| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Greg Reidy Granite FO LLC | 1,163 | $116,003.75 | $110,275.66 | -$5,728.09 | -4.94% |
John Gallagher Gallagher Capital Advisors, LLC | 5,874 | $583,145.18 | $560,408.97 | -$22,736.21 | -3.9% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 12,883 | $1.25M | $1.23M | -$22,318.44 | -1.78% |
Robert Roy Somnio Financial Group, LLC | 141,923 | $13.86M | $13.53M | -$332,686.03 | -2.4% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 3,940 | $393,526.81 | $375,797.2 | -$17,729.61 | -4.51% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 10,622 | $1.03M | $1.01M | -$21,409.35 | -2.07% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 131,339 | $13.23M | $12.55M | -$681,462.12 | -5.15% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 35,366 | $3.45M | $3.37M | -$72,214.63 | -2.1% |
| EM Eric Myers Carrera Capital Advisors | 16,526 | $1.62M | $1.58M | -$44,214.32 | -2.72% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 2,302 | $229,716.14 | $219,656.84 | -$10,059.3 | -4.38% |
JAMES ELIOS Elios Financial Group Inc. | 7,838 | $787,947.11 | $747,862.77 | -$40,084.34 | -5.09% |
| AJS Aaron Jerome Stephens LIFE LINE WEALTH MANAGEMENT LLC | 4,352 | $423,066.5 | $415,246.08 | -$7,820.42 | -1.85% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,496 | $144,962.49 | $142,598.72 | -$2,363.77 | -1.63% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 49,477 | $4.9M | $4.72M | -$173,752.81 | -3.55% |
Taryn Anderson YANKCOM Partnership | 118 | $11,572.69 | $11,258.38 | -$314.31 | -2.72% |
David Levy Diversified Enterprises LLC | 214,136 | $21.48M | $20.4M | -$1.08M | -5.03% |
Pines Wealth Management LLC Pines Wealth Management LLC | 3,063 | $295,091.66 | $292,547.13 | -$2,544.53 | -0.86% |
Timonier Family Office Ltd. Timonier Family Office Ltd. | 121,246 | $11.91M | $11.57M | -$344,920.24 | -2.9% |
Matthew Riley Hickory Point Bank & Trust | 29,185 | $2.83M | $2.78M | -$47,251.13 | -1.67% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 44,979 | $4.42M | $4.29M | -$125,056.11 | -2.83% |