| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lifewealth Investments LLC LifeWealth Investments, LLC | 4,103 | $782,047.61 | $1.4M | $616,993.33 | 78.89% |
| FGS Frederic G Sauer Orion Investment Co | 2,410 | $441,230.71 | $834,655.3 | $393,424.59 | 89.17% |
Heather Fowler A4 Wealth Advisors LLC | 1,632 | $397,473.66 | $563,374.56 | $165,900.9 | 41.74% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 6,820 | $1.94M | $2.32M | $381,279.85 | 19.67% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 1,549 | $502,981.15 | $526,737.45 | $23,756.3 | 4.72% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 23,062 | $3.96M | $7.95M | $3.99M | 100.9% |
Greg Reidy Granite FO LLC | 5,735 | $563,203.63 | $1.97M | $1.41M | 249.93% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 1,132 | $293,702.25 | $389,566.48 | $95,864.23 | 32.64% |
David Maddux Brightwater Advisory LLC | 1,923 | $352,716.68 | $661,665.84 | $308,949.16 | 87.59% |
Laurel Steward Mattson Financial Services, LLC | 33,785 | $6.26M | $11.51M | $5.25M | 83.82% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 7,146 | $1.22M | $2.43M | $1.2M | 98.36% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,058 | $187,678.64 | $365,443.78 | $177,765.14 | 94.72% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 271 | $68,426.32 | $91,065.48 | $22,639.16 | 33.09% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 3,757 | $738,901.67 | $1.28M | $544,057.47 | 73.63% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 1,906 | $601,060.29 | $648,230.6 | $47,170.31 | 7.85% |
Jesper Bonnivier Avanza Fonder AB | 411,250 | $89.42M | $138.81M | $49.38M | 55.22% |
| EM Eric Myers Carrera Capital Advisors | 1,409 | $391,471.55 | $480,102.66 | $88,631.11 | 22.64% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 1,626 | $435,546.35 | $552,345.37 | $116,799.02 | 26.82% |
Gregory A. Brown Brown Financial Advisors | 17,808 | $3.18M | $6.05M | $2.87M | 90.07% |
JAMES ELIOS Elios Financial Group Inc. | 1,534 | $259,041.26 | $529,091.94 | $270,050.68 | 104.25% |