| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 185 | $17,988 | $20,292.65 | $2,304.65 | 12.81% |
| PS Paula Spurgeon BankPlus Trust Department | 4,437 | $391,091.97 | $486,694.53 | $95,602.56 | 24.45% |
Maggie Hartness Legacy Wealth Management LLC / MS | 3,284 | $279,527.2 | $360,221.96 | $80,694.76 | 28.87% |
Jason D. Finley Finley Financial LLC | 31,495 | $2.84M | $3.45M | $610,815.74 | 21.48% |
Howard Teutsch Arcadia Investment Advisors LLC | 1,038 | $54,009.22 | $113,858.22 | $59,849 | 110.81% |
REAP Financial Group LLC REAP Financial Group LLC | 1,791 | $172,684.34 | $196,454.79 | $23,770.45 | 13.77% |
Lyn Dippel Curio Wealth LLC | 8,519 | $792,868.88 | $963,839.66 | $170,970.78 | 21.56% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 2,009 | $221,633 | $220,367.21 | -$1,265.79 | -0.57% |
VestGen Advisors LLC VestGen Advisors LLC | 126,880 | $12.34M | $14.35M | $2.01M | 16.3% |
Mark T. Williams InvesTrust | 4,893 | $435,970.98 | $536,713.17 | $100,742.19 | 23.11% |
Sincerus Advisory LLC Sincerus Advisory LLC | 79,958 | $7.17M | $8.77M | $1.6M | 22.24% |
Grant Reeves CVFG LLC | 8,039 | $730,879.19 | $909,050.12 | $178,170.93 | 24.38% |
Tony Edwards BankPlus Wealth Management LLC | 22,174 | $1.98M | $2.43M | $453,828.36 | 22.94% |
Westmount Partners LLC Westmount Partners LLC | 5,568 | $375,644.71 | $610,753.92 | $235,109.21 | 62.59% |
Prime Buchholz LLC Prime Buchholz LLC | 4,700 | $518,504 | $535,189 | $16,685 | 3.22% |
Bradley Wilson Crews Bank & Trust | 485 | $44,224.46 | $53,199.65 | $8,975.19 | 20.29% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 6,446 | $566,514.91 | $707,061.74 | $140,546.83 | 24.81% |
| JB Joshalyn Baca TigerOak Management LLC | 2,807 | $248,139 | $317,415.56 | $69,276.56 | 27.92% |
| JW Jeffrey Waters OFC Financial Planning LLC | 10,549 | $932,531.24 | $1.16M | $224,588.57 | 24.08% |
May Barnhard Investments LLC May Barnhard Investments LLC | 28,043 | $2.18M | $3.08M | $896,253.67 | 41.12% |