| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MF Michael Fogarty Foundry Financial Group, Inc. | 17,407 | $1.13M | $1.57M | $445,090.43 | 39.39% |
Joshua Stipcich Tidemark, LLC | 588 | $34,803.82 | $53,187.54 | $18,383.72 | 52.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,031 | $75,201 | $93,016.82 | $17,815.82 | 23.69% |
Roger Krabbe Bank & Trust Co | 1,419 | $92,249 | $128,185.36 | $35,936.36 | 38.96% |
REAP Financial Group LLC REAP Financial Group LLC | 449 | $35,878.38 | $40,347.14 | $4,468.76 | 12.46% |
VestGen Advisors LLC VestGen Advisors LLC | 5,039 | $394,402.53 | $456,709.76 | $62,307.23 | 15.8% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 83,677 | $6.43M | $7.57M | $1.14M | 17.71% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 3,134 | $218,283.1 | $282,984.53 | $64,701.43 | 29.64% |