| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lia Bertelson Mallini Complete Financial Planning LLC | 2,220 | $268,532 | $465,112.18 | $196,580.18 | 73.21% |
VestGen Advisors LLC VestGen Advisors LLC | 1,784 | $319,615.68 | $376,049.34 | $56,433.66 | 17.66% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 25 | $4,045 | $5,237.75 | $1,192.75 | 29.49% |
Bradley Wilson Crews Bank & Trust | 302 | $36,394 | $63,272.02 | $26,878.02 | 73.85% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 1,603 | $210,875 | $335,844.51 | $124,969.51 | 59.26% |
| LG Luc Gaudet Louisbourg Investments Inc. | 25,705 | $2.62M | $5.39M | $2.77M | 105.59% |
George Hall II One8Zero8 LLC | 35,394 | $4.27M | $7.46M | $3.19M | 74.84% |
Citrine Capital LLC Citrine Capital LLC | 5,412 | $652,200 | $1.13M | $481,668.07 | 73.85% |
| CWA CogentBlue Wealth Advisors LLC CogentBlue Wealth Advisors LLC | 3,305 | $403,841.02 | $692,430.52 | $288,589.5 | 71.46% |
Bryan Molinar Atlas Legacy Advisors LLC | 6,501 | $915,021.06 | $1.36M | $447,003.38 | 48.85% |
Heather LeVar Roxbury Financial LLC | 444 | $60,854.88 | $93,022.44 | $32,167.56 | 52.86% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 145 | $17,474 | $30,378.95 | $12,904.95 | 73.85% |
| DN Daniel Newman Noble Wealth Management PBC | 3 | $621 | $628.53 | $7.53 | 1.21% |
| FG Fabian Guerra Guerra Advisors Inc. | 58 | $8,545 | $12,151.58 | $3,606.58 | 42.21% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 3,044 | $545,018.28 | $641,644.73 | $96,626.45 | 17.73% |
| SID Sava Infond d.o.o. Sava Infond d.o.o. | 980 | $167,478.73 | $205,319.79 | $37,841.06 | 22.59% |
| GLF Groupe La Francaise Groupe La Francaise | 2,707 | $355,304.3 | $552,282.14 | $196,977.84 | 55.44% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 6,791 | $897,933.95 | $1.42M | $524,848.39 | 58.45% |
| RFL Rossby Financial LLC Rossby Financial LLC | 104 | $14,651.58 | $21,789.04 | $7,137.46 | 48.71% |
| RS Ruza Susnik Triglav Investments d.o.o. | 109,880 | $22.74M | $23.16M | $419,740.5 | 1.85% |