| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keystone Financial Services LLC Keystone Financial Services LLC | 2,517 | $689,708.77 | $856,937.79 | $167,229.02 | 24.25% |
Founders Grove Wealth Partners LLC Founders Grove Wealth Partners LLC | 4,590 | $1.28M | $1.56M | $286,259.28 | 22.43% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 104 | $29,126 | $38,052.56 | $8,926.56 | 30.65% |
Howard Teutsch Arcadia Investment Advisors LLC | 564 | $84,769.27 | $192,019.43 | $107,250.16 | 126.52% |
Brian Griffin Friday Financial | 4,652 | $1.35M | $1.58M | $234,789.54 | 17.4% |
Vantage Point Financial LLC Vantage Point Financial LLC | 613 | $224,102 | $224,290.58 | $188.58 | 0.08% |
Tandem Financial LLC Tandem Financial LLC | 3,185 | $966,035.76 | $1.17M | $199,323.92 | 20.63% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 1,908 | $539,448.81 | $649,597.66 | $110,148.85 | 20.42% |
| MWG Martin Worley Group Martin Worley Group | 5,567 | $1.54M | $1.9M | $360,174.63 | 23.46% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 706 | $197,673.54 | $253,750.52 | $56,076.98 | 28.37% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,366 | $406,365.03 | $465,068.35 | $58,703.32 | 14.45% |
Mark T. Williams InvesTrust | 1,939 | $546,300.66 | $660,151.92 | $113,851.26 | 20.84% |
Allyson Mickool Florida Financial Advisors LLC | 1,263 | $393,393.28 | $455,665.14 | $62,271.86 | 15.83% |
Elizabeth Arce Sovran Advisors LLC | 9,321 | $2.72M | $3.17M | $456,764.72 | 16.81% |
| EJK Edward J. King Graney & King LLC | 1,091 | $305,574.91 | $393,610.98 | $88,036.07 | 28.81% |
| JB Jeff Burrow Sierra Ocean LLC | 625 | $228,602 | $225,487.5 | -$3,114.5 | -1.36% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 658 | $240,631 | $237,393.24 | -$3,237.76 | -1.35% |
Bradley Wilson Crews Bank & Trust | 458 | $138,366 | $155,930.68 | $17,564.68 | 12.69% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 1,731 | $485,195.26 | $589,336.24 | $104,140.98 | 21.46% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 899 | $251,579.05 | $306,073.53 | $54,494.48 | 21.66% |