| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Griffin Friday Financial | 5,512 | $519,351.66 | $674,282.96 | $154,931.3 | 29.83% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 1,683 | $158,538.6 | $203,121.27 | $44,582.67 | 28.12% |
Vantage Point Financial LLC Vantage Point Financial LLC | 2,234 | $267,052 | $282,556.32 | $15,504.32 | 5.81% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 4,624 | $435,687.15 | $584,843.52 | $149,156.37 | 34.23% |
| MWG Martin Worley Group Martin Worley Group | 4,752 | $362,276.17 | $577,011.6 | $214,735.43 | 59.27% |
VestGen Advisors LLC VestGen Advisors LLC | 86,399 | $7.54M | $10.53M | $3M | 39.75% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 12,551 | $994,514.13 | $1.54M | $547,376.22 | 55.04% |
Mark T. Williams InvesTrust | 3,398 | $266,559.51 | $429,779.04 | $163,219.53 | 61.23% |
Allyson Mickool Florida Financial Advisors LLC | 4,304 | $514,366 | $528,746.4 | $14,380.4 | 2.8% |
Kyle Rolek Rolek Wealth Management LLC | 19,850 | $1.54M | $2.4M | $852,478.1 | 55.25% |
Scott Arwin Ring Mountain Capital LLC | 3,010 | $280,999.31 | $368,092.9 | $87,093.59 | 30.99% |
Elizabeth Arce Sovran Advisors LLC | 25,720 | $2.24M | $3.16M | $916,403.6 | 40.85% |
Westmount Partners LLC Westmount Partners LLC | 10,197 | $793,502.06 | $1.29M | $496,214.5 | 62.53% |
| EJK Edward J. King Graney & King LLC | 214 | $16,353.24 | $26,289.9 | $9,936.66 | 60.76% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 9,148 | $711,028.3 | $1.12M | $412,803.5 | 58.06% |
| JS Jeffrey Socha Entrewealth LLC | 22,558 | $1.77M | $2.85M | $1.09M | 61.57% |
Bradley Wilson Crews Bank & Trust | 7,512 | $580,576.44 | $922,849.2 | $342,272.76 | 58.95% |
Camaron Barta BXM Wealth LLC | 2,176 | $260,076 | $275,220.48 | $15,144.48 | 5.82% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 9,416 | $878,409.22 | $1.14M | $257,725.34 | 29.34% |
Cache Advisors LLC Cache Advisors LLC | 1,707 | $204,021 | $206,120.25 | $2,099.25 | 1.03% |