| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rana Choubah Meridian Financial Advisors, LLC | 1,122 | $222,177.66 | $243,552.54 | $21,374.89 | 9.62% |
David Van Overeem RMR Capital Management, LLC | 9,212 | $1.43M | $2M | $572,064.93 | 40.07% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 1,788 | $324,038.02 | $388,121.16 | $64,083.16 | 19.78% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,321 | $576,223.32 | $720,889.47 | $144,666.19 | 25.11% |
Chad Warrick Summit Wealth Partners, LLC | 2,216 | $289,696.95 | $481,027.12 | $191,330.19 | 66.04% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,131 | $365,509 | $462,576.17 | $97,067.19 | 26.56% |
Eric Schmid Ted Buchan & Co | 1,587 | $257,205.24 | $344,490.09 | $87,284.87 | 33.94% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 12,444 | $2.27M | $2.7M | $429,049.15 | 18.88% |
Samantha Cox Capital Investment Counsel, LLC | 48,010 | $8.01M | $10.42M | $2.41M | 30.11% |
| LIL Lifewealth Investments LLC LifeWealth Investments, LLC | 2,007 | $417,182.23 | $435,659.49 | $18,477.28 | 4.43% |
| FGS Frederic G Sauer Orion Investment Co | 6,111 | $1.05M | $1.33M | $275,957.85 | 26.27% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 17,605 | $3.47M | $3.82M | $356,213.29 | 10.28% |
Laurel Steward Mattson Financial Services, LLC | 4,973 | $868,144.57 | $1.08M | $211,344.59 | 24.34% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 5,019 | $1.01M | $1.09M | $75,332.54 | 7.43% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 9,169 | $1.71M | $1.99M | $280,348.98 | 16.39% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,286 | $230,001.42 | $279,152.02 | $49,150.62 | 21.37% |
| AIA Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 1,989 | $389,298.09 | $431,752.23 | $42,454.16 | 10.9% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 2,749 | $511,739.66 | $596,725.43 | $84,985.8 | 16.61% |
Jesper Bonnivier Avanza Fonder AB | 10,215 | $2.03M | $2.22M | $189,238.06 | 9.33% |
Barry Carpenter Cascades Capital Asset Management, LLC | 5,673 | $1.12M | $1.23M | $110,368.77 | 9.84% |