| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lyn Dippel Curio Wealth LLC | 271 | $52,159.69 | $68,525.06 | $16,365.37 | 31.38% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 1,358 | $256,839.64 | $343,383.88 | $86,544.24 | 33.7% |
VestGen Advisors LLC VestGen Advisors LLC | 11,106 | $2.32M | $2.81M | $489,706.51 | 21.12% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 1,044 | $211,362.43 | $263,985.84 | $52,623.41 | 24.9% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 335 | $64,604.75 | $84,708.1 | $20,103.35 | 31.12% |
Mark T. Williams InvesTrust | 3,510 | $675,780.38 | $887,538.6 | $211,758.22 | 31.34% |
Allyson Mickool Florida Financial Advisors LLC | 2,197 | $447,226.43 | $555,533.42 | $108,306.99 | 24.22% |
Grant Reeves CVFG LLC | 1,769 | $342,078.81 | $447,309.34 | $105,230.53 | 30.76% |
| CAL Caxton Associates LLP Caxton Associates LLP | 3,937 | $821,770 | $995,509.82 | $173,739.82 | 21.14% |
Westmount Partners LLC Westmount Partners LLC | 1,486 | $274,560.3 | $375,749.96 | $101,189.66 | 36.86% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 272 | $55,616.74 | $68,777.92 | $13,161.18 | 23.66% |
Bradley Wilson Crews Bank & Trust | 1,132 | $218,306 | $286,237.52 | $67,931.52 | 31.12% |
SummitTX Capital LP SummitTX Capital LP | 6,668 | $1.39M | $1.69M | $294,429.45 | 21.16% |
| RN Ron New Whipplewood Advisors LLC | 54 | $11,237 | $13,654.44 | $2,417.44 | 21.51% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 13,877 | $2.68M | $3.51M | $827,642.75 | 30.87% |
George Hall II One8Zero8 LLC | 2,879 | $555,215.46 | $727,983.94 | $172,768.48 | 31.12% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 5,154 | $986,667.4 | $1.3M | $316,573.04 | 32.09% |
| FLP Financial Life Planners Financial Life Planners | 147 | $30,645 | $37,170.42 | $6,525.42 | 21.29% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 1,600 | $308,560 | $404,576 | $96,016 | 31.12% |
Centerpoint Advisory Group Centerpoint Advisory Group | 1,345 | $259,383.97 | $340,096.7 | $80,712.73 | 31.12% |