| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vickie Gutierrez American National Bank of Texas | 4,181 | $291,625 | $352,918.21 | $61,293.21 | 21.02% |
IFS Group LLC IFS Group LLC | 22,654 | $1.51M | $1.91M | $407,286.68 | 27.06% |
Matthew Jenkins GatePass Capital LLC | 13,131 | $835,596.14 | $1.11M | $272,922.88 | 32.66% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2,083 | $140,077 | $175,909.35 | $35,832.35 | 25.58% |
United Financial Planning Group LLC United Financial Planning Group LLC | 100,808 | $6.65M | $8.51M | $1.86M | 28.05% |
| AIG Abbington Investment Group Abbington Investment Group | 10,743 | $708,344.93 | $906,924.06 | $198,579.13 | 28.03% |
Invested Advisors Invested Advisors | 14,238 | $742,084.65 | $1.2M | $459,887.31 | 61.97% |
Blalock Williams LLC Blalock Williams LLC | 52,888 | $3.19M | $4.46M | $1.27M | 39.75% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 4,911 | $271,242.33 | $414,586.62 | $143,344.29 | 52.85% |
Brian Mann Mann Financial Group Inc. | 44,721 | $3.12M | $3.77M | $655,781.96 | 21.02% |
| BML Berman McAleer LLC Berman McAleer LLC | 33,312 | $2.2M | $2.81M | $616,272.16 | 28.06% |
| PCL Payne Capital LLC Payne Capital LLC | 22,320 | $1.56M | $1.88M | $327,211.2 | 21.02% |
Darrell T. Roberts American Wealth Advisors LLC | 31 | $2,063.84 | $2,616.71 | $552.87 | 26.79% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,195 | $80,878 | $100,858 | $19,980 | 24.7% |
Sarah Byrd Alpha Advisors LLC/VA | 11,176 | $585,069.29 | $943,366.16 | $358,296.87 | 61.24% |