| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 591,357 | $7.58M | $8.67M | $1.09M | 14.34% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 222 | $3,163.5 | $3,254.52 | $91.02 | 2.88% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 263,007 | $3.91M | $3.97M | $57,863.7 | 1.48% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,421 | $54,327.54 | $52,101.83 | -$2,225.71 | -4.1% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 22,777 | $324,572 | $333,910.82 | $9,338.82 | 2.88% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 33,480 | $463,094.9 | $503,539.2 | $40,444.3 | 8.73% |
| RR rosemary richard WCG Wealth Advisors LLC | 44,997 | $605,954.84 | $676,754.88 | $70,800.04 | 11.68% |
Jeff Ameen Spire Wealth Management | 517 | $8,654.58 | $7,579.22 | -$1,075.36 | -12.43% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 16,372 | $243,615.36 | $246,234.88 | $2,619.52 | 1.08% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,157 | $16,390.01 | $16,961.62 | $571.61 | 3.49% |
William Liberti Wealth Effects LLC | 36,685 | $585,985.93 | $537,802.1 | -$48,183.83 | -8.22% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,000 | $39,970 | $43,980 | $4,010 | 10.03% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 973,129 | $13.87M | $14.69M | $823,859.37 | 5.94% |
W. Travis McKinney HB Wealth Management LLC | 14,600 | $202,502 | $214,036 | $11,534 | 5.7% |
Jonathan Straus Commons Capital LLC | 40,582 | $564,666.07 | $594,932.12 | $30,266.05 | 5.36% |
Christopher Schurmann Summit Investment Advisory Services LLC | 18,826 | $261,785.55 | $275,989.16 | $14,203.61 | 5.43% |
Jim Clark Worth Asset Management LLC | 17,215 | $238,078.85 | $252,371.9 | $14,293.05 | 6% |
Amanda Hawley Atria Wealth Solutions Inc. | 29,590 | $402,661.2 | $433,789.4 | $31,128.2 | 7.73% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 200 | $2,882 | $2,932 | $50 | 1.73% |
Belena Vincetti Fortis Capital Advisors LLC | 20,397 | $272,258.58 | $299,020.02 | $26,761.44 | 9.83% |