| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carol Somoano Asset Planning Inc. | 12,868 | $1.06M | $1.26M | $196,694.62 | 18.57% |
REAP Financial Group LLC REAP Financial Group LLC | 2,154 | $190,109.26 | $209,648.82 | $19,539.56 | 10.28% |
| RIG R.H. Investment Group LLC R.H. Investment Group LLC | 2,317 | $213,040.12 | $226,185.54 | $13,145.42 | 6.17% |
Kay Dee Cole Clarity Wealth Development LLC | 5,430 | $455,958.8 | $530,076.6 | $74,117.8 | 16.26% |
Lyn Dippel Curio Wealth LLC | 4 | $386 | $389.32 | $3.32 | 0.86% |
Lia Bertelson Mallini Complete Financial Planning LLC | 3,290 | $271,224.78 | $321,169.8 | $49,945.02 | 18.41% |
VestGen Advisors LLC VestGen Advisors LLC | 16,235 | $1.52M | $1.58M | $57,526.39 | 3.78% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,184 | $179,859.73 | $212,568.72 | $32,708.99 | 18.19% |
Grant Reeves CVFG LLC | 23,787 | $2.2M | $2.32M | $111,823.67 | 5.08% |
Tony Edwards BankPlus Wealth Management LLC | 2,093 | $202,030 | $203,711.69 | $1,681.69 | 0.83% |
Elizabeth Arce Sovran Advisors LLC | 3,643 | $310,010.14 | $354,573.19 | $44,563.05 | 14.37% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 2,285 | $216,234.24 | $222,399.05 | $6,164.81 | 2.85% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 68 | $6,206.13 | $6,496.04 | $289.91 | 4.67% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 26,379 | $2.2M | $2.57M | $362,609.89 | 16.45% |
Bradley Wilson Crews Bank & Trust | 4,360 | $358,915.2 | $418,865.2 | $59,950 | 16.7% |
Camaron Barta BXM Wealth LLC | 2,250 | $217,170 | $218,992.5 | $1,822.5 | 0.84% |
| RN Ron New Whipplewood Advisors LLC | 73 | $7,046 | $7,074.43 | $28.43 | 0.4% |
| BFL Baring Financial LLC Baring Financial LLC | 2,267 | $218,699.11 | $220,647.11 | $1,948 | 0.89% |
George Hall II One8Zero8 LLC | 7,981 | $657,150.22 | $773,438.71 | $116,288.49 | 17.7% |
| IAL IFC Advisors LLC IFC Advisors LLC | 3,499 | $288,037.68 | $339,088.09 | $51,050.41 | 17.72% |