| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Mindset Wealth Management LLC Mindset Wealth Management LLC | 1,553 | $203,567 | $198,551.05 | -$5,015.95 | -2.46% |
Retirement Wealth Solutions LLC Retirement Wealth Solutions LLC | 119 | $11,128 | $15,214.15 | $4,086.15 | 36.72% |
Matthew D. Copley Copley Financial Group Inc. | 2,003 | $225,337.76 | $246,048.52 | $20,710.76 | 9.19% |
Heather Scully NWF Advisory Services Inc. | 12,518 | $1.71M | $1.6M | -$112,166.7 | -6.55% |
| RLH RD Lewis Holdings Inc. RD Lewis Holdings Inc. | 21,437 | $2.08M | $2.67M | $590,092.19 | 28.34% |
Melinda Trachsel Fiduciary Advisors Inc. | 687 | $63,363 | $87,832.95 | $24,469.95 | 38.62% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 463 | $43,929.44 | $59,194.55 | $15,265.11 | 34.75% |
Bayforest Capital Ltd. Bayforest Capital Ltd. | 867 | $97,537.5 | $109,649.49 | $12,111.99 | 12.42% |
Carol Somoano Asset Planning Inc. | 1,049 | $136,021.33 | $134,114.65 | -$1,906.68 | -1.4% |
REAP Financial Group LLC REAP Financial Group LLC | 1,877 | $198,614.76 | $239,974.45 | $41,359.69 | 20.82% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 2,000 | $273,620 | $255,700 | -$17,920 | -6.55% |
VestGen Advisors LLC VestGen Advisors LLC | 5,751 | $679,535.71 | $706,452.84 | $26,917.13 | 3.96% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,072 | $191,488.17 | $264,905.2 | $73,417.03 | 38.34% |
Elizabeth Arce Sovran Advisors LLC | 1,549 | $206,021 | $198,039.65 | -$7,981.35 | -3.87% |
| EJK Edward J. King Graney & King LLC | 634 | $58,474 | $79,725.5 | $21,251.5 | 36.34% |
| MP Marcus Pimentel SLT Holdings LLC | 1,563 | $176,540.04 | $199,829.55 | $23,289.51 | 13.19% |
Bradley Wilson Crews Bank & Trust | 813 | $78,984.03 | $103,942.05 | $24,958.02 | 31.6% |
SummitTX Capital LP SummitTX Capital LP | 51,082 | $6.56M | $6.42M | -$139,576.3 | -2.13% |
| RN Ron New Whipplewood Advisors LLC | 27 | $3,539.05 | $3,451.95 | -$87.1 | -2.46% |
| PBS P. Brian Saxton Saiph Capital LLC | 1,732 | $236,955 | $221,436.2 | -$15,518.8 | -6.55% |