| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VRI Valued Retirements Inc. Valued Retirements Inc. | 17,908 | $1.57M | $1.9M | $325,426.27 | 20.71% |
Heather Scully NWF Advisory Services Inc. | 3,973 | $377,370.7 | $420,621.51 | $43,250.81 | 11.46% |
Cathy Pareto Cathy Pareto & Associates Inc. | 2,687 | $225,161.68 | $284,741.39 | $59,579.71 | 26.46% |
REAP Financial Group LLC REAP Financial Group LLC | 2,446 | $200,978.29 | $257,600.49 | $56,622.2 | 28.17% |
Carlos Mendoza Solano Wealth Investment Advisors LLC | 11,941 | $1.01M | $1.26M | $253,258.91 | 25.18% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 5,469 | $503,200.31 | $576,979.5 | $73,779.19 | 14.66% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 4,252 | $411,973.47 | $451,923.82 | $39,950.35 | 9.7% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 43,832 | $3.79M | $4.63M | $844,193.95 | 22.27% |
| MK Matthew Klein Matauro LLC | 11,470 | $964,895.28 | $1.22M | $253,964.27 | 26.32% |
Centerpoint Advisory Group Centerpoint Advisory Group | 15,316 | $1.41M | $1.62M | $208,679.87 | 14.76% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 37,941 | $3.41M | $4.02M | $601,641.53 | 17.63% |
| KIM Kane Investment Management Inc. Kane Investment Management Inc. | 2,433 | $247,485 | $257,703.36 | $10,218.36 | 4.13% |
Ameriflex Group Inc. Ameriflex Group Inc. | 351 | $33,719.56 | $37,195.47 | $3,475.91 | 10.31% |
Justin Boggs Optima Capital LLC | 37,966 | $3.15M | $4.03M | $880,015.49 | 27.91% |
Todd Arthur Gomes Sonoma Allocations LLC | 14,930 | $1.48M | $1.58M | $104,866.49 | 7.1% |