| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PS Paula Spurgeon BankPlus Trust Department | 9,383 | $856,583.6 | $921,879.75 | $65,296.15 | 7.62% |
Jason D. Finley Finley Financial LLC | 12,825 | $908,585.67 | $1.26M | $351,470.58 | 38.68% |
Howard Teutsch Arcadia Investment Advisors LLC | 197 | $12,735.02 | $19,355.25 | $6,620.23 | 51.98% |
REAP Financial Group LLC REAP Financial Group LLC | 15,205 | $1.18M | $1.49M | $311,803.27 | 26.38% |
Manuka Financial LLC Manuka Financial LLC | 4,439 | $387,569 | $436,131.75 | $48,562.75 | 12.53% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 17,060 | $1.22M | $1.68M | $460,419.22 | 37.87% |
Lyn Dippel Curio Wealth LLC | 3,178 | $286,539.44 | $321,232.25 | $34,692.81 | 12.11% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 2,962 | $286,070 | $291,016.5 | $4,946.5 | 1.73% |
Cameron J. Penney Penney Financial LLC | 132,569 | $10.19M | $13.02M | $2.84M | 27.84% |
VestGen Advisors LLC VestGen Advisors LLC | 43,707 | $3.71M | $4.39M | $683,665.26 | 18.43% |
Aaron Byrd Inkwell Capital LLC | 24,811 | $2.17M | $2.44M | $271,432.54 | 12.53% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 51 | $4,617 | $5,010.75 | $393.75 | 8.53% |
Sincerus Advisory LLC Sincerus Advisory LLC | 2,373 | $207,290.21 | $233,147.25 | $25,857.04 | 12.47% |
Grant Reeves CVFG LLC | 4,157 | $301,684.79 | $417,903.21 | $116,218.42 | 38.52% |
| EFL Envision Financial LLC Envision Financial LLC | 23,331 | $1.7M | $2.29M | $588,558.98 | 34.55% |
Elizabeth Arce Sovran Advisors LLC | 5,228 | $404,874.53 | $513,651 | $108,776.47 | 26.87% |
Westmount Partners LLC Westmount Partners LLC | 15,063 | $1.11M | $1.48M | $371,959.91 | 33.57% |
| EJK Edward J. King Graney & King LLC | 342 | $29,872.03 | $34,569.36 | $4,697.33 | 15.72% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 4,679 | $330,519.53 | $459,711.75 | $129,192.22 | 39.09% |
| MP Megan Parrish Berkeley Inc. | 5,693 | $401,048.24 | $559,337.25 | $158,289.01 | 39.47% |