| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 8,085 | $655,585.59 | $642,231.97 | -$13,353.62 | -2.04% |
| DR Don Ruffin Park Square Financial Group LLC | 8 | $524.17 | $635.48 | $111.31 | 21.24% |
| CWM Copia Wealth Management Copia Wealth Management | 15,975 | $869,600.75 | $1.27M | $399,373.37 | 45.93% |
Matthew Chester Tableaux LLC | 13,773 | $1.2M | $1.09M | -$105,534.56 | -8.8% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 27,120 | $1.92M | $2.16M | $238,405.61 | 12.44% |
| BWL Balance Wealth LLC Balance Wealth LLC | 3,904 | $298,460.67 | $310,231.36 | $11,770.69 | 3.94% |
| RM Rich Mowrer Brookwood Investment Group LLC | 3,538 | $302,039.08 | $281,217.93 | -$20,821.15 | -6.89% |
| TFI Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 4,150 | $330,145.58 | $329,862.75 | -$282.83 | -0.09% |
Birchbrook Inc. Birchbrook Inc. | 12 | $954 | $954.12 | $0.12 | 0.01% |
Horan Wealth LLC Horan Wealth LLC | 8,785 | $814,281.65 | $698,275.72 | -$116,005.93 | -14.25% |
| ML Maseco LLP Maseco LLP | 1,394 | $129,189 | $110,836.94 | -$18,352.06 | -14.21% |
James V. Thompson Jr. Bulwark Capital Corp | 2,411 | $193,853.37 | $191,698.61 | -$2,154.76 | -1.11% |
Robert Amato Compass Wealth Management LLC/GA | 72,237 | $5.02M | $5.74M | $724,947.33 | 14.45% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 48,768 | $3.5M | $3.88M | $378,600.5 | 10.82% |
Ryan Westerbeck Brian Low Financial Group LLC | 2,768 | $236,304.45 | $220,083.68 | -$16,220.77 | -6.86% |
| CTC Caldwell Trust Co Caldwell Trust Co | 12,204 | $784,783.39 | $969,851.88 | $185,068.49 | 23.58% |
Landon Marsh Scott Marsh Financial LLC | 3,841 | $251,662 | $305,397.91 | $53,735.91 | 21.35% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 3,587 | $264,805.05 | $285,076.82 | $20,271.77 | 7.66% |
Vickie Gutierrez American National Bank of Texas | 35,457 | $2.71M | $2.82M | $107,257.11 | 3.96% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 648 | $60,063 | $51,496.56 | -$8,566.44 | -14.26% |