| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elyxium Wealth LLC Elyxium Wealth LLC | 9,654 | $652,991.41 | $807,315.75 | $154,324.34 | 23.63% |
Stephen A. Greco Pandora Wealth Inc. | 180 | $11,435 | $15,123.6 | $3,688.6 | 32.26% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 2,960 | $232,094 | $247,870.4 | $15,776.4 | 6.8% |
Melinda Trachsel Fiduciary Advisors Inc. | 4,626 | $303,250.04 | $389,786.76 | $86,536.72 | 28.54% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 369 | $22,417 | $30,796.74 | $8,379.74 | 37.38% |
Jason D. Finley Finley Financial LLC | 1,050 | $82,645.57 | $87,365.25 | $4,719.68 | 5.71% |
Lyn Dippel Curio Wealth LLC | 2,522 | $183,275.14 | $209,565.59 | $26,290.45 | 14.34% |
| MWG Martin Worley Group Martin Worley Group | 9,877 | $600,028 | $820,828.08 | $220,800.08 | 36.8% |
Sincerus Advisory LLC Sincerus Advisory LLC | 32,247 | $2.12M | $2.68M | $561,662.12 | 26.52% |
Westmount Partners LLC Westmount Partners LLC | 12,829 | $750,678.4 | $1.07M | $323,622.06 | 43.11% |
| MP Megan Parrish Berkeley Inc. | 14,218 | $953,304.38 | $1.18M | $228,140.33 | 23.93% |
Financial Harvest LLC Financial Harvest LLC | 7,547 | $548,661.05 | $627,910.4 | $79,249.35 | 14.44% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 11,519 | $707,175.87 | $970,302.96 | $263,127.09 | 37.21% |
| CM Chelsea Michels Michels Family Financial LLC | 2,960 | $215,391.29 | $249,291.2 | $33,899.91 | 15.74% |
Aurelius Family Office LLC Aurelius Family Office LLC | 3,049 | $185,227.18 | $252,900.52 | $67,673.34 | 36.54% |
Samira Kadam Synergy Investment Management LLC | 22 | $1,732.55 | $1,829.08 | $96.53 | 5.57% |
Heather LeVar Roxbury Financial LLC | 80 | $6,091.1 | $6,681.6 | $590.5 | 9.69% |
| PIF Partners in Financial Planning Partners in Financial Planning | 51,454 | $3.71M | $4.34M | $630,006.01 | 17% |
Promus Capital LLC Promus Capital LLC | 30 | $1,822.67 | $2,508.75 | $686.08 | 37.64% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 22,079 | $1.34M | $1.84M | $495,673.55 | 36.95% |