| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lyn Dippel Curio Wealth LLC | 1,167 | $206,255.41 | $256,914.93 | $50,659.52 | 24.56% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 3,171 | $607,738.97 | $698,190.78 | $90,451.81 | 14.88% |
| MWG Martin Worley Group Martin Worley Group | 16,499 | $2.8M | $3.63M | $828,268.45 | 29.53% |
Cameron J. Penney Penney Financial LLC | 1,187 | $232,889 | $261,353.66 | $28,464.66 | 12.22% |
VestGen Advisors LLC VestGen Advisors LLC | 607,077 | $116.65M | $133.65M | $17M | 14.57% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 16,377 | $2.77M | $3.61M | $833,274.07 | 30.05% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 60,711 | $10.67M | $13.36M | $2.7M | 25.28% |
Mark T. Williams InvesTrust | 6,057 | $1.04M | $1.32M | $278,333.57 | 26.66% |
Allyson Mickool Florida Financial Advisors LLC | 44,306 | $8.31M | $9.75M | $1.44M | 17.37% |
Grant Reeves CVFG LLC | 1,287 | $252,486 | $283,332.92 | $30,846.92 | 12.22% |
Elizabeth Arce Sovran Advisors LLC | 15,875 | $3.07M | $3.49M | $424,310.07 | 13.82% |
Westmount Partners LLC Westmount Partners LLC | 3,663 | $554,134.44 | $806,409.08 | $252,274.64 | 45.53% |
| EJK Edward J. King Graney & King LLC | 7,679 | $1.3M | $1.69M | $390,475.15 | 30.04% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 55,099 | $8.37M | $12.13M | $3.76M | 44.94% |
| JB Jeff Burrow Sierra Ocean LLC | 2,942 | $498,690.94 | $647,681.01 | $148,990.07 | 29.88% |
| PB Paul Barry Stark Wealth Management LLC | 1,378 | $233,302.99 | $303,366.56 | $70,063.57 | 30.03% |
| ARH Alex R. Hansen Arrien Investments Inc. | 31,736 | $5.76M | $6.99M | $1.22M | 21.24% |
Bradley Wilson Crews Bank & Trust | 10,124 | $1.73M | $2.2M | $472,333.6 | 27.31% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 15,110 | $2.44M | $3.33M | $888,345.4 | 36.44% |
| RN Ron New Whipplewood Advisors LLC | 185 | $31,956.9 | $40,716.65 | $8,759.75 | 27.41% |