| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lyn Dippel Curio Wealth LLC | 2,522 | $183,275.14 | $218,909.6 | $35,634.46 | 19.44% |
| MWG Martin Worley Group Martin Worley Group | 9,877 | $600,028 | $828,680.3 | $228,652.3 | 38.11% |
Sincerus Advisory LLC Sincerus Advisory LLC | 30,679 | $1.99M | $2.57M | $588,438.28 | 29.64% |
Westmount Partners LLC Westmount Partners LLC | 12,829 | $750,678.4 | $1.08M | $325,674.7 | 43.38% |
| MP Megan Parrish Berkeley Inc. | 14,218 | $953,304.38 | $1.19M | $239,585.82 | 25.13% |
Financial Harvest LLC Financial Harvest LLC | 7,534 | $547,563.61 | $653,951.2 | $106,387.59 | 19.43% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 11,519 | $707,175.87 | $966,444.1 | $259,268.23 | 36.66% |
| CM Chelsea Michels Michels Family Financial LLC | 2,960 | $215,391.29 | $257,934.4 | $42,543.11 | 19.75% |
Aurelius Family Office LLC Aurelius Family Office LLC | 3,049 | $185,227.18 | $255,811.1 | $70,583.92 | 38.11% |
Samira Kadam Synergy Investment Management LLC | 22 | $1,732.55 | $1,917.08 | $184.53 | 10.65% |
Heather LeVar Roxbury Financial LLC | 28 | $1,701 | $2,349.2 | $648.2 | 38.11% |
| PIF Partners in Financial Planning Partners in Financial Planning | 51,454 | $3.71M | $4.47M | $759,901.63 | 20.5% |
Promus Capital LLC Promus Capital LLC | 30 | $1,822.67 | $2,517 | $694.33 | 38.09% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 22,079 | $1.34M | $1.9M | $560,365.02 | 41.78% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 186 | $11,816.58 | $15,605.4 | $3,788.82 | 32.06% |
Jeremy Will Bestgate Wealth Advisors LLC | 3,575 | $226,015.26 | $299,942.5 | $73,927.24 | 32.71% |
Clune & Associates Ltd. Clune & Associates Ltd. | 4,443 | $275,925.47 | $372,767.7 | $96,842.23 | 35.1% |
David N. Smith Bridge Generations Wealth Management LLC | 6,262 | $380,416.5 | $525,381.8 | $144,965.3 | 38.11% |
Note Advisors LLC Note Advisors LLC | 2,764 | $167,913 | $240,854.96 | $72,941.96 | 43.44% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 63,895 | $4.49M | $5.5M | $1.02M | 22.66% |