| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Edwards IMG Wealth Management, Inc. | 369 | $55,538.53 | $68,836.95 | $13,298.42 | 23.94% |
David A Rozenson Fairscale Capital, LLC | 667 | $104,288.31 | $124,428.85 | $20,140.54 | 19.31% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,881 | $292,818.13 | $370,237.23 | $77,419.1 | 26.44% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 1,892 | $302,634.13 | $372,080.72 | $69,446.59 | 22.95% |
Rana Choubah Meridian Financial Advisors, LLC | 1,960 | $265,267.23 | $385,786.8 | $120,519.57 | 45.43% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 4,740 | $697,109.55 | $932,168.4 | $235,058.85 | 33.72% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 5,097 | $799,340.61 | $1M | $203,901.9 | 25.51% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 2,335 | $334,060 | $459,598.05 | $125,538.05 | 37.58% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 2,323 | $339,935.63 | $433,355.65 | $93,420.02 | 27.48% |
Chad Warrick Summit Wealth Partners, LLC | 3,795 | $709,934.32 | $746,969.85 | $37,035.53 | 5.22% |
Eric Schmid Ted Buchan & Co | 1,926 | $333,926.8 | $379,094.58 | $45,167.78 | 13.53% |
Samantha Cox Capital Investment Counsel, LLC | 75,864 | $11.62M | $14.93M | $3.32M | 28.54% |
| FGS Frederic G Sauer Orion Investment Co | 1,826 | $285,887.95 | $359,101.16 | $73,213.21 | 25.61% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 6,838 | $1.14M | $1.3M | $157,204.48 | 13.73% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 6,316 | $1M | $1.24M | $241,698.96 | 24.13% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 7,762 | $1.24M | $1.48M | $242,262.56 | 19.61% |
Ben Warren Tumwater Wealth Management, LLC | 14,182 | $2.05M | $2.79M | $737,335.36 | 35.9% |
Laurel Steward Mattson Financial Services, LLC | 27,399 | $4.25M | $5.39M | $1.14M | 26.82% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 1,395 | $217,520.83 | $274,257 | $56,736.17 | 26.08% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 13,077 | $1.88M | $2.57M | $695,481.87 | 37.02% |