLC | 5,959 | $374,735.79 | $489,353.08 | $114,617.29 | 30.59% |
Elizabeth Arce Sovran Advisors LLC | 15,944 | $1.06M | $1.31M | $255,854.26 | 24.17% |
Westmount Partners LLC Westmount Partners LLC | 13,166 | $840,223.22 | $1.09M | $245,247.65 | 29.19% |
| EJK Edward J. King Graney & King LLC | 105 | $6,537 | $8,656.72 | $2,119.72 | 32.43% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 13,700 | $860,134.56 | $1.13M | $269,361.94 | 31.32% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 126 | $8,913.64 | $10,388.07 | $1,474.43 | 16.54% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 28,387 | $1.81M | $2.33M | $524,519.91 | 29.02% |
Bradley Wilson Crews Bank & Trust | 13,913 | $866,223.08 | $1.15M | $279,651.6 | 32.28% |