| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HHW Hiley Hunt Wealth Management Hiley Hunt Wealth Management | 5,397 | $1.32M | $1.58M | $254,310.76 | 19.23% |
Carol Somoano Asset Planning Inc. | 1,545 | $353,009.92 | $451,340.85 | $98,330.93 | 27.86% |
| RIG R.H. Investment Group LLC R.H. Investment Group LLC | 16,890 | $3.85M | $4.95M | $1.1M | 28.46% |
Kay Dee Cole Clarity Wealth Development LLC | 796 | $216,398 | $232,535.48 | $16,137.48 | 7.46% |
Manuka Financial LLC Manuka Financial LLC | 884 | $208,794.38 | $258,242.92 | $49,448.54 | 23.68% |
Lyn Dippel Curio Wealth LLC | 763 | $175,601.85 | $223,612.42 | $48,010.57 | 27.34% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 1,021 | $237,483.1 | $298,264.73 | $60,781.63 | 25.59% |
VestGen Advisors LLC VestGen Advisors LLC | 23,530 | $5.57M | $6.88M | $1.3M | 23.4% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 327 | $77,018.61 | $95,526.51 | $18,507.9 | 24.03% |
Allyson Mickool Florida Financial Advisors LLC | 1,814 | $433,105.86 | $531,628.99 | $98,523.13 | 22.75% |
Grant Reeves CVFG LLC | 14,010 | $3.34M | $4.09M | $750,896.75 | 22.46% |
Elizabeth Arce Sovran Advisors LLC | 2,226 | $549,767.52 | $650,281.38 | $100,513.86 | 18.28% |
Westmount Partners LLC Westmount Partners LLC | 2,817 | $636,083.9 | $822,930.21 | $186,846.31 | 29.37% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 11 | $2,992 | $3,213.43 | $221.43 | 7.4% |
Bradley Wilson Crews Bank & Trust | 4,463 | $1.02M | $1.3M | $285,873.4 | 28.08% |
SummitTX Capital LP SummitTX Capital LP | 4,216 | $1.15M | $1.24M | $91,402.84 | 7.97% |
| RN Ron New Whipplewood Advisors LLC | 1,542 | $352,288.34 | $450,464.46 | $98,176.12 | 27.87% |
| BIM Brentview Investment Management LLC Brentview Investment Management LLC | 22,441 | $5.18M | $6.56M | $1.37M | 26.46% |
| JB Joshalyn Baca TigerOak Management LLC | 3,031 | $691,733.8 | $885,779.44 | $194,045.64 | 28.05% |
Cache Advisors LLC Cache Advisors LLC | 1,378 | $334,330 | $402,555.14 | $68,225.14 | 20.41% |