| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 229 | $8,278.35 | $9,395.87 | $1,118.66 | 13.51% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 9,240 | $197,651.56 | $379,117.2 | $181,511.84 | 91.83% |
| VG Vickie Gutierrez American National Bank of Texas | 7,456 | $210,707 | $305,919.68 | $95,249.96 | 45.2% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,318 | $37,248 | $54,077.54 | $16,836.13 | 45.2% |
| MWM Manske Wealth Management Manske Wealth Management | 9,845 | $243,900.77 | $403,940.35 | $160,088.8 | 65.64% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 40 | $1,560 | $1,641.2 | $81.4 | 5.22% |