| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lyn Dippel Curio Wealth LLC | 7,618 | $1.35M | $1.52M | $164,787.32 | 12.17% |
VestGen Advisors LLC VestGen Advisors LLC | 171,512 | $16.3M | $34.3M | $18M | 110.47% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 2,444 | $285,141 | $491,170.68 | $206,029.68 | 72.26% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 250 | $19,315.99 | $50,242.5 | $30,926.51 | 160.11% |
Allyson Mickool Florida Financial Advisors LLC | 6,223 | $1.11M | $1.25M | $139,279.67 | 12.53% |
Grant Reeves CVFG LLC | 35,399 | $5.1M | $7.11M | $2.01M | 39.37% |
Scott Arwin Ring Mountain Capital LLC | 5,931 | $1.07M | $1.19M | $117,794.56 | 11.02% |
Elizabeth Arce Sovran Advisors LLC | 61,040 | $7.97M | $12.27M | $4.29M | 53.83% |
Westmount Partners LLC Westmount Partners LLC | 2,233 | $304,607.13 | $448,766.01 | $144,158.88 | 47.33% |
| EJK Edward J. King Graney & King LLC | 135 | $13,750.21 | $27,130.95 | $13,380.74 | 97.31% |
| RL Rajendra Lachman Berbice Capital Management LLC | 200 | $25,723.52 | $39,940 | $14,216.48 | 55.27% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 148,855 | $11.31M | $29.64M | $18.33M | 162.1% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 1,763 | $241,668.2 | $353,000.02 | $111,331.82 | 46.07% |
| PB Paul Barry Stark Wealth Management LLC | 4,392 | $354,229.63 | $871,790.04 | $517,560.41 | 146.11% |
| MP Megan Parrish Berkeley Inc. | 1,830 | $325,282.5 | $365,451 | $40,168.5 | 12.35% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 15,439 | $1.8M | $3.1M | $1.31M | 72.64% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 9,753 | $975,392.44 | $1.95M | $973,354.49 | 99.79% |
| JS Jeffrey Socha Entrewealth LLC | 1,438 | $268,978 | $288,994.86 | $20,016.86 | 7.44% |
| MP Marcus Pimentel SLT Holdings LLC | 7,759 | $937,546.86 | $1.56M | $618,132.64 | 65.93% |
Bradley Wilson Crews Bank & Trust | 288 | $34,634.49 | $57,879.36 | $23,244.87 | 67.11% |