| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 68,766 | $16.88M | $19.72M | $2.84M | 16.81% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 698 | $211,682 | $199,132.42 | -$12,549.58 | -5.93% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 20,578 | $4.65M | $5.9M | $1.25M | 27.01% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 54,504 | $13.87M | $15.48M | $1.61M | 11.6% |
Allyson Mickool Florida Financial Advisors LLC | 2,122 | $545,605.31 | $605,279.28 | $59,673.97 | 10.94% |
Grant Reeves CVFG LLC | 846 | $221,586.71 | $241,355.34 | $19,768.63 | 8.92% |
| EFL Envision Financial LLC Envision Financial LLC | 9,779 | $2.68M | $2.82M | $139,954.76 | 5.23% |
Elizabeth Arce Sovran Advisors LLC | 6,671 | $1.64M | $1.9M | $256,098.45 | 15.61% |
Westmount Partners LLC Westmount Partners LLC | 2,836 | $614,106.45 | $809,479.48 | $195,373.03 | 31.81% |
| EJK Edward J. King Graney & King LLC | 4,838 | $1.18M | $1.38M | $197,957.85 | 16.77% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 856 | $243,588 | $244,816 | $1,228 | 0.5% |
| JS Jeffrey Socha Entrewealth LLC | 943 | $242,295.71 | $269,028.47 | $26,732.76 | 11.03% |
Bradley Wilson Crews Bank & Trust | 398 | $97,027.58 | $113,191.2 | $16,163.62 | 16.66% |
Camaron Barta BXM Wealth LLC | 3,416 | $881,157.2 | $982,407.44 | $101,250.24 | 11.49% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 18,406 | $4.71M | $5.27M | $558,396.57 | 11.84% |
| KS Katherine Simmonds Conquis Financial LLC | 434 | $104,341 | $123,985.12 | $19,644.12 | 18.83% |
| JW Jeffrey Waters OFC Financial Planning LLC | 7,188 | $1.76M | $2.05M | $288,096.39 | 16.33% |
May Barnhard Investments LLC May Barnhard Investments LLC | 22,269 | $5.11M | $6.38M | $1.27M | 24.8% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 7,079 | $1.74M | $2.03M | $290,668.81 | 16.72% |
| MK Matthew Klein Matauro LLC | 734 | $222,639 | $211,069.04 | -$11,569.96 | -5.2% |