| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PS Paula Spurgeon BankPlus Trust Department | 3,363 | $624,696.43 | $857,800.44 | $233,104.01 | 37.31% |
Jason D. Finley Finley Financial LLC | 33,346 | $6.3M | $8.54M | $2.24M | 35.51% |
Howard Teutsch Arcadia Investment Advisors LLC | 572 | $87,761.37 | $146,380.52 | $58,619.15 | 66.79% |
REAP Financial Group LLC REAP Financial Group LLC | 41 | $9,971 | $10,458.28 | $487.28 | 4.89% |
| RIG R.H. Investment Group LLC R.H. Investment Group LLC | 5,162 | $1.15M | $1.32M | $175,146.56 | 15.29% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 946 | $202,298.54 | $243,263.9 | $40,965.36 | 20.25% |
Vantage Point Financial LLC Vantage Point Financial LLC | 1,744 | $322,895.59 | $448,678.88 | $125,783.29 | 38.95% |
Manuka Financial LLC Manuka Financial LLC | 946 | $177,999.16 | $242,289.52 | $64,290.36 | 36.12% |
Tandem Financial LLC Tandem Financial LLC | 18,731 | $3.89M | $4.8M | $907,581.85 | 23.32% |
VestGen Advisors LLC VestGen Advisors LLC | 77,208 | $14.53M | $19.78M | $5.25M | 36.15% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 213 | $40,231.8 | $54,349.08 | $14,117.28 | 35.09% |
Mark T. Williams InvesTrust | 8,820 | $1.63M | $2.26M | $626,489.06 | 38.38% |
Elizabeth Arce Sovran Advisors LLC | 4,165 | $792,654.03 | $1.06M | $271,420.17 | 34.24% |
Westmount Partners LLC Westmount Partners LLC | 3,261 | $496,192.36 | $835,337.76 | $339,145.4 | 68.35% |
| MP Megan Parrish Berkeley Inc. | 1,624 | $222,258.68 | $415,240.56 | $192,981.88 | 86.83% |
Bradley Wilson Crews Bank & Trust | 1,259 | $233,078.4 | $321,800.4 | $88,722 | 38.07% |
| PW Potentia Wealth Potentia Wealth | 26,143 | $4.87M | $6.69M | $1.82M | 37.5% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 2,968 | $550,544.47 | $763,577.36 | $213,032.89 | 38.69% |
| JB Joshalyn Baca TigerOak Management LLC | 2,592 | $479,856.75 | $667,828.8 | $187,972.05 | 39.17% |
| BFL Baring Financial LLC Baring Financial LLC | 2,003 | $392,619.18 | $512,587.73 | $119,968.55 | 30.56% |