| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Manuka Financial LLC Manuka Financial LLC | 35,488 | $3.82M | $5.52M | $1.7M | 44.48% |
Tandem Financial LLC Tandem Financial LLC | 4,674 | $536,696.27 | $748,307.45 | $211,611.18 | 39.43% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 14,453 | $1.57M | $2.25M | $677,576.73 | 43.19% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 13,740 | $1.55M | $2.14M | $588,500.8 | 38.04% |
Lia Bertelson Mallini Complete Financial Planning LLC | 2,015 | $275,569 | $313,211.6 | $37,642.6 | 13.66% |
| MWG Martin Worley Group Martin Worley Group | 4,430 | $476,535.26 | $688,599.2 | $212,063.94 | 44.5% |
Cameron J. Penney Penney Financial LLC | 1,697 | $192,559.15 | $263,781.68 | $71,222.53 | 36.99% |
VestGen Advisors LLC VestGen Advisors LLC | 70,219 | $8.41M | $11.22M | $2.81M | 33.42% |
Aaron Byrd Inkwell Capital LLC | 28,270 | $3.04M | $4.39M | $1.35M | 44.5% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 2,696 | $298,078.57 | $419,066.24 | $120,987.67 | 40.59% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 5,643 | $771,472 | $901,694.97 | $130,222.97 | 16.88% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 23,340 | $2.51M | $3.63M | $1.12M | 44.5% |
Mark T. Williams InvesTrust | 36,755 | $5.03M | $5.71M | $688,054.2 | 13.69% |
Allyson Mickool Florida Financial Advisors LLC | 9,543 | $1.06M | $1.46M | $398,469.98 | 37.55% |
Grant Reeves CVFG LLC | 4,010 | $680,407.29 | $640,757.9 | -$39,649.39 | -5.83% |
Tony Edwards BankPlus Wealth Management LLC | 5,481 | $617,573.24 | $851,966.64 | $234,393.4 | 37.95% |
Scott Arwin Ring Mountain Capital LLC | 2,791 | $315,698.86 | $445,973.89 | $130,275.03 | 41.27% |
Elizabeth Arce Sovran Advisors LLC | 18,266 | $2.3M | $2.84M | $537,939.97 | 23.38% |
Westmount Partners LLC Westmount Partners LLC | 15,474 | $1.99M | $2.41M | $414,269.9 | 20.81% |
| EJK Edward J. King Graney & King LLC | 2,411 | $260,164.12 | $368,750.42 | $108,586.3 | 41.74% |