| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 12,776 | $1.12M | $1.18M | $52,890.8 | 4.71% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 16,919 | $1.27M | $1.52M | $257,703.1 | 20.34% |
Allyson Mickool Florida Financial Advisors LLC | 18,528 | $1.49M | $1.68M | $187,275.05 | 12.55% |
Grant Reeves CVFG LLC | 7,210 | $499,886.8 | $654,091.2 | $154,204.4 | 30.85% |
Kyle Rolek Rolek Wealth Management LLC | 11,095 | $771,648.14 | $997,440.5 | $225,792.36 | 29.26% |
Elizabeth Arce Sovran Advisors LLC | 19,621 | $1.44M | $1.77M | $327,670.7 | 22.72% |
Westmount Partners LLC Westmount Partners LLC | 8,906 | $341,592.54 | $808,664.8 | $467,072.26 | 136.73% |
| EJK Edward J. King Graney & King LLC | 15,714 | $1.12M | $1.42M | $303,841.55 | 27.14% |
| PB Paul Barry Stark Wealth Management LLC | 4,550 | $312,948.14 | $409,431.75 | $96,483.61 | 30.83% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 4,396 | $386,475 | $403,245.08 | $16,770.08 | 4.34% |
| JS Jeffrey Socha Entrewealth LLC | 3,257 | $293,173.88 | $295,475.04 | $2,301.16 | 0.78% |
Bradley Wilson Crews Bank & Trust | 284 | $21,601.02 | $25,642.36 | $4,041.34 | 18.71% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 31,982 | $2.04M | $2.93M | $896,038.67 | 44.02% |
| BFL Baring Financial LLC Baring Financial LLC | 112,672 | $8.36M | $10.33M | $1.97M | 23.53% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 7,120 | $573,124.4 | $649,771.2 | $76,646.8 | 13.37% |
| PBS P. Brian Saxton Saiph Capital LLC | 3,275 | $239,841.35 | $299,957.25 | $60,115.9 | 25.06% |
| IAL IFC Advisors LLC IFC Advisors LLC | 938,049 | $63.26M | $85.71M | $22.45M | 35.48% |
| FLP Financial Life Planners Financial Life Planners | 32,345 | $2.23M | $2.93M | $707,384.4 | 31.78% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 5,099 | $350,165.87 | $467,680.28 | $117,514.41 | 33.56% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 9,365 | $643,206.93 | $862,048.25 | $218,841.32 | 34.02% |