| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Crux Wealth Advisors Crux Wealth Advisors | 8,973 | $1.01M | $1.4M | $395,125.38 | 39.18% |
Berkeley Meredith Hughes Financial Services LLC | 39 | $4,275 | $5,991.18 | $1,716.18 | 40.14% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 1,501 | $182,040.95 | $230,568.61 | $48,527.66 | 26.66% |
Christopher J. Ciehanski Centricity Wealth Management LLC | 98 | $9,536.56 | $15,224.79 | $5,688.23 | 59.65% |
Bradyco Inc. Bradyco Inc. | 5,841 | $568,388.35 | $909,005.62 | $340,617.27 | 59.93% |
Fabian Guerra Guerra Advisors Inc. | 8,033 | $943,827.46 | $1.26M | $311,208.29 | 32.97% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 1,548 | $236,596.17 | $240,752.68 | $4,156.51 | 1.76% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 5,017 | $520,354.43 | $782,125.21 | $261,770.78 | 50.31% |
OneAscent Family Office LLC OneAscent Family Office LLC | 3,508 | $501,532.56 | $545,971.09 | $44,438.53 | 8.86% |
Peter Heilbron Trace Wealth Advisors LLC | 1,825 | $203,451 | $286,178.25 | $82,727.25 | 40.66% |
Navigoe LLC Navigoe LLC | 23 | $2,949.52 | $3,532.22 | $582.7 | 19.76% |
David W. Sommer St. Clair Advisors LLC | 7,092 | $625,024.95 | $1.09M | $466,930.29 | 74.71% |
Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 518 | $51,509.77 | $80,561.95 | $29,052.18 | 56.4% |
May Hill Capital LLC May Hill Capital LLC | 9,081 | $1.24M | $1.41M | $173,081.14 | 13.96% |
William Bradley Clayton Sagespring Wealth Partners LLC | 10,590 | $1.23M | $1.63M | $393,089.06 | 31.87% |
Rossby Financial LLC Rossby Financial LLC | 2,816 | $325,591.65 | $432,678.4 | $107,086.75 | 32.89% |
| SC Shawn Clark Accredited Wealth Management LLC | 50 | $4,865.52 | $7,777 | $2,911.48 | 59.84% |
Debbie Fox Texas Bank & Trust Co | 5,429 | $531,326.33 | $849,122.74 | $317,796.41 | 59.81% |
Chapman Financial Group LLC Chapman Financial Group LLC | 2,355 | $229,165.54 | $355,887.6 | $126,722.06 | 55.3% |
Headland Capital LLC Headland Capital LLC | 1,302 | $204,049 | $204,010.38 | -$38.62 | -0.02% |