| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 4,407 | $777,862.54 | $959,227.62 | $181,365.08 | 23.32% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 4,435 | $1.02M | $965,322.1 | -$58,569.38 | -5.72% |
Greg Reidy Granite FO LLC | 428 | $94,622 | $92,905.96 | -$1,716.04 | -1.81% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 1,135 | $263,217 | $247,157.59 | -$16,059.41 | -6.1% |
Laurel Steward Mattson Financial Services, LLC | 3,366 | $934,399.49 | $734,191.92 | -$200,207.57 | -21.43% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 1,449 | $299,625.62 | $316,055.88 | $16,430.26 | 5.48% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 5,114 | $1.5M | $1.12M | -$381,919.8 | -25.38% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 292 | $73,800.48 | $63,691.04 | -$10,109.44 | -13.7% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 957 | $281,993.73 | $208,300.62 | -$73,693.11 | -26.13% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 3,145 | $716,474.43 | $684,540.7 | -$31,933.73 | -4.46% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 887 | $261,750.88 | $193,064.42 | -$68,686.46 | -26.24% |
Jesper Bonnivier Avanza Fonder AB | 59,779 | $13.53M | $12.71M | -$820,385.23 | -6.06% |
Barry Carpenter Cascades Capital Asset Management, LLC | 1,401 | $323,905.02 | $304,941.66 | -$18,963.36 | -5.85% |
Gregory A. Brown Brown Financial Advisors | 1,607 | $448,262.36 | $349,779.62 | -$98,482.74 | -21.97% |
Teresa Coleman Creekside Partners | 3,410 | $592,390.4 | $743,789.2 | $151,398.8 | 25.56% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 1,609 | $357,179.32 | $350,955.08 | -$6,224.24 | -1.74% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 2,411 | $564,823.22 | $525,887.32 | -$38,935.9 | -6.89% |
Tuomas Suomela S-Bank Fund Management Ltd | 15,156 | $3.77M | $3.31M | -$462,864.24 | -12.28% |
Level Wealth Management LLC Level Wealth Management LLC | 917 | $201,831.33 | $199,594.22 | -$2,237.11 | -1.11% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 1,332 | $393,902.47 | $290,535.84 | -$103,366.63 | -26.24% |