| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rana Choubah Meridian Financial Advisors, LLC | 2,405 | $302,754.87 | $855,410.4 | $552,655.53 | 182.54% |
David Van Overeem RMR Capital Management, LLC | 5,700 | $833,927.05 | $2.03M | $1.19M | 143.11% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 8,997 | $2.82M | $3.2M | $376,793.96 | 13.35% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,492 | $284,794.72 | $530,674.56 | $245,879.84 | 86.34% |
Chad Warrick Summit Wealth Partners, LLC | 2,786 | $373,234.96 | $990,924.48 | $617,689.52 | 165.5% |
| TAL TPG Advisors LLC TPG Advisors LLC | 3,245 | $612,543.11 | $1.15M | $541,638.49 | 88.42% |
Eric Schmid Ted Buchan & Co | 13,794 | $1.44M | $4.91M | $3.47M | 240.63% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 389,972 | $72.39M | $138.71M | $66.31M | 91.6% |
Samantha Cox Capital Investment Counsel, LLC | 6,614 | $1.16M | $2.35M | $1.19M | 102.71% |
Alison Gould Persium Advisors, LLC | 1,301 | $242,907.83 | $462,739.68 | $219,831.85 | 90.5% |
| LIL Lifewealth Investments LLC LifeWealth Investments, LLC | 4,530 | $863,365.53 | $1.61M | $747,864.87 | 86.62% |
| FGS Frederic G Sauer Orion Investment Co | 2,410 | $441,230.71 | $857,188.8 | $415,958.09 | 94.27% |
Heather Fowler A4 Wealth Advisors LLC | 2,699 | $657,341.55 | $959,980.32 | $302,638.77 | 46.04% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 23,592 | $4.05M | $8.39M | $4.34M | 107.29% |
Greg Reidy Granite FO LLC | 5,735 | $563,203.63 | $2.04M | $1.48M | 262.18% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 1,103 | $283,455.68 | $392,315.04 | $108,859.36 | 38.4% |
David Maddux Brightwater Advisory LLC | 1,923 | $352,716.68 | $683,972.64 | $331,255.96 | 93.92% |
Laurel Steward Mattson Financial Services, LLC | 36,118 | $6.69M | $12.85M | $6.16M | 92.05% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 8,074 | $1.38M | $2.87M | $1.49M | 108.14% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,338 | $237,347.85 | $475,899.84 | $238,551.99 | 100.51% |