| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 15,658 | $1.22M | $1.41M | $196,494.78 | 16.16% |
Rik Saylor Financial Inc. Rik Saylor Financial Inc. | 30,025 | $2.06M | $2.71M | $652,593.38 | 31.64% |
Heather Scully NWF Advisory Services Inc. | 205,879 | $12.55M | $17.77M | $5.23M | 41.67% |
VestGen Advisors LLC VestGen Advisors LLC | 12,776 | $1.12M | $1.16M | $34,748.88 | 3.09% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 16,919 | $1.27M | $1.46M | $193,918.47 | 15.31% |
Allyson Mickool Florida Financial Advisors LLC | 18,528 | $1.49M | $1.68M | $190,054.25 | 12.74% |
Grant Reeves CVFG LLC | 7,210 | $499,886.8 | $653,442.3 | $153,555.5 | 30.72% |
Kyle Rolek Rolek Wealth Management LLC | 11,095 | $771,648.14 | $957,831.35 | $186,183.21 | 24.13% |
Elizabeth Arce Sovran Advisors LLC | 19,621 | $1.44M | $1.69M | $251,933.64 | 17.47% |
Westmount Partners LLC Westmount Partners LLC | 8,906 | $341,592.54 | $768,854.98 | $427,262.44 | 125.08% |
| EJK Edward J. King Graney & King LLC | 15,714 | $1.12M | $1.43M | $307,062.92 | 27.43% |
| PB Paul Barry Stark Wealth Management LLC | 4,550 | $312,948.14 | $392,801.5 | $79,853.36 | 25.52% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 4,396 | $386,475 | $379,506.68 | -$6,968.32 | -1.8% |
| JS Jeffrey Socha Entrewealth LLC | 3,637 | $327,379 | $329,948.64 | $2,569.64 | 0.78% |
Bradley Wilson Crews Bank & Trust | 284 | $21,601.02 | $24,517.72 | $2,916.7 | 13.5% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 31,982 | $2.04M | $2.9M | $867,574.69 | 42.62% |
| BFL Baring Financial LLC Baring Financial LLC | 110,432 | $8.16M | $9.53M | $1.38M | 16.87% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 7,120 | $573,124.4 | $614,669.6 | $41,545.2 | 7.25% |
| PBS P. Brian Saxton Saiph Capital LLC | 3,275 | $239,841.35 | $282,730.75 | $42,889.4 | 17.88% |
| IAL IFC Advisors LLC IFC Advisors LLC | 938,049 | $63.26M | $84.82M | $21.55M | 34.07% |