| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Retirement Wealth Solutions LLC Retirement Wealth Solutions LLC | 130 | $12,433.11 | $16,528.2 | $4,095.09 | 32.94% |
Matthew D. Copley Copley Financial Group Inc. | 2,003 | $225,337.76 | $248,952.87 | $23,615.11 | 10.48% |
Heather Scully NWF Advisory Services Inc. | 12,518 | $1.71M | $1.58M | -$128,377.51 | -7.5% |
| RLH RD Lewis Holdings Inc. RD Lewis Holdings Inc. | 21,437 | $2.08M | $2.67M | $587,948.49 | 28.24% |
Melinda Trachsel Fiduciary Advisors Inc. | 687 | $63,363 | $87,001.68 | $23,638.68 | 37.31% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 463 | $43,929.44 | $58,675.99 | $14,746.55 | 33.57% |
Bayforest Capital Ltd. Bayforest Capital Ltd. | 242 | $27,225 | $30,767.88 | $3,542.88 | 13.01% |
Carol Somoano Asset Planning Inc. | 1,049 | $136,021.33 | $132,909.35 | -$3,111.98 | -2.29% |
REAP Financial Group LLC REAP Financial Group LLC | 1,888 | $200,119.47 | $238,945.28 | $38,825.81 | 19.4% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 2,000 | $273,620 | $253,250 | -$20,370 | -7.44% |
VestGen Advisors LLC VestGen Advisors LLC | 5,751 | $679,535.71 | $715,999.5 | $36,463.79 | 5.37% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,072 | $191,488.17 | $262,004.4 | $70,516.23 | 36.83% |
Elizabeth Arce Sovran Advisors LLC | 1,549 | $206,021 | $196,087.91 | -$9,933.09 | -4.82% |
| EJK Edward J. King Graney & King LLC | 634 | $58,474 | $80,340.48 | $21,866.48 | 37.4% |
Bradley Wilson Crews Bank & Trust | 813 | $78,984.03 | $102,925.8 | $23,941.77 | 30.31% |
SummitTX Capital LP SummitTX Capital LP | 51,082 | $6.56M | $6.48M | -$76,745.44 | -1.17% |
| RN Ron New Whipplewood Advisors LLC | 27 | $3,539.05 | $3,418.2 | -$120.85 | -3.41% |
| PBS P. Brian Saxton Saiph Capital LLC | 1,732 | $236,955 | $217,747.04 | -$19,207.96 | -8.11% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 54,114 | $5.27M | $6.85M | $1.57M | 29.86% |
George Hall II One8Zero8 LLC | 3,040 | $280,379.04 | $385,320 | $104,940.96 | 37.43% |