| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bernarda Pesantez BFI Infinity Ltd. | 5,977 | $843,115.68 | $931,575.22 | $88,459.54 | 10.49% |
| MWM Mindset Wealth Management LLC Mindset Wealth Management LLC | 2,200 | $263,589.33 | $342,892 | $79,302.67 | 30.09% |
Jason Lina Golden Bell Financial Planning LLC | 1,605 | $223,758.89 | $250,155.3 | $26,396.41 | 11.8% |
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 5,271 | $601,551.99 | $848,472.87 | $246,920.88 | 41.05% |
Thomas Lo Vested Financial Planning LLC | 6,279 | $809,462.08 | $1.01M | $198,851.13 | 24.57% |
Smart Wealth LLC Smart Wealth LLC | 2,924 | $404,393.09 | $468,337.08 | $63,943.99 | 15.81% |
Tudor Financial Inc. Tudor Financial Inc. | 3,139 | $384,674.69 | $502,773.63 | $118,098.94 | 30.7% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 1,707 | $267,837 | $266,053.02 | -$1,783.98 | -0.67% |
Heather Scully NWF Advisory Services Inc. | 52,234 | $5.03M | $8.14M | $3.11M | 61.81% |
Founders Grove Wealth Partners LLC Founders Grove Wealth Partners LLC | 1,383 | $217,062 | $215,554.38 | -$1,507.62 | -0.69% |
Melinda Trachsel Fiduciary Advisors Inc. | 2,708 | $375,458.46 | $422,068.88 | $46,610.42 | 12.41% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 20,094 | $2.56M | $3.26M | $701,281.68 | 27.4% |
Howard Teutsch Arcadia Investment Advisors LLC | 2,572 | $194,004.07 | $400,871.92 | $206,867.85 | 106.63% |
Vantage Point Financial LLC Vantage Point Financial LLC | 48,599 | $7.53M | $7.89M | $350,909.82 | 4.66% |
Manuka Financial LLC Manuka Financial LLC | 10,771 | $1.29M | $1.68M | $393,525.91 | 30.62% |
Tandem Financial LLC Tandem Financial LLC | 1,688 | $228,414.21 | $273,878 | $45,463.79 | 19.9% |
Lia Bertelson Mallini Complete Financial Planning LLC | 1,627 | $255,357 | $253,584.22 | -$1,772.78 | -0.69% |
VestGen Advisors LLC VestGen Advisors LLC | 20,602 | $2.41M | $3.32M | $908,440.05 | 37.73% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 3,596 | $423,508.02 | $560,472.56 | $136,964.54 | 32.34% |
Elizabeth Arce Sovran Advisors LLC | 52,434 | $6.72M | $8.17M | $1.45M | 21.62% |