| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 8,222 | $612,255.14 | $674,121.78 | $61,866.64 | 10.1% |
| DN Daniel Newman Noble Wealth Management PBC | 41 | $2,560 | $3,326.33 | $766.33 | 29.93% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 42,408 | $3.16M | $3.44M | $284,668.88 | 9.02% |
MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 24 | $2,012 | $1,952.64 | -$59.36 | -2.95% |
Erik Bonnett Tripletail Wealth Management LLC | 720 | $53,942.4 | $58,780.8 | $4,838.4 | 8.97% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 28 | $2,128.15 | $2,278.08 | $149.93 | 7.05% |