| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 126,880 | $12.34M | $13.84M | $1.5M | 12.2% |
Mark T. Williams InvesTrust | 4,893 | $435,970.98 | $532,113.75 | $96,142.77 | 22.05% |
Sincerus Advisory LLC Sincerus Advisory LLC | 81,509 | $7.34M | $8.89M | $1.55M | 21.05% |
Grant Reeves CVFG LLC | 8,039 | $730,879.19 | $874,241.25 | $143,362.06 | 19.62% |
Tony Edwards BankPlus Wealth Management LLC | 21,351 | $1.91M | $2.34M | $433,748.3 | 22.76% |
Westmount Partners LLC Westmount Partners LLC | 5,568 | $375,644.71 | $606,243.84 | $230,599.13 | 61.39% |
Prime Buchholz LLC Prime Buchholz LLC | 4,700 | $518,504 | $508,916 | -$9,588 | -1.85% |
| MP Marcus Pimentel SLT Holdings LLC | 2,341 | $249,808 | $256,503.37 | $6,695.37 | 2.68% |
Bradley Wilson Crews Bank & Trust | 485 | $44,224.46 | $52,595.82 | $8,371.36 | 18.93% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 6,446 | $566,514.91 | $705,321.32 | $138,806.41 | 24.5% |
| JB Joshalyn Baca TigerOak Management LLC | 2,807 | $248,139 | $307,984.04 | $59,845.04 | 24.12% |
| JW Jeffrey Waters OFC Financial Planning LLC | 10,549 | $932,531.24 | $1.15M | $214,725.25 | 23.03% |
May Barnhard Investments LLC May Barnhard Investments LLC | 28,043 | $2.18M | $3.06M | $877,324.64 | 40.25% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 6,602 | $588,271.58 | $720,839.37 | $132,567.79 | 22.54% |
| CM Christopher McCall Journey Beyond Wealth LLC | 3,178 | $280,935.94 | $344,082.06 | $63,146.12 | 22.48% |
| IAL IFC Advisors LLC IFC Advisors LLC | 69,137 | $6.3M | $7.56M | $1.27M | 20.16% |
| PPL Postrock Partners LLC Postrock Partners LLC | 6,376 | $562,289.63 | $695,175.28 | $132,885.65 | 23.63% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 1,871 | $206,423 | $203,770.61 | -$2,652.39 | -1.28% |
| AFI Atala Financial Inc. Atala Financial Inc. | 17,510 | $1.57M | $1.92M | $345,212.13 | 21.94% |
Samira Kadam Synergy Investment Management LLC | 947 | $99,283.63 | $103,327.17 | $4,043.54 | 4.07% |