| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 12,400 | $976,466.78 | $1.43M | $455,548.46 | 46.65% |
Mark T. Williams InvesTrust | 3,818 | $299,506.83 | $442,582.56 | $143,075.73 | 47.77% |
Kyle Rolek Rolek Wealth Management LLC | 19,850 | $1.54M | $2.3M | $758,190.6 | 49.14% |
Scott Arwin Ring Mountain Capital LLC | 3,440 | $321,154.43 | $397,423.2 | $76,268.77 | 23.75% |
Elizabeth Arce Sovran Advisors LLC | 231,688 | $20.38M | $26.77M | $6.39M | 31.35% |
Westmount Partners LLC Westmount Partners LLC | 10,197 | $793,502.06 | $1.18M | $384,557.35 | 48.46% |
| EJK Edward J. King Graney & King LLC | 216 | $16,506.07 | $24,954.48 | $8,448.41 | 51.18% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 9,148 | $711,028.3 | $1.06M | $345,840.14 | 48.64% |
| JS Jeffrey Socha Entrewealth LLC | 22,384 | $1.73M | $2.59M | $867,515.56 | 50.23% |
Bradley Wilson Crews Bank & Trust | 7,512 | $580,576.44 | $866,509.2 | $285,932.76 | 49.25% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 9,416 | $878,409.22 | $1.09M | $213,093.5 | 24.26% |
Cache Advisors LLC Cache Advisors LLC | 1,707 | $204,021 | $196,902.45 | -$7,118.55 | -3.49% |
May Barnhard Investments LLC May Barnhard Investments LLC | 8,696 | $526,648.63 | $1.01M | $482,174.33 | 91.56% |
Archer Investment Management LLC Archer Investment Management LLC | 16,957 | $1.67M | $1.97M | $295,343.43 | 17.68% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 5,280 | $492,777.12 | $611,846.4 | $119,069.28 | 24.16% |
| TS Thomas Stadum Fjell Capital LLC | 5,232 | $405,045.76 | $603,563.52 | $198,517.76 | 49.01% |
| FLP Financial Life Planners Financial Life Planners | 56 | $4,952.02 | $6,496.56 | $1,544.54 | 31.19% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 7,280 | $686,052.64 | $839,820.8 | $153,768.16 | 22.41% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 72 | $6,327 | $8,305.92 | $1,978.92 | 31.28% |
| AFI Atala Financial Inc. Atala Financial Inc. | 5,816 | $469,268.86 | $671,369.96 | $202,101.1 | 43.07% |