| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 615,740 | $7.88M | $9.27M | $1.38M | 17.56% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 222 | $3,163.5 | $3,341.1 | $177.6 | 5.61% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,421 | $54,327.54 | $51,486.05 | -$2,841.49 | -5.23% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 22,777 | $324,572 | $342,793.85 | $18,221.85 | 5.61% |
| RR rosemary richard WCG Wealth Advisors LLC | 45,249 | $609,283.76 | $681,223.69 | $71,939.93 | 11.81% |
Jeff Ameen Spire Wealth Management | 517 | $8,654.58 | $7,832.55 | -$822.03 | -9.5% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,157 | $16,390.01 | $17,431.13 | $1,041.12 | 6.35% |
| WL William Liberti Wealth Effects LLC | 36,618 | $584,988.97 | $551,833.26 | -$33,155.71 | -5.67% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,000 | $39,970 | $45,197.4 | $5,227.4 | 13.08% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 994,107 | $14.17M | $14.99M | $814,475.62 | 5.75% |
| WTM W. Travis McKinney HB Wealth Management LLC | 14,600 | $202,502 | $219,657 | $17,155 | 8.47% |
Jonathan Straus Commons Capital LLC | 38,334 | $531,215.83 | $576,735.03 | $45,519.2 | 8.57% |
Christopher Schurmann Summit Investment Advisory Services LLC | 18,451 | $256,205.67 | $277,595.29 | $21,389.62 | 8.35% |
Jim Clark Worth Asset Management LLC | 17,215 | $238,078.85 | $258,913.6 | $20,834.75 | 8.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 29,590 | $402,661.2 | $444,441.8 | $41,780.6 | 10.38% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 200 | $2,882 | $3,003 | $121 | 4.2% |
Belena Vincetti Fortis Capital Advisors LLC | 22,414 | $298,903.94 | $335,985.86 | $37,081.92 | 12.41% |
Bree Pate Olisti Co. Wealth LLC | 6,400 | $91,904 | $96,096 | $4,192 | 4.56% |
| MV Moises Valladares Insigneo Advisory Services LLC | 11,847 | $156,499.22 | $177,645.76 | $21,146.54 | 13.51% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 10,213 | $134,909 | $153,143.93 | $18,234.93 | 13.52% |