| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carlos Mendoza Solano Wealth Investment Advisors LLC | 560 | $602,216 | $703,701.6 | $101,485.6 | 16.85% |
Lyn Dippel Curio Wealth LLC | 434 | $346,609.15 | $548,881.95 | $202,272.8 | 58.36% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 1,399 | $1.23M | $1.77M | $536,047.61 | 43.57% |
| MWG Martin Worley Group Martin Worley Group | 406 | $316,489 | $514,107.65 | $197,618.65 | 62.44% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 265 | $282,410.3 | $332,601.5 | $50,191.2 | 17.77% |
VestGen Advisors LLC VestGen Advisors LLC | 12,771 | $11.9M | $16.14M | $4.25M | 35.69% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 2,187 | $2.35M | $2.76M | $407,901.27 | 17.35% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 758 | $773,953.69 | $958,172.64 | $184,218.95 | 23.8% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 594 | $542,256.44 | $751,410 | $209,153.56 | 38.57% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 755 | $887,191.61 | $950,118.47 | $62,926.86 | 7.09% |
Mark T. Williams InvesTrust | 4,509 | $3.49M | $5.69M | $2.2M | 63.19% |
Allyson Mickool Florida Financial Advisors LLC | 1,444 | $1.33M | $1.82M | $491,503.52 | 36.94% |
Grant Reeves CVFG LLC | 16,337 | $14.54M | $20.61M | $6.06M | 41.7% |
Tony Edwards BankPlus Wealth Management LLC | 1,225 | $983,076.15 | $1.54M | $558,586.35 | 56.82% |
Lionel Daguzan Wormser Freres Gestion | 560 | $501,927.43 | $709,240 | $207,312.57 | 41.3% |
Scott Arwin Ring Mountain Capital LLC | 349 | $274,725.67 | $441,226.74 | $166,501.07 | 60.61% |
Elizabeth Arce Sovran Advisors LLC | 3,612 | $3.35M | $4.55M | $1.2M | 35.89% |
Westmount Partners LLC Westmount Partners LLC | 2,289 | $1.82M | $2.88M | $1.06M | 58.04% |
| EJK Edward J. King Graney & King LLC | 202 | $163,010 | $255,279.52 | $92,269.52 | 56.6% |
| RL Rajendra Lachman Berbice Capital Management LLC | 20 | $16,518.21 | $25,365.4 | $8,847.19 | 53.56% |