| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 3,374 | $344,027.84 | $461,192.06 | $117,164.22 | 34.06% |
Nathan Edwards IMG Wealth Management, Inc. | 56 | $8,305 | $7,609.56 | -$695.44 | -8.37% |
David A Rozenson Fairscale Capital, LLC | 509 | $54,479.23 | $69,234.18 | $14,754.95 | 27.08% |
Chris Bulman Inc. Chris Bulman Inc | 2,327 | $250,964 | $320,218.47 | $69,254.47 | 27.6% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 10,367 | $1.16M | $1.42M | $263,054.46 | 22.75% |
Rana Choubah Meridian Financial Advisors, LLC | 56,933 | $6.42M | $7.77M | $1.35M | 21.02% |
David Van Overeem RMR Capital Management, LLC | 2,729 | $296,738.75 | $373,108.88 | $76,370.13 | 25.74% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 12,717 | $1.41M | $1.72M | $311,680.62 | 22.1% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 1,830 | $210,395 | $249,868.2 | $39,473.2 | 18.76% |
| TAL TPG Advisors LLC TPG Advisors LLC | 25,728 | $2.77M | $3.5M | $725,945.77 | 26.2% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 80,594 | $10.77M | $11M | $228,129.6 | 2.12% |
Greg Reidy Granite FO LLC | 33,020 | $3.67M | $4.47M | $798,185.01 | 21.73% |
John Gallagher Gallagher Capital Advisors, LLC | 26,410 | $3.17M | $3.61M | $436,476.97 | 13.75% |
David Maddux Brightwater Advisory LLC | 5,224 | $565,817.15 | $712,710.27 | $146,893.12 | 25.96% |
Robert Roy Somnio Financial Group, LLC | 90,870 | $9.82M | $12.33M | $2.51M | 25.58% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 14,510 | $1.68M | $1.99M | $306,228.36 | 18.19% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 21,755 | $2.51M | $2.95M | $437,436.81 | 17.41% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 1,464 | $217,013 | $201,387.84 | -$15,625.16 | -7.2% |
| EM Eric Myers Carrera Capital Advisors | 14,438 | $1.55M | $1.98M | $432,007.47 | 27.86% |
JAMES ELIOS Elios Financial Group Inc. | 5,934 | $693,995.5 | $814,263.48 | $120,267.98 | 17.33% |