| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 598,073 | $33.44M | $41.73M | $8.29M | 24.78% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 7,515 | $448,768.3 | $525,599.1 | $76,830.8 | 17.12% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 11,511 | $744,635.12 | $808,302.42 | $63,667.3 | 8.55% |
VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 140,869 | $6.91M | $9.85M | $2.94M | 42.53% |
Mark T. Williams InvesTrust | 229,760 | $11.21M | $16.07M | $4.86M | 43.33% |
Sincerus Advisory LLC Sincerus Advisory LLC | 72,554 | $3.62M | $5.09M | $1.46M | 40.38% |
Allyson Mickool Florida Financial Advisors LLC | 7,878 | $522,665.82 | $552,759.87 | $30,094.05 | 5.76% |
Grant Reeves CVFG LLC | 5,539 | $354,912 | $387,037.62 | $32,125.62 | 9.05% |
Elizabeth Arce Sovran Advisors LLC | 105,390 | $5.9M | $7.36M | $1.46M | 24.69% |
Westmount Partners LLC Westmount Partners LLC | 27,333 | $1.45M | $1.91M | $460,486.98 | 31.7% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 54,337 | $2.75M | $3.81M | $1.06M | 38.45% |
| JB Jeff Burrow Sierra Ocean LLC | 10,263 | $490,817.92 | $716,203.45 | $225,385.53 | 45.92% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 420 | $25,325.67 | $29,305.5 | $3,979.83 | 15.71% |
Prime Buchholz LLC Prime Buchholz LLC | 418,911 | $20.12M | $29.25M | $9.12M | 45.33% |
| JS Jeffrey Socha Entrewealth LLC | 36,605 | $2.31M | $2.56M | $252,235.97 | 10.93% |
| MAD Michael A. Dubis Financial Planning LLC Michael A. Dubis Financial Planning LLC | 32,870 | $1.57M | $2.3M | $722,692.79 | 45.93% |
Bradley Wilson Crews Bank & Trust | 4,163 | $254,626.34 | $290,119.47 | $35,493.13 | 13.94% |
| KS Katherine Simmonds Conquis Financial LLC | 5,831 | $283,409.36 | $406,741.4 | $123,332.04 | 43.52% |
| RN Ron New Whipplewood Advisors LLC | 44,020 | $2.18M | $3.07M | $894,697.79 | 41.08% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 27,443 | $1.41M | $1.93M | $521,117.48 | 37.05% |