| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tandem Financial LLC Tandem Financial LLC | 14,238 | $1.87M | $2.85M | $976,725.39 | 52.17% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 2,971 | $491,225 | $606,915.88 | $115,690.88 | 23.55% |
VestGen Advisors LLC VestGen Advisors LLC | 26,526 | $4.49M | $5.3M | $806,092.83 | 17.94% |
John Raniolo Elwood Capital Partners LP | 27,761 | $4.79M | $5.68M | $880,565.63 | 18.37% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 2,042 | $369,418 | $418,007.61 | $48,589.61 | 13.15% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 1,672 | $279,570.64 | $335,236 | $55,665.36 | 19.91% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 981 | $118,108.32 | $200,231.91 | $82,123.59 | 69.53% |
Mark T. Williams InvesTrust | 15,462 | $1.86M | $3.16M | $1.3M | 70.17% |
Allyson Mickool Florida Financial Advisors LLC | 3,494 | $585,262.91 | $712,950.7 | $127,687.79 | 21.82% |
Scott Arwin Ring Mountain Capital LLC | 1,500 | $271,364.54 | $299,992.5 | $28,627.96 | 10.55% |
Elizabeth Arce Sovran Advisors LLC | 8,803 | $1.36M | $1.8M | $438,737.73 | 32.33% |
Westmount Partners LLC Westmount Partners LLC | 3,524 | $360,800.41 | $718,050.24 | $357,249.83 | 99.02% |
| EJK Edward J. King Graney & King LLC | 102 | $12,592.38 | $20,803.41 | $8,211.03 | 65.21% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 127,059 | $12.54M | $25.42M | $12.88M | 102.77% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 140 | $24,779.59 | $28,566.3 | $3,786.71 | 15.28% |
| JS Jeffrey Socha Entrewealth LLC | 1,393 | $262,333.31 | $285,042.62 | $22,709.31 | 8.66% |
| MP Marcus Pimentel SLT Holdings LLC | 7,092 | $1.08M | $1.42M | $334,166.34 | 30.84% |
Bradley Wilson Crews Bank & Trust | 2,604 | $313,391.08 | $531,997.2 | $218,606.12 | 69.76% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 1,450 | $264,088.5 | $290,507.5 | $26,419 | 10% |
Camaron Barta BXM Wealth LLC | 2,584 | $467,471 | $528,583.04 | $61,112.04 | 13.07% |