| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rik Saylor Financial Inc. Rik Saylor Financial Inc. | 3,756 | $713,624.27 | $887,016.96 | $173,392.69 | 24.3% |
Heather Scully NWF Advisory Services Inc. | 1,714 | $337,178 | $404,778.24 | $67,600.24 | 20.05% |
Melinda Trachsel Fiduciary Advisors Inc. | 32 | $6,692 | $7,557.12 | $865.12 | 12.93% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 20 | $4,182 | $5,012 | $830 | 19.85% |
REAP Financial Group LLC REAP Financial Group LLC | 187 | $35,959.67 | $44,161.92 | $8,202.25 | 22.81% |
Manuka Financial LLC Manuka Financial LLC | 1,628 | $309,448.33 | $384,468.48 | $75,020.15 | 24.24% |
Lia Bertelson Mallini Complete Financial Planning LLC | 1,069 | $206,007 | $252,455.04 | $46,448.04 | 22.55% |
VestGen Advisors LLC VestGen Advisors LLC | 1,429 | $300,907.29 | $353,291.67 | $52,384.38 | 17.41% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 37,552 | $7.13M | $8.87M | $1.73M | 24.31% |
Grant Reeves CVFG LLC | 4,180 | $794,373.33 | $1.03M | $239,048.07 | 30.09% |
Elizabeth Arce Sovran Advisors LLC | 2,394 | $524,017.59 | $565,367.04 | $41,349.45 | 7.89% |
Westmount Partners LLC Westmount Partners LLC | 1,476 | $254,255.67 | $348,572.16 | $94,316.49 | 37.1% |
Prime Buchholz LLC Prime Buchholz LLC | 93,644 | $19.1M | $23.31M | $4.2M | 22% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 1,999 | $353,455.05 | $494,432.66 | $140,977.61 | 39.89% |
Financial Harvest LLC Financial Harvest LLC | 3,086 | $594,705.95 | $763,291.24 | $168,585.29 | 28.35% |
| CM Christopher McCall Journey Beyond Wealth LLC | 38,795 | $7.33M | $9.16M | $1.84M | 25.07% |
| CM Chelsea Michels Michels Family Financial LLC | 2,290 | $435,602.34 | $573,874.02 | $138,271.68 | 31.74% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 2,493 | $521,226.89 | $588,746.88 | $67,519.99 | 12.95% |
BostonPremier Wealth LLC BostonPremier Wealth LLC | 7,761 | $1.5M | $1.83M | $337,090.14 | 22.54% |
Samira Kadam Synergy Investment Management LLC | 3,352 | $638,434.78 | $840,011.23 | $201,576.45 | 31.57% |