| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lyn Dippel Curio Wealth LLC | 3,240 | $85,863.28 | $106,110 | $20,246.72 | 23.58% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 620,129 | $17.07M | $20.41M | $3.34M | 19.59% |
| MWG Martin Worley Group Martin Worley Group | 188,118 | $5.13M | $6.17M | $1.04M | 20.21% |
Cameron J. Penney Penney Financial LLC | 308,191 | $7.99M | $10.1M | $2.11M | 26.41% |
VestGen Advisors LLC VestGen Advisors LLC | 53,123 | $1.64M | $1.74M | $101,191.71 | 6.18% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 442 | $12,079.09 | $14,546.22 | $2,467.13 | 20.42% |
Allyson Mickool Florida Financial Advisors LLC | 156,724 | $4.41M | $5.16M | $746,879.2 | 16.93% |
Grant Reeves CVFG LLC | 230,536 | $7.07M | $7.59M | $514,096.76 | 7.27% |
Scott Arwin Ring Mountain Capital LLC | 17,539 | $478,371.36 | $577,208.49 | $98,837.13 | 20.66% |
Elizabeth Arce Sovran Advisors LLC | 119,240 | $3.28M | $3.92M | $642,124.5 | 19.56% |
Westmount Partners LLC Westmount Partners LLC | 8,084 | $256,357 | $266,044.44 | $9,687.44 | 3.78% |
| EJK Edward J. King Graney & King LLC | 31,255 | $853,495.76 | $1.03M | $175,106.29 | 20.52% |
| MP Megan Parrish Berkeley Inc. | 173,148 | $4.32M | $5.67M | $1.36M | 31.45% |
| JS Jeffrey Socha Entrewealth LLC | 10,135 | $310,930 | $332,174.62 | $21,244.62 | 6.83% |
Bradley Wilson Crews Bank & Trust | 8,155 | $222,794.47 | $268,381.05 | $45,586.58 | 20.46% |
Camaron Barta BXM Wealth LLC | 129,746 | $3.55M | $4.27M | $723,256.49 | 20.39% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 145,979 | $3.99M | $4.78M | $797,851.26 | 20.01% |
May Barnhard Investments LLC May Barnhard Investments LLC | 26,717 | $734,472.6 | $875,649.67 | $141,177.07 | 19.22% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 7,407 | $203,387.17 | $242,764.42 | $39,377.25 | 19.36% |
| CM Christopher McCall Journey Beyond Wealth LLC | 91,709 | $2.52M | $3.01M | $489,499.75 | 19.46% |