| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 616,226 | $16.96M | $21.19M | $4.23M | 24.96% |
Lia Bertelson Mallini Complete Financial Planning LLC | 9,186 | $298,820 | $313,932.47 | $15,112.47 | 5.06% |
| MWG Martin Worley Group Martin Worley Group | 188,118 | $5.13M | $6.42M | $1.29M | 25.2% |
Cameron J. Penney Penney Financial LLC | 293,595 | $7.62M | $10.04M | $2.42M | 31.81% |
VestGen Advisors LLC VestGen Advisors LLC | 34,584 | $1.1M | $1.18M | $83,526.53 | 7.6% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 445 | $12,174.24 | $15,267.95 | $3,093.71 | 25.41% |
Allyson Mickool Florida Financial Advisors LLC | 160,369 | $4.53M | $5.51M | $983,786.95 | 21.73% |
Grant Reeves CVFG LLC | 241,721 | $7.43M | $8.3M | $873,179.97 | 11.76% |
Scott Arwin Ring Mountain Capital LLC | 17,224 | $469,779.83 | $587,522.7 | $117,742.87 | 25.06% |
Elizabeth Arce Sovran Advisors LLC | 116,485 | $3.21M | $4M | $795,595.6 | 24.81% |
Westmount Partners LLC Westmount Partners LLC | 8,084 | $256,357 | $277,766.24 | $21,409.24 | 8.35% |
| EJK Edward J. King Graney & King LLC | 29,840 | $814,837.95 | $1.03M | $210,464.45 | 25.83% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 6,178 | $200,979 | $212,276.08 | $11,297.08 | 5.62% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 6,400 | $202,944 | $218,528 | $15,584 | 7.68% |
| MP Megan Parrish Berkeley Inc. | 169,985 | $4.24M | $5.8M | $1.57M | 36.96% |
Bradley Wilson Crews Bank & Trust | 8,155 | $222,794.47 | $280,042.7 | $57,248.23 | 25.7% |
Camaron Barta BXM Wealth LLC | 129,752 | $3.55M | $4.46M | $915,945.41 | 25.82% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 144,587 | $3.95M | $4.98M | $1.03M | 26.06% |
May Barnhard Investments LLC May Barnhard Investments LLC | 21,295 | $591,147 | $727,117.77 | $135,970.77 | 23% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 7,466 | $205,257.96 | $255,150.55 | $49,892.59 | 24.31% |