| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cameron J. Penney Penney Financial LLC | 9,816 | $203,063.59 | $296,884.92 | $93,821.33 | 46.2% |
VestGen Advisors LLC VestGen Advisors LLC | 7,534 | $200,725.54 | $228,581.56 | $27,856.02 | 13.88% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 80,097 | $2.11M | $2.42M | $313,788.85 | 14.89% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 474,745 | $11.06M | $14.38M | $3.33M | 30.1% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 340,698 | $9.16M | $10.22M | $1.06M | 11.58% |
Scott Arwin Ring Mountain Capital LLC | 193,333 | $5.1M | $5.87M | $773,429.22 | 15.17% |
| EFL Envision Financial LLC Envision Financial LLC | 357,907 | $8.3M | $10.86M | $2.56M | 30.87% |
Elizabeth Arce Sovran Advisors LLC | 43,759 | $1.09M | $1.31M | $223,312.98 | 20.46% |
Westmount Partners LLC Westmount Partners LLC | 105,342 | $2.28M | $3.18M | $895,158.79 | 39.2% |
| EJK Edward J. King Graney & King LLC | 161 | $3,743.94 | $4,847.71 | $1,103.77 | 29.48% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 4.08M | $96.47M | $122.42M | $25.95M | 26.9% |
| MP Megan Parrish Berkeley Inc. | 154,416 | $2.64M | $4.67M | $2.03M | 76.86% |
| JS Jeffrey Socha Entrewealth LLC | 33,529 | $914,142.25 | $1.01M | $97,427.68 | 10.66% |
| MP Marcus Pimentel SLT Holdings LLC | 47,509 | $1.34M | $1.44M | $98,224.35 | 7.31% |
Bradley Wilson Crews Bank & Trust | 5,712 | $146,639.97 | $171,588.48 | $24,948.51 | 17.01% |
Camaron Barta BXM Wealth LLC | 14,975 | $440,714 | $453,892.25 | $13,178.25 | 2.99% |
| RN Ron New Whipplewood Advisors LLC | 550 | $14,102.03 | $16,522 | $2,419.97 | 17.16% |
May Barnhard Investments LLC May Barnhard Investments LLC | 492,486 | $9.35M | $14.91M | $5.56M | 59.44% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 9,179 | $224,326.11 | $278,261.38 | $53,935.27 | 24.04% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 28,776 | $846,878 | $872,488.32 | $25,610.32 | 3.02% |