| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Manuka Financial LLC Manuka Financial LLC | 3,552 | $453,791.36 | $568,213.44 | $114,422.08 | 25.21% |
Lia Bertelson Mallini Complete Financial Planning LLC | 6,340 | $896,315.79 | $1.01M | $116,562.61 | 13% |
| MWG Martin Worley Group Martin Worley Group | 21,509 | $2.74M | $3.43M | $689,006.98 | 25.11% |
Cameron J. Penney Penney Financial LLC | 60,279 | $6.97M | $9.63M | $2.66M | 38.19% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 100,115 | $12.78M | $16.02M | $3.24M | 25.33% |
Mark T. Williams InvesTrust | 15,548 | $2.04M | $2.5M | $452,128.18 | 22.11% |
Allyson Mickool Florida Financial Advisors LLC | 5,178 | $743,533.83 | $830,292.3 | $86,758.47 | 11.67% |
Grant Reeves CVFG LLC | 2,358 | $349,296.56 | $378,635.85 | $29,339.29 | 8.4% |
Elizabeth Arce Sovran Advisors LLC | 6,264 | $811,072.51 | $1M | $192,733.49 | 23.76% |
Westmount Partners LLC Westmount Partners LLC | 2,888 | $316,792.92 | $463,581.76 | $146,788.84 | 46.34% |
| EJK Edward J. King Graney & King LLC | 419 | $53,506.27 | $67,201.31 | $13,695.04 | 25.6% |
| MP Megan Parrish Berkeley Inc. | 1,466 | $206,687 | $234,002.92 | $27,315.92 | 13.22% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 289 | $37,335.5 | $46,306.47 | $8,970.97 | 24.03% |
Bradley Wilson Crews Bank & Trust | 249,044 | $32.11M | $39.92M | $7.81M | 24.32% |
Camaron Barta BXM Wealth LLC | 1,499 | $236,887 | $241,503.89 | $4,616.89 | 1.95% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 2,427 | $300,701.79 | $387,373.47 | $86,671.68 | 28.82% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 14,715 | $1.88M | $2.37M | $489,060.99 | 25.98% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,938 | $255,032.88 | $312,095.52 | $57,062.64 | 22.37% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 8,289 | $1.14M | $1.34M | $192,779.07 | 16.86% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 60,963 | $8.41M | $9.82M | $1.41M | 16.81% |