| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Dirks Plum Street Advisors LLC | 138,085 | $10.97M | $11.36M | $393,541.95 | 3.59% |
| AS Aryn Sands GK Wealth Management LLC | 3,936 | $323,487 | $324,168.96 | $681.96 | 0.21% |
Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 6,030 | $479,455.3 | $496,660.95 | $17,205.65 | 3.59% |
Birchbrook Inc. Birchbrook Inc. | 12 | $954 | $987.72 | $33.72 | 3.53% |
Horan Wealth LLC Horan Wealth LLC | 8,400 | $778,596 | $693,966 | -$84,630 | -10.87% |
Maseco LLP Maseco LLP | 2,040 | $180,503.88 | $168,075.6 | -$12,428.28 | -6.89% |
James V. Thompson Jr. Bulwark Capital Corp | 2,427 | $195,168.25 | $199,754.23 | $4,585.98 | 2.35% |
Robert Amato Compass Wealth Management LLC/GA | 77,151 | $5.41M | $6.34M | $930,488.42 | 17.21% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 48,768 | $3.5M | $4M | $500,276.66 | 14.3% |
Ryan Westerbeck Brian Low Financial Group LLC | 2,728 | $232,889.65 | $225,278.24 | -$7,611.41 | -3.27% |
Caldwell Trust Co Caldwell Trust Co | 13,886 | $918,367.82 | $1.14M | $225,699.72 | 24.58% |
Landon Marsh Scott Marsh Financial LLC | 3,841 | $251,662 | $316,652.04 | $64,990.04 | 25.82% |
Gibbs Wealth Management Gibbs Wealth Management | 3,587 | $264,805.05 | $294,976.94 | $30,171.89 | 11.39% |
Mitchell Goldhar TLT Family Holdco ULC | 377,800 | $30M | $31.11M | $1.11M | 3.69% |
Vickie Gutierrez American National Bank of Texas | 37,124 | $2.85M | $3.04M | $194,921.71 | 6.84% |
United Financial Planning Group LLC United Financial Planning Group LLC | 246 | $22,536.37 | $20,233.5 | -$2,302.87 | -10.22% |
Invested Advisors Invested Advisors | 3,013 | $253,030.64 | $249,627.05 | -$3,403.59 | -1.35% |