| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FGS Frederic G Sauer Orion Investment Co | 625 | $233,581 | $229,187.5 | -$4,393.5 | -1.88% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 1,332 | $216,689.62 | $479,613.25 | $262,923.63 | 121.34% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 3,050 | $652,327.18 | $1.16M | $510,088.82 | 78.2% |
Greg Reidy Granite FO LLC | 421 | $79,393 | $151,589.47 | $72,196.47 | 90.94% |
Michael Perry Albar Capital Partners LLP | 25,447 | $9.51M | $9.37M | -$136,141.14 | -1.43% |
David Maddux Brightwater Advisory LLC | 559 | $208,915 | $206,857.94 | -$2,057.06 | -0.98% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 1,702 | $361,937.56 | $613,809.28 | $251,871.72 | 69.59% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,542 | $576,291 | $555,227.95 | -$21,063.05 | -3.65% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 234 | $44,981.49 | $84,256.38 | $39,274.89 | 87.31% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 1,244 | $345,732.95 | $454,470.51 | $108,737.56 | 31.45% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 757 | $227,875.92 | $272,573 | $44,697.08 | 19.61% |
Barry Carpenter Cascades Capital Asset Management, LLC | 1,931 | $367,703.69 | $711,341.78 | $343,638.09 | 93.46% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 1,297 | $484,773 | $467,010.8 | -$17,762.2 | -3.66% |
Teresa Coleman Creekside Partners | 852 | $219,188 | $306,779.65 | $87,591.65 | 39.96% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,726 | $377,544.78 | $621,480.83 | $243,936.05 | 64.61% |
Brent Peacock KP Management LLC | 16,500 | $2.41M | $6.08M | $3.67M | 152.26% |
Level Wealth Management LLC Level Wealth Management LLC | 966 | $161,119.3 | $347,827.63 | $186,708.33 | 115.88% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 557 | $208,168 | $212,283.84 | $4,115.84 | 1.98% |
David Levy Diversified Enterprises LLC | 2,720 | $631,623.64 | $979,390.42 | $347,766.78 | 55.06% |
Pines Wealth Management LLC Pines Wealth Management LLC | 1,089 | $237,852.49 | $392,116.24 | $154,263.75 | 64.86% |