| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cameron J. Penney Penney Financial LLC | 3,642 | $287,354.93 | $310,298.4 | $22,943.47 | 7.98% |
VestGen Advisors LLC VestGen Advisors LLC | 533,784 | $38.86M | $47.6M | $8.74M | 22.5% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 825,945 | $57.55M | $70.37M | $12.83M | 22.29% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 6,240 | $454,272 | $531,648 | $77,376 | 17.03% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 158,390 | $11.21M | $13.49M | $2.28M | 20.37% |
Mark T. Williams InvesTrust | 12,249 | $856,230.79 | $1.04M | $187,384.01 | 21.88% |
Allyson Mickool Florida Financial Advisors LLC | 16,306 | $1.31M | $1.46M | $149,121.74 | 11.4% |
Grant Reeves CVFG LLC | 9,153 | $666,503.15 | $816,264.54 | $149,761.39 | 22.47% |
Kyle Rolek Rolek Wealth Management LLC | 96,226 | $6.44M | $8.2M | $1.76M | 27.35% |
Scott Arwin Ring Mountain Capital LLC | 2,862 | $229,231.45 | $255,233.16 | $26,001.71 | 11.34% |
Elizabeth Arce Sovran Advisors LLC | 26,832 | $1.95M | $2.29M | $332,716.8 | 17.03% |
Westmount Partners LLC Westmount Partners LLC | 43,134 | $2.65M | $3.68M | $1.02M | 38.55% |
| EJK Edward J. King Graney & King LLC | 18,831 | $1.31M | $1.68M | $376,410.46 | 28.8% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 99,821 | $4.93M | $8.5M | $3.58M | 72.62% |
| JB Jeff Burrow Sierra Ocean LLC | 10,638 | $728,067.37 | $950,930.82 | $222,863.45 | 30.61% |
| PB Paul Barry Stark Wealth Management LLC | 14,166 | $1.13M | $1.21M | $74,583.99 | 6.59% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 486 | $37,039.19 | $41,407.2 | $4,368.01 | 11.79% |
Prime Buchholz LLC Prime Buchholz LLC | 77,622 | $6.69M | $6.9M | $211,908.14 | 3.17% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 3,804 | $276,931.2 | $324,100.8 | $47,169.6 | 17.03% |
| JS Jeffrey Socha Entrewealth LLC | 20,880 | $1.8M | $1.87M | $60,475.11 | 3.35% |