| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Griffin Friday Financial | 1,819 | $495,482.14 | $1.21M | $718,445.68 | 145% |
Tandem Financial LLC Tandem Financial LLC | 10,242 | $5.62M | $7.02M | $1.4M | 24.91% |
VestGen Advisors LLC VestGen Advisors LLC | 7,940 | $2.88M | $5.25M | $2.36M | 81.89% |
Grant Reeves CVFG LLC | 7,323 | $4.02M | $4.84M | $819,003.56 | 20.37% |
Elizabeth Arce Sovran Advisors LLC | 982 | $423,863.38 | $655,347.51 | $231,484.13 | 54.61% |
| RL Rajendra Lachman Berbice Capital Management LLC | 140 | $54,537.48 | $93,430.4 | $38,892.92 | 71.31% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 204 | $80,876.47 | $136,141.44 | $55,264.97 | 68.33% |
| MP Marcus Pimentel SLT Holdings LLC | 474 | $200,056.68 | $316,328.64 | $116,271.96 | 58.12% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 11,057 | $5.04M | $7.38M | $2.34M | 46.35% |
Camaron Barta BXM Wealth LLC | 549 | $236,723 | $366,380.63 | $129,657.63 | 54.77% |
| RN Ron New Whipplewood Advisors LLC | 3 | $1,647 | $2,002.08 | $355.08 | 21.56% |
| JW Jeffrey Waters OFC Financial Planning LLC | 2,405 | $760,100 | $1.64M | $882,490.95 | 116.1% |
Cache Advisors LLC Cache Advisors LLC | 1,047 | $753,882 | $698,725.91 | -$55,156.09 | -7.32% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 281 | $202,331 | $185,701.66 | -$16,629.34 | -8.22% |
| MM Michael McCracken MFG Wealth Management Inc. | 2,996 | $1.26M | $2M | $734,919.05 | 58.12% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 565 | $213,615 | $377,058.39 | $163,443.39 | 76.51% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 555 | $210,689.75 | $370,384.79 | $159,695.04 | 75.8% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 5 | $2,745 | $3,336.8 | $591.8 | 21.56% |
Samira Kadam Synergy Investment Management LLC | 229 | $159,416.87 | $157,043.63 | -$2,373.24 | -1.49% |
| BM Berkeley Meredith Hughes Financial Services LLC | 18 | $8,354.06 | $12,012.48 | $3,658.42 | 43.79% |