| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 5,069 | $1.08M | $1.27M | $191,755.93 | 17.83% |
Chad Warrick Summit Wealth Partners, LLC | 5,733 | $804,425.25 | $1.43M | $628,939.41 | 78.18% |
| TAL TPG Advisors LLC TPG Advisors LLC | 9,013 | $1.75M | $2.25M | $501,947.94 | 28.66% |
Eric Schmid Ted Buchan & Co | 20,786 | $2.75M | $5.2M | $2.45M | 89.19% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 349,668 | $76.27M | $87.42M | $11.16M | 14.63% |
Samantha Cox Capital Investment Counsel, LLC | 39,492 | $7.6M | $9.87M | $2.27M | 29.9% |
Alison Gould Persium Advisors, LLC | 4,667 | $1.02M | $1.17M | $150,605.9 | 14.82% |
| LIL Lifewealth Investments LLC LifeWealth Investments, LLC | 20,366 | $4.47M | $5.09M | $620,067.68 | 13.87% |
| FGS Frederic G Sauer Orion Investment Co | 4,920 | $963,340.85 | $1.23M | $266,757.55 | 27.69% |
Heather Fowler A4 Wealth Advisors LLC | 7,565 | $1.62M | $1.89M | $267,022.69 | 16.44% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 10,372 | $1.97M | $2.59M | $621,591.38 | 31.53% |
Greg Reidy Granite FO LLC | 8,759 | $745,336.03 | $2.19M | $1.44M | 193.82% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 1,922 | $412,429.16 | $480,538.44 | $68,109.28 | 16.51% |
John Gallagher Gallagher Capital Advisors, LLC | 19,332 | $4.24M | $4.83M | $590,448.11 | 13.92% |
Michael Perry Albar Capital Partners LLP | 84,346 | $17.57M | $21.09M | $3.52M | 20.05% |
David Maddux Brightwater Advisory LLC | 2,816 | $511,020.45 | $704,056.32 | $193,035.87 | 37.77% |
Ben Warren Tumwater Wealth Management, LLC | 1,016 | $234,413.41 | $254,020.32 | $19,606.91 | 8.36% |
Laurel Steward Mattson Financial Services, LLC | 56,667 | $11.1M | $14.17M | $3.06M | 27.58% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 10,870 | $2.06M | $2.72M | $656,634.01 | 31.86% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 23,646 | $5.2M | $5.91M | $716,675.67 | 13.79% |