| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vickie Gutierrez American National Bank of Texas | 3,300 | $264,052.25 | $303,435 | $39,382.75 | 14.91% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 86 | $6,797.05 | $8,020.36 | $1,223.31 | 18% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 2,544 | $216,803 | $232,267.2 | $15,464.2 | 7.13% |
Blalock Williams LLC Blalock Williams LLC | 3,439 | $273,725.05 | $320,721.14 | $46,996.09 | 17.17% |
Jon Borer Capitolis Liquid Global Markets LLC | 573,982 | $48.8M | $52.99M | $4.19M | 8.58% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 3,041 | $243,069.34 | $283,603.66 | $40,534.32 | 16.68% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 359 | $28,376.91 | $32,776.7 | $4,399.79 | 15.5% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 307,752 | $28.01M | $28.7M | $688,402.12 | 2.46% |