| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MF Michael Fogarty Foundry Financial Group, Inc. | 17,407 | $1.13M | $1.55M | $419,154 | 37.1% |
Joshua Stipcich Tidemark, LLC | 588 | $34,803.82 | $53,907.84 | $19,104.02 | 54.89% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,031 | $75,201 | $94,759.21 | $19,558.21 | 26.01% |
Roger Krabbe Bank & Trust Co | 1,419 | $92,249 | $126,276.81 | $34,027.81 | 36.89% |
REAP Financial Group LLC REAP Financial Group LLC | 447 | $35,700 | $39,778.53 | $4,078.53 | 11.42% |
VestGen Advisors LLC VestGen Advisors LLC | 5,039 | $394,402.53 | $461,874.74 | $67,472.21 | 17.11% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 83,677 | $6.43M | $7.45M | $1.02M | 15.79% |
| SIM Sims Investment Management LLC Sims Investment Management LLC | 365 | $32,551 | $32,481.35 | -$69.65 | -0.21% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 3,134 | $218,283.1 | $287,262.44 | $68,979.34 | 31.6% |