| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 3.2M | $150.2M | $151.37M | $1.17M | 0.78% |
Billy DeFrance Lauterbach Financial Advisors LLC | 8,706 | $419,126.65 | $411,880.86 | -$7,245.79 | -1.73% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 16,278 | $771,688.19 | $770,112.18 | -$1,576.01 | -0.2% |
John Gorlow Cardiff Park Advisors LLC | 15,985 | $767,407.65 | $758,967.8 | -$8,439.85 | -1.1% |
Jay Richards Investment Advisory Group LLC | 4,365 | $210,349.35 | $206,508.15 | -$3,841.2 | -1.83% |
Kelly Kaczmarczyk Dravo Bay LLC | 352,796 | $16.85M | $16.72M | -$133,995.32 | -0.8% |
Samantha Pierangeli City State Bank | 284,141 | $13.51M | $13.44M | -$71,742.29 | -0.53% |
Brett Lee Planning Center Inc. | 2.9M | $137.21M | $137.4M | $191,136.73 | 0.14% |
W. Travis McKinney HB Wealth Management LLC | 16,361 | $783,154.31 | $774,038.91 | -$9,115.4 | -1.16% |
Sue Cox BetterWealth LLC | 32,981 | $1.57M | $1.56M | -$10,962.49 | -0.7% |
Allison Tronnes Forum Financial Management LP | 9,013 | $422,529.44 | $426,405.03 | $3,875.59 | 0.92% |
| EM Erin Mccann Simplicity Wealth LLC | 116,407 | $5.6M | $5.51M | -$91,689.24 | -1.64% |
Patrick O'Connell Security Financial Services Inc. | 5,456 | $259,981.21 | $258,123.36 | -$1,857.85 | -0.71% |
Michael Byun SageView Advisory Group LLC | 58,346 | $2.7M | $2.77M | $66,828.82 | 2.47% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 4,820 | $230,106.53 | $228,034.2 | -$2,072.33 | -0.9% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 6,760 | $317,760.68 | $319,815.6 | $2,054.92 | 0.65% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,000 | $95,760 | $94,620 | -$1,140 | -1.19% |
Allison Brooke Blake WorthPointe LLC | 227,916 | $10.9M | $10.78M | -$121,882.97 | -1.12% |
Khanthaly Dacanay Chi Co. Wealth RIA | 93,864 | $4.52M | $4.46M | -$62,888.88 | -1.39% |
Scott Williams Investmark Advisory Group LLC | 5,098 | $244,441.61 | $241,900.1 | -$2,541.51 | -1.04% |