| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lyn Dippel Curio Wealth LLC | 6 | $396 | $447.96 | $51.96 | 13.12% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 24,927 | $1.33M | $1.85M | $523,061.34 | 39.42% |
VestGen Advisors LLC VestGen Advisors LLC | 26,499 | $1.68M | $1.98M | $297,590.31 | 17.71% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 3,989 | $209,663.58 | $296,023.69 | $86,360.11 | 41.19% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,071 | $63,095.86 | $79,478.91 | $16,383.05 | 25.97% |
Allyson Mickool Florida Financial Advisors LLC | 4,859 | $273,155.48 | $360,586.39 | $87,430.91 | 32.01% |
Elizabeth Arce Sovran Advisors LLC | 3,067 | $202,391.33 | $227,602.07 | $25,210.74 | 12.46% |
Westmount Partners LLC Westmount Partners LLC | 8,093 | $373,238.72 | $600,581.53 | $227,342.81 | 60.91% |
| EJK Edward J. King Graney & King LLC | 401 | $21,150.7 | $29,758.21 | $8,607.51 | 40.7% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 34,513 | $1.44M | $2.56M | $1.12M | 77.35% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 50 | $3,598 | $3,710.5 | $112.5 | 3.13% |
Bradley Wilson Crews Bank & Trust | 3,771 | $216,092.35 | $279,845.91 | $63,753.56 | 29.5% |
| RN Ron New Whipplewood Advisors LLC | 4,569 | $259,991.86 | $339,065.49 | $79,073.63 | 30.41% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 11,281 | $590,336.44 | $837,163.01 | $246,826.57 | 41.81% |
| JB Joshalyn Baca TigerOak Management LLC | 15,278 | $854,109.91 | $1.13M | $279,670.47 | 32.74% |
| BFL Baring Financial LLC Baring Financial LLC | 3,318 | $238,727 | $246,228.78 | $7,501.78 | 3.14% |
| LG Luc Gaudet Louisbourg Investments Inc. | 1,439 | $86,422.64 | $106,788.19 | $20,365.55 | 23.57% |
George Hall II One8Zero8 LLC | 31,504 | $1.67M | $2.34M | $669,942.64 | 40.17% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 16,014 | $959,840.66 | $1.19M | $228,558.28 | 23.81% |
| FLP Financial Life Planners Financial Life Planners | 365 | $24,063 | $27,086.65 | $3,023.65 | 12.57% |