| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Manuka Financial LLC Manuka Financial LLC | 714 | $337,269.55 | $496,465.63 | $159,196.08 | 47.2% |
Tandem Financial LLC Tandem Financial LLC | 20,766 | $11.99M | $14.44M | $2.45M | 20.47% |
Carlos Mendoza Solano Wealth Investment Advisors LLC | 18,468 | $9.45M | $12.84M | $3.39M | 35.85% |
Lyn Dippel Curio Wealth LLC | 572 | $320,232.02 | $398,146.32 | $77,914.3 | 24.33% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 835 | $500,287.2 | $580,600.57 | $80,313.37 | 16.05% |
Lia Bertelson Mallini Complete Financial Planning LLC | 331 | $182,744.54 | $230,154.24 | $47,409.7 | 25.94% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 734 | $423,234.52 | $510,372.23 | $87,137.71 | 20.59% |
VestGen Advisors LLC VestGen Advisors LLC | 145,290 | $78.56M | $101.13M | $22.57M | 28.73% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 241 | $123,246.64 | $167,574.53 | $44,327.89 | 35.97% |
Sincerus Advisory LLC Sincerus Advisory LLC | 2,002 | $1.03M | $1.39M | $359,124.59 | 34.77% |
Allyson Mickool Florida Financial Advisors LLC | 22,244 | $9.68M | $15.47M | $5.79M | 59.86% |
Grant Reeves CVFG LLC | 4,956 | $2.6M | $3.45M | $845,926.52 | 32.53% |
Tony Edwards BankPlus Wealth Management LLC | 1,111 | $570,098.27 | $772,478.29 | $202,380.02 | 35.5% |
| CAL Caxton Associates LLP Caxton Associates LLP | 590 | $340,536 | $410,244.71 | $69,708.71 | 20.47% |
Kyle Rolek Rolek Wealth Management LLC | 308 | $227,119 | $214,161.65 | -$12,957.35 | -5.71% |
Scott Arwin Ring Mountain Capital LLC | 452 | $271,438.44 | $314,289.17 | $42,850.73 | 15.79% |
Elizabeth Arce Sovran Advisors LLC | 18,802 | $9.53M | $13.07M | $3.54M | 37.14% |
Westmount Partners LLC Westmount Partners LLC | 8,128 | $2.8M | $5.65M | $2.85M | 101.62% |
| EJK Edward J. King Graney & King LLC | 228 | $112,182.38 | $158,535.24 | $46,352.86 | 41.32% |
| RL Rajendra Lachman Berbice Capital Management LLC | 3,730 | $1.91M | $2.59M | $684,068.65 | 35.82% |