| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,733 | $573,666.13 | $605,290.14 | $31,624.01 | 5.51% |
Kings Path Partners LLC Kings Path Partners LLC | 1,175 | $92,038 | $124,056.5 | $32,018.5 | 34.79% |
| FFL Farrell Financial LLC Farrell Financial LLC | 5,776 | $439,105.91 | $609,830.08 | $170,724.17 | 38.88% |
Neisy Arnez Drucker Wealth 3.0, LLC | 172,907 | $16.01M | $18.26M | $2.25M | 14.05% |
Andrew Bowers BridgePort Financial Solutions, LLC | 11,892 | $927,971.79 | $1.26M | $327,585.57 | 35.3% |
Carmen McClennon WR Wealth Planners, LLC | 60 | $4,791.59 | $6,334.8 | $1,543.21 | 32.21% |
Matthew Richmond Richmond Investment Services, LLC | 2,099 | $187,737.51 | $221,612.42 | $33,874.91 | 18.04% |
Nathan Edwards IMG Wealth Management, Inc. | 536 | $51,946.35 | $58,182.8 | $6,236.45 | 12.01% |
David A Rozenson Fairscale Capital, LLC | 454 | $36,888 | $49,281.7 | $12,393.7 | 33.6% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 2,050 | $212,967 | $216,439 | $3,472 | 1.63% |
Rana Choubah Meridian Financial Advisors, LLC | 5,013 | $400,336.19 | $529,272.54 | $128,936.35 | 32.21% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 6,030 | $472,342.26 | $636,647.4 | $164,305.14 | 34.79% |
Chad Warrick Summit Wealth Partners, LLC | 9,227 | $817,594.75 | $974,186.66 | $156,591.91 | 19.15% |
| TAL TPG Advisors LLC TPG Advisors LLC | 3,185 | $264,287.21 | $336,272.3 | $71,985.09 | 27.24% |
Eric Schmid Ted Buchan & Co | 174,931 | $16.16M | $18.47M | $2.31M | 14.29% |
Greg Reidy Granite FO LLC | 252 | $21,075 | $26,606.16 | $5,531.16 | 26.25% |
David Maddux Brightwater Advisory LLC | 21,772 | $1.64M | $2.35M | $711,056.96 | 43.34% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 78,706 | $7.17M | $8.31M | $1.14M | 15.89% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 153 | $11,568.21 | $16,153.74 | $4,585.53 | 39.64% |
| EM Eric Myers Carrera Capital Advisors | 4,130 | $330,600.57 | $436,045.4 | $105,444.83 | 31.89% |