| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 9,561 | $4.05M | $4.55M | $502,625.34 | 12.42% |
Jane King Fairfield Financial Advisors, LTD | 19,916 | $6.99M | $9.47M | $2.49M | 35.62% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 765 | $320,861.73 | $363,925.8 | $43,064.07 | 13.42% |
Chad Warrick Summit Wealth Partners, LLC | 433 | $196,269.96 | $205,986.76 | $9,716.8 | 4.95% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,289 | $938,601.82 | $1.09M | $150,321.26 | 16.01% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 14,098 | $5.9M | $6.71M | $808,407.23 | 13.71% |
Samantha Cox Capital Investment Counsel, LLC | 7,774 | $3.16M | $3.7M | $535,152.32 | 16.92% |
Alison Gould Persium Advisors, LLC | 1,567 | $726,866.76 | $745,453.24 | $18,586.48 | 2.56% |
| LIL Lifewealth Investments LLC LifeWealth Investments, LLC | 702 | $347,694.73 | $333,955.44 | -$13,739.29 | -3.95% |
| FGS Frederic G Sauer Orion Investment Co | 1,578 | $682,705.26 | $750,686.16 | $67,980.9 | 9.96% |
Heather Fowler A4 Wealth Advisors LLC | 519 | $260,922.22 | $246,898.68 | -$14,023.54 | -5.37% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 2,220 | $1.09M | $1.06M | -$35,586.8 | -3.26% |
Greg Reidy Granite FO LLC | 20,280 | $6.46M | $9.65M | $3.18M | 49.28% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 1,083 | $507,154.69 | $515,204.76 | $8,050.07 | 1.59% |
John Gallagher Gallagher Capital Advisors, LLC | 5,310 | $2.41M | $2.53M | $119,156.44 | 4.95% |
David Maddux Brightwater Advisory LLC | 802 | $403,125 | $381,527.44 | -$21,597.56 | -5.36% |
Laurel Steward Mattson Financial Services, LLC | 7,528 | $3.23M | $3.58M | $346,449.24 | 10.71% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 2,136 | $928,440.83 | $1.02M | $87,697.09 | 9.45% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 2,576 | $1.26M | $1.23M | -$35,358.06 | -2.8% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 155 | $75,004.96 | $73,736.6 | -$1,268.36 | -1.69% |