| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VG Vickie Gutierrez American National Bank of Texas | 7,680 | $946,944 | $679,987.2 | -$266,918.4 | -28.19% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 6,951 | $857,058.18 | $615,441.54 | -$241,581.88 | -28.19% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 176 | $17,792 | $15,583.04 | -$2,208.08 | -12.41% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 6,402 | $663,439 | $566,833.08 | -$96,573.91 | -14.56% |
| MWM Manske Wealth Management Manske Wealth Management | 2,835 | $293,791 | $251,010.9 | -$42,765.93 | -14.56% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 10 | $1,036 | $885.4 | -$150.55 | -14.53% |