| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason D. Finley Finley Financial LLC | 1,668 | $47,521 | $57,621.06 | $10,100.06 | 21.25% |
REAP Financial Group LLC REAP Financial Group LLC | 2,262 | $81,679.55 | $77,134.2 | -$4,545.35 | -5.56% |
VestGen Advisors LLC VestGen Advisors LLC | 6,910 | $205,819.67 | $237,911.3 | $32,091.63 | 15.59% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 45,529 | $1.26M | $1.57M | $305,727.14 | 24.23% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 57,466 | $1.73M | $1.96M | $233,301.37 | 13.5% |
| EFL Envision Financial LLC Envision Financial LLC | 70,620 | $1.96M | $2.44M | $483,047.01 | 24.68% |
| EJK Edward J. King Graney & King LLC | 66 | $1,729 | $2,260.5 | $531.5 | 30.74% |
| MP Megan Parrish Berkeley Inc. | 10,637 | $241,922.03 | $365,753.24 | $123,831.21 | 51.19% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 6,577 | $203,624 | $226,150.14 | $22,526.14 | 11.06% |
| MP Marcus Pimentel SLT Holdings LLC | 8,000 | $237,119.7 | $276,400 | $39,280.3 | 16.57% |
| RN Ron New Whipplewood Advisors LLC | 39,709 | $1.11M | $1.36M | $242,797.16 | 21.8% |
May Barnhard Investments LLC May Barnhard Investments LLC | 111,153 | $2.86M | $3.82M | $964,357.88 | 33.75% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 14,149 | $521,674 | $488,494.22 | -$33,179.78 | -6.36% |
Samira Kadam Synergy Investment Management LLC | 426 | $13,189 | $14,662.92 | $1,473.92 | 11.18% |
| SIM Sims Investment Management LLC Sims Investment Management LLC | 24,180 | $633,524.87 | $834,814.5 | $201,289.63 | 31.77% |
Heather LeVar Roxbury Financial LLC | 1,350 | $37,867.79 | $46,176.75 | $8,308.96 | 21.94% |
Promus Capital LLC Promus Capital LLC | 555 | $15,379 | $19,022.62 | $3,643.62 | 23.69% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 28,977 | $802,958.2 | $1M | $198,197.15 | 24.68% |
North Forty Two & Co. North Forty Two & Co. | 51,501 | $1.45M | $1.78M | $322,502.91 | 22.18% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 32,823 | $909,525.21 | $1.13M | $223,196.52 | 24.54% |