| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Greg Reidy Granite FO LLC | 32,570 | $3.6M | $4.74M | $1.14M | 31.67% |
John Gallagher Gallagher Capital Advisors, LLC | 27,006 | $3.25M | $3.97M | $722,193.32 | 22.25% |
David Maddux Brightwater Advisory LLC | 5,331 | $577,399.91 | $783,230.52 | $205,830.61 | 35.65% |
Robert Roy Somnio Financial Group, LLC | 90,870 | $9.82M | $13.35M | $3.53M | 35.98% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 12,015 | $1.31M | $1.77M | $453,671.7 | 34.54% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 21,624 | $2.49M | $3.18M | $682,913.13 | 27.39% |
| EM Eric Myers Carrera Capital Advisors | 14,484 | $1.56M | $2.13M | $572,319.89 | 36.79% |
JAMES ELIOS Elios Financial Group Inc. | 5,934 | $693,995.5 | $871,823.28 | $177,827.78 | 25.62% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 63,421 | $6.94M | $9.32M | $2.38M | 34.21% |
Teresa Coleman Creekside Partners | 5,920 | $631,818.54 | $869,470.4 | $237,651.86 | 37.61% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 635 | $73,164.64 | $93,262.45 | $20,097.81 | 27.47% |
Level Wealth Management LLC Level Wealth Management LLC | 2,912 | $325,483.08 | $427,831.04 | $102,347.96 | 31.44% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 6,108 | $669,209.13 | $897,081.96 | $227,872.83 | 34.05% |
Taryn Anderson YANKCOM Partnership | 28,245 | $3.26M | $4.15M | $886,839.54 | 27.19% |
David Levy Diversified Enterprises LLC | 3,967 | $493,143 | $582,633.29 | $89,490.29 | 18.15% |
Pines Wealth Management LLC Pines Wealth Management LLC | 20,093 | $2.21M | $2.95M | $738,756.47 | 33.39% |
Matthew Riley Hickory Point Bank & Trust | 2,901 | $336,699.16 | $423,604.03 | $86,904.87 | 25.81% |
Code Waechter LLC Code Waechter LLC | 1,646 | $204,614 | $241,748.02 | $37,134.02 | 18.15% |
High Probability Advisors LLC High Probability Advisors LLC | 4,937 | $547,212.58 | $726,133.96 | $178,921.38 | 32.7% |
Adam Amante Fortress Financial Solutions LLC | 22,390 | $2.57M | $3.29M | $713,643.49 | 27.72% |