| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tandem Financial LLC Tandem Financial LLC | 12,307 | $3.22M | $3.65M | $431,359.79 | 13.38% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 916 | $220,320.88 | $271,992.46 | $51,671.58 | 23.45% |
Lyn Dippel Curio Wealth LLC | 73 | $19,219.46 | $21,478.06 | $2,258.6 | 11.75% |
| MWG Martin Worley Group Martin Worley Group | 1,249 | $299,516.92 | $370,915.53 | $71,398.61 | 23.84% |
Cameron J. Penney Penney Financial LLC | 24,416 | $5.32M | $7.25M | $1.93M | 36.35% |
VestGen Advisors LLC VestGen Advisors LLC | 73,013 | $17.82M | $21.48M | $3.66M | 20.54% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 698 | $211,682 | $206,761.56 | -$4,920.44 | -2.32% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 20,137 | $4.51M | $5.98M | $1.47M | 32.5% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 54,990 | $13.99M | $16.29M | $2.3M | 16.42% |
Allyson Mickool Florida Financial Advisors LLC | 2,046 | $522,559.18 | $606,066.12 | $83,506.94 | 15.98% |
Grant Reeves CVFG LLC | 920 | $240,969 | $272,522.4 | $31,553.4 | 13.09% |
| EFL Envision Financial LLC Envision Financial LLC | 3,356 | $848,824.67 | $996,631.32 | $147,806.65 | 17.41% |
Elizabeth Arce Sovran Advisors LLC | 6,657 | $1.64M | $1.97M | $335,974.78 | 20.54% |
Westmount Partners LLC Westmount Partners LLC | 2,836 | $614,106.45 | $840,079.92 | $225,973.47 | 36.8% |
| EJK Edward J. King Graney & King LLC | 4,651 | $1.12M | $1.38M | $254,594.38 | 22.67% |
| JS Jeffrey Socha Entrewealth LLC | 861 | $218,966.05 | $255,691.17 | $36,725.12 | 16.77% |
Bradley Wilson Crews Bank & Trust | 398 | $97,027.58 | $117,895.56 | $20,867.98 | 21.51% |
Camaron Barta BXM Wealth LLC | 3,460 | $892,507 | $1.02M | $132,414.2 | 14.84% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 17,731 | $4.51M | $5.27M | $755,630.77 | 16.75% |
| KS Katherine Simmonds Conquis Financial LLC | 434 | $104,341 | $128,884.98 | $24,543.98 | 23.52% |