| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 8,260 | $734,504.98 | $839,133.4 | $104,628.42 | 14.24% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 5,664 | $531,680 | $574,357.92 | $42,677.92 | 8.03% |
VestGen Advisors LLC VestGen Advisors LLC | 7,567 | $708,730.06 | $767,672.15 | $58,942.09 | 8.32% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 5,300 | $500,594.37 | $537,685 | $37,090.63 | 7.41% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 303 | $27,673.68 | $30,609.06 | $2,935.38 | 10.61% |
Grant Reeves CVFG LLC | 3,092 | $287,961.57 | $313,003.16 | $25,041.59 | 8.7% |
Elizabeth Arce Sovran Advisors LLC | 9,502 | $870,875.16 | $959,606.98 | $88,731.82 | 10.19% |
| MP Megan Parrish Berkeley Inc. | 5,012 | $348,232.46 | $507,991.26 | $159,758.8 | 45.88% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 160 | $14,838.2 | $16,168.8 | $1,330.6 | 8.97% |
Prime Buchholz LLC Prime Buchholz LLC | 74,598 | $7.2M | $7.55M | $350,237.69 | 4.87% |
Bradley Wilson Crews Bank & Trust | 225 | $19,977.84 | $22,748.62 | $2,770.78 | 13.87% |
Camaron Barta BXM Wealth LLC | 15,124 | $1.42M | $1.54M | $120,762.8 | 8.53% |
| BFL Baring Financial LLC Baring Financial LLC | 17,967 | $1.6M | $1.82M | $222,538.82 | 13.92% |
Archer Investment Management LLC Archer Investment Management LLC | 2,293 | $219,728.24 | $232,865.61 | $13,137.37 | 5.98% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 11,513 | $1.02M | $1.17M | $145,470.25 | 14.22% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 2,599 | $250,700 | $264,032.41 | $13,332.41 | 5.32% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 2,691 | $252,039.1 | $273,055.77 | $21,016.67 | 8.34% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 2,350 | $208,685.58 | $238,231.25 | $29,545.67 | 14.16% |
| FLP Financial Life Planners Financial Life Planners | 44 | $4,039 | $4,454.12 | $415.12 | 10.28% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 4,696 | $417,172.03 | $477,019.68 | $59,847.65 | 14.35% |