| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Patrick Franklin First International Bank & Trust | 142,667 | $14.54M | $25.24M | $10.7M | 73.61% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,839 | $592,441.44 | $1.37M | $776,483.13 | 131.06% |
| MC mike Chen Byrne Asset Management LLC | 195 | $30,923.1 | $34,052.85 | $3,129.75 | 10.12% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 1,229 | $213,256.08 | $214,620.27 | $1,364.19 | 0.64% |
| SD Stephen Dunnaway Brown Shipley& Co Ltd | 205 | $35,572 | $35,189.27 | -$382.73 | -1.08% |
Dalila Toledo Ascent Group LLC | 2,737 | $434,033.46 | $477,543.82 | $43,510.36 | 10.02% |
Michael Byun SageView Advisory Group LLC | 424 | $61,124 | $73,978.29 | $12,854.29 | 21.03% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 2,900 | $307,400 | $506,427 | $199,027 | 64.75% |
Brian Clay Clay Northam Wealth Management LLC | 1,350 | $214,083 | $235,750.5 | $21,667.5 | 10.12% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,737 | $528,458.1 | $829,567.12 | $301,109.02 | 56.98% |
CJ Harrison DecisionPoint Financial LLC | 135 | $12,141.33 | $23,623.65 | $11,482.32 | 94.57% |
Mariana Coli Dunhill Financial LLC | 186 | $21,304.69 | $32,573.25 | $11,268.56 | 52.89% |
Daniel Guy Ethos Financial Group LLC | 4,146 | $528,723.4 | $726,068.25 | $197,344.85 | 37.32% |
Brian Matter Creative Capital Management Investments LLC | 825 | $90,989.25 | $144,478.12 | $53,488.87 | 58.79% |
Christopher Casanega Sharper & Granite LLC | 44,588 | $3.13M | $7.88M | $4.75M | 151.63% |
| SR Scott Register Register Financial Advisors LLC | 860 | $110,417.82 | $152,194.2 | $41,776.38 | 37.83% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,795 | $1.23M | $1.72M | $487,381.02 | 39.69% |
John J. Edwards Breed's Hi LLCapital LLC | 1,900 | $206,150 | $332,756.5 | $126,606.5 | 61.41% |
| MV Moises Valladares Insigneo Advisory Services LLC | 5,145 | $619,647.14 | $903,513.45 | $283,866.31 | 45.81% |
Jill Batley Gateway Wealth Partners LLC | 9,223 | $1.46M | $1.62M | $159,474.78 | 10.9% |