| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tandem Financial LLC Tandem Financial LLC | 2,083 | $259,391 | $231,629.6 | -$27,761.4 | -10.7% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 25,695 | $2.33M | $2.86M | $526,943.62 | 22.61% |
Lyn Dippel Curio Wealth LLC | 4,813 | $473,049.29 | $538,189.66 | $65,140.37 | 13.77% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 10,347 | $1.16M | $1.15M | -$4,678.93 | -0.41% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 1,967 | $202,698 | $218,730.4 | $16,032.4 | 7.91% |
Pollock Investment Advisors LLC Pollock Investment Advisors LLC | 9,101 | $824,381.03 | $1.01M | $187,650.17 | 22.76% |
VestGen Advisors LLC VestGen Advisors LLC | 165,290 | $16.06M | $18.38M | $2.32M | 14.44% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 4,422 | $396,894.89 | $491,726.4 | $94,831.51 | 23.89% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 4,656 | $422,835.66 | $517,747.2 | $94,911.54 | 22.45% |
Mark T. Williams InvesTrust | 9,467 | $857,398.83 | $1.05M | $195,331.57 | 22.78% |
Allyson Mickool Florida Financial Advisors LLC | 45,107 | $4.78M | $5.08M | $306,412.58 | 6.42% |
Grant Reeves CVFG LLC | 50,908 | $6.1M | $5.66M | -$438,365.85 | -7.19% |
Tony Edwards BankPlus Wealth Management LLC | 2,440 | $300,826.57 | $271,328 | -$29,498.57 | -9.81% |
Scott Arwin Ring Mountain Capital LLC | 3,249 | $334,745.45 | $361,288.8 | $26,543.35 | 7.93% |
Elizabeth Arce Sovran Advisors LLC | 25,635 | $2.67M | $2.85M | $182,404.26 | 6.84% |
Westmount Partners LLC Westmount Partners LLC | 57,307 | $2.94M | $6.37M | $3.44M | 116.97% |
| EJK Edward J. King Graney & King LLC | 1,633 | $150,556.14 | $182,602.06 | $32,045.92 | 21.29% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 8,562 | $937,941.33 | $952,094.4 | $14,153.07 | 1.51% |
| JB Jeff Burrow Sierra Ocean LLC | 2,505 | $225,739.57 | $280,109.1 | $54,369.53 | 24.09% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,008 | $113,648.79 | $112,089.6 | -$1,559.19 | -1.37% |