| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 48,768 | $3.5M | $3.91M | $409,324.34 | 11.7% |
Ryan Westerbeck Brian Low Financial Group LLC | 2,728 | $232,889.65 | $218,621.92 | -$14,267.73 | -6.13% |
| CTC Caldwell Trust Co Caldwell Trust Co | 12,204 | $784,783.39 | $978,028.56 | $193,245.17 | 24.62% |
Landon Marsh Scott Marsh Financial LLC | 3,841 | $251,662 | $307,817.74 | $56,155.74 | 22.31% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 3,587 | $264,805.05 | $287,462.18 | $22,657.13 | 8.56% |
Mitchell Goldhar TLT Family Holdco ULC | 377,800 | $30M | $32.99M | $2.99M | 9.96% |
Vickie Gutierrez American National Bank of Texas | 35,184 | $2.69M | $3.05M | $356,413.61 | 13.25% |
United Financial Planning Group LLC United Financial Planning Group LLC | 246 | $22,536.37 | $19,714.44 | -$2,821.93 | -12.52% |
Invested Advisors Invested Advisors | 2,309 | $197,119.07 | $185,043.26 | -$12,075.81 | -6.13% |