| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 2,891 | $1.08M | $1.85M | $770,320.56 | 71.1% |
Greg Reidy Granite FO LLC | 2 | $835 | $1,301.34 | $466.34 | 55.85% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 2,161 | $1.1M | $1.41M | $306,442.6 | 27.79% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 22 | $10,274.57 | $14,081.32 | $3,806.75 | 37.05% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 618 | $266,169.72 | $402,114.05 | $135,944.33 | 51.07% |
Jesper Bonnivier Avanza Fonder AB | 29,109 | $13.37M | $18.56M | $5.19M | 38.85% |
| EM Eric Myers Carrera Capital Advisors | 343 | $218,440 | $220,768.52 | $2,328.52 | 1.07% |
Teresa Coleman Creekside Partners | 998 | $373,840.03 | $642,921.58 | $269,081.55 | 71.98% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 354 | $224,553 | $231,877.08 | $7,324.08 | 3.26% |
John Quinn Safe Harbor Fiduciary, LLC | 2,690 | $1.71M | $1.76M | $52,185.7 | 3.06% |
Tuomas Suomela S-Bank Fund Management Ltd | 1,542 | $978,137 | $989,085.06 | $10,948.06 | 1.12% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 2,291 | $1.08M | $1.48M | $402,210.46 | 37.15% |
Taryn Anderson YANKCOM Partnership | 83 | $38,505.39 | $54,005.61 | $15,500.22 | 40.25% |
David Levy Diversified Enterprises LLC | 1,311 | $564,441.14 | $839,407.08 | $274,965.94 | 48.71% |
Pines Wealth Management LLC Pines Wealth Management LLC | 841 | $377,208.61 | $541,423.18 | $164,214.57 | 43.53% |
Caleb Pearson Compass Financial Services Inc. | 883 | $386,111.63 | $579,243.58 | $193,131.95 | 50.02% |
Matthew Riley Hickory Point Bank & Trust | 1,242 | $560,151.41 | $791,911.62 | $231,760.21 | 41.37% |
Seneschal Advisors LLC Seneschal Advisors LLC | 3 | $1,372 | $1,917.46 | $545.46 | 39.76% |
Jared Machen BWM Planning LLC | 451 | $210,880.12 | $295,477.16 | $84,597.04 | 40.12% |
Curtis Harrell Tounjian Advisory Partners LLC | 141 | $89,235 | $90,321.78 | $1,086.78 | 1.22% |