| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Manuka Financial LLC Manuka Financial LLC | 1,208 | $218,588 | $230,510.57 | $11,922.57 | 5.45% |
Tandem Financial LLC Tandem Financial LLC | 14,238 | $1.87M | $2.72M | $844,810.46 | 45.13% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 2,971 | $491,225 | $566,926.25 | $75,701.25 | 15.41% |
VestGen Advisors LLC VestGen Advisors LLC | 16,828 | $2.74M | $3.21M | $471,281.19 | 17.2% |
John Raniolo Elwood Capital Partners LP | 3,761 | $452,636.36 | $717,674.06 | $265,037.7 | 58.55% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 2,042 | $369,418 | $389,654.46 | $20,236.46 | 5.48% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 1,958 | $324,964.56 | $373,625.58 | $48,661.02 | 14.97% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 981 | $118,108.32 | $187,194.43 | $69,086.11 | 58.49% |
Mark T. Williams InvesTrust | 18,261 | $2.2M | $3.48M | $1.29M | 58.69% |
Allyson Mickool Florida Financial Advisors LLC | 3,494 | $585,262.91 | $649,884 | $64,621.09 | 11.04% |
Elizabeth Arce Sovran Advisors LLC | 8,803 | $1.36M | $1.68M | $322,802.31 | 23.79% |
Westmount Partners LLC Westmount Partners LLC | 3,524 | $360,800.41 | $672,449.72 | $311,649.31 | 86.38% |
| EJK Edward J. King Graney & King LLC | 102 | $12,592.38 | $19,325.94 | $6,733.56 | 53.47% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 127,059 | $12.54M | $23.75M | $11.21M | 89.42% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 140 | $24,779.59 | $26,714.8 | $1,935.21 | 7.81% |
| MP Marcus Pimentel SLT Holdings LLC | 6,592 | $988,114.42 | $1.26M | $269,771.09 | 27.3% |
Bradley Wilson Crews Bank & Trust | 2,604 | $313,391.08 | $496,895.31 | $183,504.23 | 58.55% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 1,450 | $264,088.5 | $276,689.01 | $12,600.51 | 4.77% |
Camaron Barta BXM Wealth LLC | 2,584 | $467,471 | $493,078.91 | $25,607.91 | 5.48% |
| RN Ron New Whipplewood Advisors LLC | 212 | $35,052.03 | $40,453.84 | $5,401.81 | 15.41% |