| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWR Brian W. Rahlfs Rahlfs Capital LLC | 5,450 | $239,527.69 | $281,983 | $42,455.31 | 17.72% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 4,645 | $240,726.38 | $250,644.2 | $9,917.82 | 4.12% |
| GPW Grant Private Wealth Management Inc. Grant Private Wealth Management Inc. | 7,281 | $344,542.33 | $383,017 | $38,474.67 | 11.17% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 115,526 | $5.31M | $5.91M | $601,257.81 | 11.32% |
| CCA Coign Capital Advisors LLC Coign Capital Advisors LLC | 15,980 | $713,030.27 | $826,805.2 | $113,774.93 | 15.96% |
Rossby Financial LLC Rossby Financial LLC | 3,336 | $177,343.37 | $172,471.2 | -$4,872.17 | -2.75% |
| SC Shawn Clark Accredited Wealth Management LLC | 1,105 | $52,288.63 | $56,785.95 | $4,497.32 | 8.6% |
| PR Patrick Ross Ross/Johnson & Associates LLC | 118 | $5,298.61 | $6,064.02 | $765.41 | 14.45% |
| DF Debbie Fox Texas Bank & Trust Co | 4,982 | $266,391.43 | $261,455.36 | -$4,936.07 | -1.85% |
| AFL AGP Franklin LLC AGP Franklin LLC | 60,903 | $2.87M | $3.15M | $284,365.91 | 9.92% |
| CFG Chapman Financial Group LLC Chapman Financial Group LLC | 44,886 | $1.99M | $2.42M | $432,286.06 | 21.73% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 8,131 | $365,833.9 | $417,852.09 | $52,018.19 | 14.22% |
Headland Capital LLC Headland Capital LLC | 15,527 | $801,062.9 | $804,686.77 | $3,623.87 | 0.45% |
| JH Julie Hazzard 10Elms LLP | 222 | $10,823 | $11,408.58 | $585.58 | 5.41% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 6,030 | $343,613 | $314,856.45 | -$28,756.55 | -8.37% |
| JCH Joseph C. Hand Morangie Management LLC | 107,293 | $4.91M | $5.55M | $640,230.67 | 13.05% |
| PR Peter Recchia 4Wealth Advisors Inc. | 4,558 | $201,608.2 | $238,155.5 | $36,547.3 | 18.13% |
| RS Ranga Srinivasan Everest Management Corp | 4,935 | $253,066.96 | $255,336.9 | $2,269.94 | 0.9% |
| RS Ruza Susnik Triglav Investments d.o.o. | 183,281 | $9.81M | $9.62M | -$191,650.75 | -1.95% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 426 | $20,769.12 | $21,860.19 | $1,091.07 | 5.25% |