| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 3,870 | $479,608.76 | $541,761.3 | $62,152.54 | 12.96% |
Argentarii LLC Argentarii, LLC | 10,720 | $1.32M | $1.5M | $173,047.76 | 13.08% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 2,284 | $262,328.41 | $319,737.16 | $57,408.75 | 21.88% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 48,652 | $5.73M | $6.64M | $912,710.57 | 15.92% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 5,126 | $536,820.7 | $715,281.99 | $178,461.29 | 33.24% |
Neisy Arnez Drucker Wealth 3.0, LLC | 12,612 | $1.72M | $1.74M | $20,309.77 | 1.18% |
Andrew Bowers BridgePort Financial Solutions, LLC | 1,669 | $200,292.79 | $232,892.24 | $32,599.45 | 16.28% |
Carmen McClennon WR Wealth Planners, LLC | 902 | $101,600.82 | $125,865.07 | $24,264.25 | 23.88% |
Nathan Edwards IMG Wealth Management, Inc. | 46 | $6,116.64 | $6,329.6 | $212.96 | 3.48% |
David A Rozenson Fairscale Capital, LLC | 788 | $90,490.11 | $109,957.51 | $19,467.4 | 21.51% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 1,953 | $255,882 | $273,615.3 | $17,733.3 | 6.93% |
Eric Schmid Ted Buchan & Co | 1,600 | $212,352 | $223,263.98 | $10,911.98 | 5.14% |
Samantha Cox Capital Investment Counsel, LLC | 51,700 | $5.52M | $7.24M | $1.72M | 31.06% |
| FGS Frederic G Sauer Orion Investment Co | 9,196 | $1.01M | $1.29M | $274,500.96 | 27.1% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 11,109 | $1.23M | $1.56M | $329,064.12 | 26.83% |
FRANCOIS GAUTRON ECOFI INVESTISSEMENTS SA | 27,300 | $3.62M | $3.82M | $199,017 | 5.49% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 10,335 | $1.2M | $1.45M | $250,198.87 | 20.91% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 3,652 | $488,364.79 | $497,986.72 | $9,621.93 | 1.97% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 93 | $11,759.52 | $12,977.22 | $1,217.7 | 10.36% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 1,807 | $240,813.22 | $252,998.07 | $12,184.85 | 5.06% |