| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alison Gould Persium Advisors, LLC | 7,332 | $810,825.65 | $921,559.08 | $110,733.43 | 13.66% |
Heather Fowler A4 Wealth Advisors LLC | 2,601 | $321,400 | $326,997.72 | $5,597.72 | 1.74% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 28,248 | $3.34M | $3.55M | $207,991.58 | 6.22% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 3,341 | $341,132.95 | $420,030.52 | $78,897.57 | 23.13% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 2,000 | $234,420 | $251,440 | $17,020 | 7.26% |
Greg Reidy Granite FO LLC | 50 | $5,765 | $6,217 | $452 | 7.84% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 7,766 | $916,218.95 | $974,943.64 | $58,724.69 | 6.41% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 5,249 | $568,153.48 | $659,956.77 | $91,803.29 | 16.16% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 3,896 | $439,304.33 | $489,805.12 | $50,500.79 | 11.5% |
Jesper Bonnivier Avanza Fonder AB | 1,028 | $121,864.97 | $128,510.28 | $6,645.31 | 5.45% |
Barry Carpenter Cascades Capital Asset Management, LLC | 9,506 | $1.11M | $1.2M | $81,982.53 | 7.37% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 1,549 | $179,048.23 | $194,755.77 | $15,707.54 | 8.77% |
John Quinn Safe Harbor Fiduciary, LLC | 12,629 | $1.48M | $1.59M | $106,245.49 | 7.17% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 563 | $60,658 | $70,785.99 | $10,127.99 | 16.7% |
Level Wealth Management LLC Level Wealth Management LLC | 4,775 | $518,523.41 | $600,313 | $81,789.59 | 15.77% |
Taryn Anderson YANKCOM Partnership | 3,467 | $374,423.77 | $435,905.91 | $61,482.14 | 16.42% |
David Levy Diversified Enterprises LLC | 3,810 | $456,834.75 | $479,031.3 | $22,196.55 | 4.86% |
Pines Wealth Management LLC Pines Wealth Management LLC | 9,419 | $999,860.73 | $1.18M | $184,390.14 | 18.44% |
Timonier Family Office Ltd. Timonier Family Office Ltd. | 3,240 | $349,146.22 | $407,365.2 | $58,218.98 | 16.67% |
Code Waechter LLC Code Waechter LLC | 4,589 | $554,913.48 | $576,974.97 | $22,061.49 | 3.98% |