| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerri Hicken FULLCIRCLE WEALTH LLC | 1,748 | $175,379.74 | $211,105.96 | $35,726.22 | 20.37% |
Kelly Dixon Cannon Financial Strategists, Inc. | 5,989 | $616,283.36 | $717,841.54 | $101,558.18 | 16.48% |
Neisy Arnez Drucker Wealth 3.0, LLC | 11,605 | $1.17M | $1.4M | $230,819.65 | 19.7% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 13,080 | $1.58M | $1.56M | -$25,044.01 | -1.58% |
Carmen McClennon WR Wealth Planners, LLC | 1,705 | $167,282.69 | $203,730.45 | $36,447.76 | 21.79% |
Nathan Edwards IMG Wealth Management, Inc. | 1,454 | $159,711.49 | $175,897.65 | $16,186.16 | 10.13% |
David A Rozenson Fairscale Capital, LLC | 1,691 | $187,334.84 | $204,492.63 | $17,157.79 | 9.16% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 7,000 | $764,023.14 | $843,570 | $79,546.86 | 10.41% |
Rana Choubah Meridian Financial Advisors, LLC | 1,908 | $185,165.09 | $230,734.44 | $45,569.35 | 24.61% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 2,077 | $270,789.91 | $246,913.76 | -$23,876.15 | -8.82% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 22,434 | $2.31M | $2.68M | $376,812.01 | 16.33% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 2,338 | $251,826 | $279,414.38 | $27,588.38 | 10.96% |
Samantha Cox Capital Investment Counsel, LLC | 46,865 | $6.13M | $5.67M | -$459,765.25 | -7.5% |
Alison Gould Persium Advisors, LLC | 8,703 | $977,717.3 | $1.04M | $63,466.1 | 6.49% |
Heather Fowler A4 Wealth Advisors LLC | 2,615 | $323,172.3 | $312,518.65 | -$10,653.65 | -3.3% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 26,923 | $3.21M | $3.25M | $40,943.06 | 1.28% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 3,137 | $320,686.05 | $378,902.54 | $58,216.49 | 18.15% |
Greg Reidy Granite FO LLC | 50 | $5,765 | $5,944 | $179 | 3.1% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 8,373 | $993,052.99 | $996,805.65 | $3,752.66 | 0.38% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 5,330 | $578,406.45 | $646,635.6 | $68,229.15 | 11.8% |