| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 214 | $103,029.4 | $135,718.8 | $32,689.4 | 31.73% |
| PS Paula Spurgeon BankPlus Trust Department | 94 | $31,532.92 | $59,614.8 | $28,081.88 | 89.06% |
| NS Nathalie Senent AG2R La Mondiale Gestion D'Actifs | 6,269 | $2.23M | $3.98M | $1.74M | 78.12% |
Bayforest Capital Ltd. Bayforest Capital Ltd. | 53 | $28,515 | $34,738.32 | $6,223.32 | 21.82% |
Jacksonville Wealth Management LLC Jacksonville Wealth Management LLC | 854 | $298,048.43 | $541,606.81 | $243,558.38 | 81.72% |
Carol Somoano Asset Planning Inc. | 15 | $10,730 | $9,513 | -$1,217 | -11.34% |
REAP Financial Group LLC REAP Financial Group LLC | 288 | $111,969.05 | $182,649.6 | $70,680.55 | 63.13% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 840 | $306,269.69 | $532,728.01 | $226,458.32 | 73.94% |
| MWG Martin Worley Group Martin Worley Group | 613 | $200,758 | $388,764.61 | $188,006.61 | 93.65% |
VestGen Advisors LLC VestGen Advisors LLC | 1,808 | $856,139.67 | $1.15M | $291,614.89 | 34.06% |
Allyson Mickool Florida Financial Advisors LLC | 1,101 | $400,052.09 | $709,077.06 | $309,024.97 | 77.25% |
Grant Reeves CVFG LLC | 1,394 | $488,982.88 | $884,939.08 | $395,956.2 | 80.98% |
Elizabeth Arce Sovran Advisors LLC | 366 | $200,769.5 | $232,117.2 | $31,347.7 | 15.61% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 24 | $16,333.17 | $15,220.8 | -$1,112.37 | -6.81% |
Bradley Wilson Crews Bank & Trust | 1,200 | $418,320 | $761,040.01 | $342,720.01 | 81.93% |
Camaron Barta BXM Wealth LLC | 654 | $466,439 | $414,766.81 | -$51,672.19 | -11.08% |
| RN Ron New Whipplewood Advisors LLC | 7 | $3,766.19 | $4,439.4 | $673.21 | 17.88% |
| JB Joshalyn Baca TigerOak Management LLC | 371 | $264,601 | $235,518.22 | -$29,082.78 | -10.99% |
| BFL Baring Financial LLC Baring Financial LLC | 372 | $200,004 | $235,922.4 | $35,918.4 | 17.96% |
| MM Michael McCracken MFG Wealth Management Inc. | 2,198 | $1.57M | $1.39M | -$173,664.38 | -11.08% |