| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roger Krabbe Bank & Trust Co | 1,419 | $92,249 | $126,574.8 | $34,325.8 | 37.21% |
REAP Financial Group LLC REAP Financial Group LLC | 447 | $35,700 | $39,733.83 | $4,033.83 | 11.3% |
VestGen Advisors LLC VestGen Advisors LLC | 9,805 | $767,437.35 | $871,566.45 | $104,129.1 | 13.57% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 78,077 | $5.93M | $6.94M | $1.01M | 17.05% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 3,134 | $218,283.1 | $277,813.43 | $59,530.33 | 27.27% |