| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lyn Dippel Curio Wealth LLC | 705 | $40,439.63 | $43,953.22 | $3,513.59 | 8.69% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 52,923 | $2.7M | $3.3M | $600,662.92 | 22.22% |
VestGen Advisors LLC VestGen Advisors LLC | 27,347 | $1.4M | $1.7M | $305,949.26 | 21.88% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 664 | $34,050.18 | $41,397.08 | $7,346.9 | 21.58% |
Allyson Mickool Florida Financial Advisors LLC | 53,282 | $2.97M | $3.32M | $355,409.72 | 11.98% |
Grant Reeves CVFG LLC | 73,620 | $4.17M | $4.59M | $423,294.6 | 10.16% |
Elizabeth Arce Sovran Advisors LLC | 57,212 | $3.2M | $3.57M | $369,790.76 | 11.57% |
| EJK Edward J. King Graney & King LLC | 22,467 | $1.15M | $1.4M | $251,407.09 | 21.88% |
| MP Megan Parrish Berkeley Inc. | 6,104 | $209,917 | $380,462.32 | $170,545.32 | 81.24% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 96,096 | $5.05M | $5.99M | $938,899.87 | 18.59% |
Bradley Wilson Crews Bank & Trust | 3,816 | $195,150 | $235,409.04 | $40,259.04 | 20.63% |
| PW Potentia Wealth Potentia Wealth | 325,936 | $16.88M | $20.32M | $3.44M | 20.37% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 54,992 | $2.86M | $3.43M | $568,376.64 | 19.88% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 53,795 | $2.92M | $3.35M | $439,180.77 | 15.06% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 11,068 | $567,110.2 | $690,145.14 | $123,034.94 | 21.7% |
| MK Matthew Klein Matauro LLC | 22,255 | $1.14M | $1.39M | $246,611.31 | 21.61% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 3,610 | $219,454 | $225,101.55 | $5,647.55 | 2.57% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 14,727 | $753,140.34 | $918,375.72 | $165,235.38 | 21.94% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 13,018 | $666,052.58 | $811,737.39 | $145,684.81 | 21.87% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 27 | $1,539 | $1,683.58 | $144.58 | 9.39% |