| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,060 | $62,370.09 | $74,624 | $12,253.91 | 19.65% |
| AM Allyson Mickool Florida Financial Advisors LLC | 4,401 | $242,915.32 | $309,830.4 | $66,915.08 | 27.55% |
| EA Elizabeth Arce Sovran Advisors LLC | 3,067 | $202,391.33 | $215,916.8 | $13,525.47 | 6.68% |
| WPL Westmount Partners LLC Westmount Partners LLC | 8,034 | $368,993.7 | $565,593.6 | $196,599.9 | 53.28% |
| EJK Edward J. King Graney & King LLC | 396 | $20,820.88 | $27,878.4 | $7,057.52 | 33.9% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 34,516 | $1.44M | $2.43M | $985,659.15 | 68.25% |
| BW Bradley Wilson Crews Bank & Trust | 3,035 | $163,137.24 | $213,664 | $50,526.76 | 30.97% |
| RN Ron New Whipplewood Advisors LLC | 4,569 | $259,991.86 | $321,657.6 | $61,665.74 | 23.72% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 11,338 | $593,316.84 | $798,195.2 | $204,878.36 | 34.53% |
| JB Joshalyn Baca TigerOak Management LLC | 15,278 | $854,109.91 | $1.08M | $221,461.29 | 25.93% |
| CAL Cache Advisors LLC Cache Advisors LLC | 320 | $21,117 | $22,528 | $1,411 | 6.68% |
| LG Luc Gaudet Louisbourg Investments Inc. | 1,439 | $86,422.64 | $101,305.6 | $14,882.96 | 17.22% |
| GHI George Hall II One8Zero8 LLC | 33,204 | $1.76M | $2.34M | $580,700.3 | 33.05% |
| PCA Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 16,014 | $959,840.66 | $1.13M | $167,544.94 | 17.45% |
| SWA Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 11,872 | $622,005.24 | $835,788.8 | $213,783.56 | 34.37% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 10,191 | $539,022.41 | $717,446.4 | $178,423.99 | 33.1% |
| CM Chelsea Michels Michels Family Financial LLC | 18,780 | $988,218.55 | $1.32M | $333,893.45 | 33.79% |
| AFI Atala Financial Inc. Atala Financial Inc. | 3,500 | $228,591 | $246,400 | $17,809 | 7.79% |
| BWL BostonPremier Wealth LLC BostonPremier Wealth LLC | 3,908 | $204,477.38 | $275,123.2 | $70,645.82 | 34.55% |
| SK Samira Kadam Synergy Investment Management LLC | 1,965 | $129,671 | $138,336 | $8,665 | 6.68% |