| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 8,222 | $612,255.14 | $695,237.52 | $82,982.38 | 13.55% |
| DN Daniel Newman Noble Wealth Management PBC | 41 | $2,560 | $3,332.07 | $772.07 | 30.16% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 41,862 | $3.11M | $3.4M | $294,254.74 | 9.47% |
Erik Bonnett Tripletail Wealth Management LLC | 720 | $53,942.4 | $62,100 | $8,157.6 | 15.12% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 28 | $2,128.15 | $2,275.56 | $147.41 | 6.93% |