| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neisy Arnez Drucker Wealth 3.0, LLC | 6,155 | $374,659.58 | $962,211.15 | $587,551.57 | 156.82% |
Carmen McClennon WR Wealth Planners, LLC | 273 | $16,814.36 | $42,678.09 | $25,863.73 | 153.82% |
Nathan Edwards IMG Wealth Management, Inc. | 100 | $9,645.81 | $15,759 | $6,113.19 | 63.38% |
David A Rozenson Fairscale Capital, LLC | 170 | $15,488.7 | $26,790.3 | $11,301.6 | 72.97% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 1,955 | $282,712 | $318,528.15 | $35,816.15 | 12.67% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 12,369 | $764,880.51 | $1.93M | $1.17M | 152.8% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,595 | $230,653 | $249,346.35 | $18,693.35 | 8.1% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 557 | $46,489.51 | $87,075.81 | $40,586.3 | 87.3% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 9,631 | $894,931.47 | $1.51M | $610,682.76 | 68.24% |
Jesper Bonnivier Avanza Fonder AB | 55,359 | $4.69M | $8.65M | $3.97M | 84.6% |
Barry Carpenter Cascades Capital Asset Management, LLC | 833 | $120,460 | $135,978.93 | $15,518.93 | 12.88% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 5,795 | $527,982 | $905,932.35 | $377,950.35 | 71.58% |
Teresa Coleman Creekside Partners | 1,886 | $205,499 | $294,838.38 | $89,339.38 | 43.47% |
Tuomas Suomela S-Bank Fund Management Ltd | 6,540 | $595,859.45 | $1.02M | $426,538.75 | 71.58% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 1,725 | $200,255 | $273,826.52 | $73,571.52 | 36.74% |
Nicholas Munoz IronOak Wealth LLC. | 7,331 | $667,921 | $1.15M | $478,134.23 | 71.59% |
David Levy Diversified Enterprises LLC | 6,565 | $848,746.86 | $1.03M | $177,559.59 | 20.92% |
Matthew Riley Hickory Point Bank & Trust | 3,997 | $308,517.7 | $624,851.01 | $316,333.31 | 102.53% |
Seneschal Advisors LLC Seneschal Advisors LLC | 9 | $981 | $1,469.16 | $488.16 | 49.76% |
Curtis Harrell Tounjian Advisory Partners LLC | 221 | $25,655.9 | $34,827.39 | $9,171.49 | 35.75% |