| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 121 | $4,341.35 | $4,280.98 | -$60.37 | -1.39% |
Adam J. Mehrer Wills Financial Group LLC | 10,830 | $370,986.45 | $380,674.5 | $9,688.05 | 2.61% |
W. Kirk Wycoff Patriot Financial Partners GP II LP | 1.02M | $34.39M | $36.17M | $1.78M | 5.19% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 8 | $282.5 | $280.66 | -$1.84 | -0.65% |
Aryn Sands GK Wealth Management LLC | 4 | $142 | $139.68 | -$2.32 | -1.63% |