| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vantage Point Financial LLC Vantage Point Financial LLC | 1,155 | $212,368.38 | $257,530.35 | $45,161.97 | 21.27% |
VestGen Advisors LLC VestGen Advisors LLC | 31,905 | $4.85M | $7.15M | $2.3M | 47.45% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 1,792 | $339,996 | $385,674.24 | $45,678.24 | 13.43% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 1,604 | $280,996.92 | $359,488.48 | $78,491.56 | 27.93% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 255 | $31,256.04 | $54,881.1 | $23,625.06 | 75.59% |
Allyson Mickool Florida Financial Advisors LLC | 14,683 | $2.61M | $3.29M | $681,160.71 | 26.1% |
Grant Reeves CVFG LLC | 13,310 | $2.42M | $2.98M | $559,276.3 | 23.07% |
Tony Edwards BankPlus Wealth Management LLC | 4,935 | $715,626.23 | $1.06M | $346,484.47 | 48.42% |
Elizabeth Arce Sovran Advisors LLC | 5,809 | $860,385.36 | $1.25M | $389,827.62 | 45.31% |
Westmount Partners LLC Westmount Partners LLC | 2,564 | $455,459.27 | $551,824.08 | $96,364.81 | 21.16% |
| EJK Edward J. King Graney & King LLC | 114 | $15,170.33 | $25,419.72 | $10,249.39 | 67.56% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 15,017 | $2.64M | $3.23M | $590,933.33 | 22.38% |
| JB Jeff Burrow Sierra Ocean LLC | 1,858 | $223,337.59 | $414,296.84 | $190,959.25 | 85.5% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 254 | $37,318.86 | $54,665.88 | $17,347.02 | 46.48% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 1,811 | $243,269.78 | $403,816.78 | $160,547 | 66% |
Bradley Wilson Crews Bank & Trust | 2,799 | $324,158.63 | $602,400.78 | $278,242.15 | 85.84% |
| PW Potentia Wealth Potentia Wealth | 8,277 | $1.39M | $1.84M | $456,261.76 | 32.88% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 31,527 | $4.81M | $6.79M | $1.97M | 40.96% |
Camaron Barta BXM Wealth LLC | 6,406 | $1.18M | $1.38M | $198,186.28 | 16.79% |
| RN Ron New Whipplewood Advisors LLC | 56 | $10,802.4 | $12,052.32 | $1,249.92 | 11.57% |