| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 9,080 | $717,745.28 | $776,385.4 | $58,640.12 | 8.17% |
Brent Garcia Broadwater Capital Management LLC | 22 | $1,585 | $1,879.02 | $294.02 | 18.55% |
Vickie Gutierrez American National Bank of Texas | 60,939 | $4.77M | $5.2M | $433,226.03 | 9.08% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 457 | $37,003 | $39,032.37 | $2,029.37 | 5.48% |
Wallace Jones WJ Financial Advisors LLC | 8,796 | $687,521.72 | $748,759.5 | $61,237.78 | 8.91% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 24 | $2,001 | $2,043 | $42 | 2.1% |