| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley Wilson Crews Bank & Trust | 16,951 | $2.53M | $2.58M | $58,819.51 | 2.33% |
SummitTX Capital LP SummitTX Capital LP | 151,214 | $19.5M | $23.4M | $3.9M | 19.98% |
| JB Joshalyn Baca TigerOak Management LLC | 8,384 | $1.28M | $1.26M | -$19,427.36 | -1.52% |
Cache Advisors LLC Cache Advisors LLC | 3,615 | $609,055 | $551,215.2 | -$57,839.8 | -9.5% |
George Hall II One8Zero8 LLC | 1,790 | $268,480.09 | $269,466.6 | $986.51 | 0.37% |
| TS Thomas Stadum Fjell Capital LLC | 9,630 | $1.45M | $1.47M | $15,415.44 | 1.06% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 881 | $134,121.77 | $134,334.88 | $213.11 | 0.16% |
Samira Kadam Synergy Investment Management LLC | 67 | $8,863.39 | $10,366.91 | $1,503.52 | 16.96% |
| JS Joseph Shenton Permanent Capital Management LP | 1,794 | $254,041.49 | $271,486.02 | $17,444.53 | 6.87% |
Bryan Molinar Atlas Legacy Advisors LLC | 3,623 | $550,459.63 | $552,435.04 | $1,975.41 | 0.36% |
Crux Wealth Advisors Crux Wealth Advisors | 11,783 | $1.62M | $1.8M | $179,168.58 | 11.08% |
| BM Berkeley Meredith Hughes Financial Services LLC | 118 | $19,870.85 | $17,992.64 | -$1,878.21 | -9.45% |
Promus Capital LLC Promus Capital LLC | 8,828 | $1.39M | $1.35M | -$46,935.02 | -3.37% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 13,359 | $1.99M | $2.04M | $45,454.23 | 2.28% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 10,574 | $1.64M | $1.59M | -$50,632.32 | -3.08% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 2,131 | $337,955.53 | $324,934.88 | -$13,020.65 | -3.85% |
| DN Daniel Newman Noble Wealth Management PBC | 12 | $1,788 | $1,829.76 | $41.76 | 2.34% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 261 | $47,851.2 | $39,797.28 | -$8,053.92 | -16.83% |
| FG Fabian Guerra Guerra Advisors Inc. | 32 | $5,407 | $4,879.36 | -$527.64 | -9.76% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 2,243 | $360,325.24 | $337,661.22 | -$22,664.02 | -6.29% |