| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Griffin Friday Financial | 41,872 | $2.1M | $2.46M | $357,397.18 | 16.98% |
Vantage Point Financial LLC Vantage Point Financial LLC | 4,858 | $263,144.09 | $283,780.07 | $20,635.98 | 7.84% |
Manuka Financial LLC Manuka Financial LLC | 61,747 | $2.81M | $3.63M | $820,028.41 | 29.18% |
Tandem Financial LLC Tandem Financial LLC | 97,845 | $5.49M | $5.75M | $257,138.84 | 4.68% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 52,162 | $2.26M | $3.04M | $777,405.71 | 34.35% |
| MWG Martin Worley Group Martin Worley Group | 82,638 | $3.64M | $4.85M | $1.21M | 33.21% |
VestGen Advisors LLC VestGen Advisors LLC | 210,390 | $10.27M | $12.34M | $2.08M | 20.24% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 64,510 | $2.86M | $3.74M | $885,581.03 | 31% |
Sincerus Advisory LLC Sincerus Advisory LLC | 5,462 | $255,030.05 | $320,237.06 | $65,207.01 | 25.57% |
Allyson Mickool Florida Financial Advisors LLC | 5,835 | $317,129.69 | $339,480.3 | $22,350.61 | 7.05% |
Elizabeth Arce Sovran Advisors LLC | 17,782 | $894,678.77 | $1.03M | $137,566.33 | 15.38% |
Westmount Partners LLC Westmount Partners LLC | 17,655 | $796,087.77 | $1.03M | $231,609.78 | 29.09% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 8,709 | $488,814.58 | $505,470.36 | $16,655.78 | 3.41% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 103 | $6,148 | $5,980.18 | -$167.82 | -2.73% |
Prime Buchholz LLC Prime Buchholz LLC | 233,290 | $10.31M | $13.52M | $3.21M | 31.09% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 3,408 | $203,424 | $199,981.44 | -$3,442.56 | -1.69% |
| JS Jeffrey Socha Entrewealth LLC | 14,572 | $807,458.17 | $847,580.38 | $40,122.21 | 4.97% |
| MAD Michael A. Dubis Financial Planning LLC Michael A. Dubis Financial Planning LLC | 10,131 | $445,769.41 | $595,398.87 | $149,629.46 | 33.57% |
Bradley Wilson Crews Bank & Trust | 1,289 | $66,992.34 | $74,865.12 | $7,872.78 | 11.75% |
| RN Ron New Whipplewood Advisors LLC | 28,031 | $1.29M | $1.63M | $342,995.93 | 26.69% |