| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TFL Tandem Financial LLC Tandem Financial LLC | 3,515 | $378,248.28 | $536,775.65 | $158,527.41 | 41.91% |
| RAL RoundAngle Advisors LLC RoundAngle Advisors LLC | 14,453 | $1.57M | $2.21M | $638,120.18 | 40.67% |
| LD Lyn Dippel Curio Wealth LLC | 203 | $23,984.99 | $31,000.13 | $7,015.14 | 29.25% |
| BMW Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 13,720 | $1.54M | $2.1M | $550,671 | 35.65% |
| LB Lia Bertelson Mallini Complete Financial Planning LLC | 2,015 | $217,268.25 | $307,710.65 | $90,442.42 | 41.63% |
| MWG Martin Worley Group Martin Worley Group | 4,430 | $476,535.26 | $676,505.3 | $199,970.08 | 41.96% |
| CJP Cameron J. Penney Penney Financial LLC | 1,697 | $192,559.15 | $259,148.87 | $66,589.74 | 34.58% |
| VAL VestGen Advisors LLC VestGen Advisors LLC | 65,836 | $7.76M | $10.05M | $2.3M | 29.6% |
| AB Aaron Byrd Inkwell Capital LLC | 28,270 | $3.04M | $4.32M | $1.28M | 41.96% |
| CEC C. Eric Christiansen Quantum Financial Planning Services Inc. | 3,288 | $361,760.24 | $502,110.48 | $140,350.27 | 38.8% |
| KWL Keyvantage Wealth LLC Keyvantage Wealth LLC | 4,989 | $539,620.94 | $761,870.19 | $222,249.3 | 41.19% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 23,889 | $2.57M | $3.65M | $1.08M | 41.96% |
| MTW Mark T. Williams InvesTrust | 39,645 | $4.22M | $6.05M | $1.83M | 43.35% |
| AM Allyson Mickool Florida Financial Advisors LLC | 8,773 | $942,168.21 | $1.34M | $397,556.71 | 42.2% |
| TE Tony Edwards BankPlus Wealth Management LLC | 5,337 | $597,884.07 | $815,013.27 | $217,129.25 | 36.32% |
| SA Scott Arwin Ring Mountain Capital LLC | 2,756 | $296,462.54 | $420,868.76 | $124,406.24 | 41.96% |
| EA Elizabeth Arce Sovran Advisors LLC | 16,950 | $2.13M | $2.59M | $461,527.46 | 21.7% |
| WPL Westmount Partners LLC Westmount Partners LLC | 18,399 | $2.31M | $2.81M | $496,077.94 | 21.44% |
| EJK Edward J. King Graney & King LLC | 2,543 | $274,365.82 | $388,341.53 | $113,975.74 | 41.54% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 3,750 | $636,148 | $572,662.5 | -$63,485.46 | -9.98% |