| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,294 | $315,525.69 | $389,442.24 | $73,916.55 | 23.43% |
Chad Warrick Summit Wealth Partners, LLC | 4,346 | $572,893.49 | $1.31M | $735,078.67 | 128.31% |
| TAL TPG Advisors LLC TPG Advisors LLC | 4,437 | $898,800.95 | $1.34M | $436,558.57 | 48.57% |
Eric Schmid Ted Buchan & Co | 628 | $198,353.1 | $189,002.88 | -$9,350.22 | -4.71% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 232,793 | $62.34M | $70.06M | $7.72M | 12.39% |
Samantha Cox Capital Investment Counsel, LLC | 33,926 | $6.36M | $10.21M | $3.85M | 60.5% |
Alison Gould Persium Advisors, LLC | 3,537 | $863,621.84 | $1.06M | $200,873.68 | 23.26% |
Heather Fowler A4 Wealth Advisors LLC | 5,181 | $1.63M | $1.56M | -$74,340.32 | -4.55% |
FRANCOIS GAUTRON ECOFI INVESTISSEMENTS SA | 3,700 | $748,361.96 | $1.11M | $365,190.04 | 48.8% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 7,359 | $1.58M | $2.21M | $632,222 | 39.95% |
Greg Reidy Granite FO LLC | 1,608 | $213,216.06 | $483,943.68 | $270,727.62 | 126.97% |
John Gallagher Gallagher Capital Advisors, LLC | 11,570 | $2.77M | $3.48M | $708,286 | 25.53% |
David Maddux Brightwater Advisory LLC | 2,058 | $357,855.07 | $619,375.68 | $261,520.61 | 73.08% |
Ben Warren Tumwater Wealth Management, LLC | 1,327 | $318,095 | $399,373.92 | $81,278.92 | 25.55% |
Laurel Steward Mattson Financial Services, LLC | 16,915 | $3.48M | $5.09M | $1.62M | 46.49% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 3,626 | $843,215.47 | $1.09M | $248,065.49 | 29.42% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 11,573 | $3.36M | $3.48M | $126,924.71 | 3.78% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 794 | $196,855.63 | $238,962.24 | $42,106.61 | 21.39% |
| AIA Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 2,639 | $612,402.41 | $794,233.44 | $181,831.03 | 29.69% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 9,120 | $2.24M | $2.74M | $508,236 | 22.72% |