| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAL TPG Advisors LLC TPG Advisors LLC | 420 | $194,444.22 | $231,877.8 | $37,433.58 | 19.25% |
Samantha Cox Capital Investment Counsel, LLC | 1,800 | $839,795.15 | $976,648.54 | $136,853.39 | 16.3% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 828 | $398,846.15 | $452,112.84 | $53,266.69 | 13.36% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 1,473 | $719,123.43 | $802,357.83 | $83,234.4 | 11.57% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 1,516 | $705,484.22 | $826,038.08 | $120,553.86 | 17.09% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 875 | $432,742.92 | $466,060.01 | $33,317.09 | 7.7% |
Greg Reidy Granite FO LLC | 10 | $5,846 | $5,222.3 | -$623.7 | -10.67% |
John Gallagher Gallagher Capital Advisors, LLC | 2,221 | $1.12M | $1.18M | $54,419.73 | 4.85% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 745 | $346,538.15 | $397,159.5 | $50,621.35 | 14.61% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 206 | $100,023.4 | $113,009.54 | $12,986.14 | 12.98% |
Barry Carpenter Cascades Capital Asset Management, LLC | 2,069 | $1.2M | $1.13M | -$76,243.24 | -6.33% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 444 | $221,087.41 | $242,375.16 | $21,287.75 | 9.63% |
Taryn Anderson YANKCOM Partnership | 2,575 | $1.25M | $1.37M | $123,347.64 | 9.88% |
David Levy Diversified Enterprises LLC | 6,828 | $3.97M | $3.72M | -$242,490.2 | -6.11% |
Pines Wealth Management LLC Pines Wealth Management LLC | 2,833 | $1.33M | $1.54M | $212,050.91 | 15.94% |
Matthew Riley Hickory Point Bank & Trust | 433 | $200,540 | $236,454.8 | $35,914.8 | 17.91% |
Code Waechter LLC Code Waechter LLC | 515 | $260,168 | $277,116.35 | $16,948.35 | 6.51% |
Seneschal Advisors LLC Seneschal Advisors LLC | 26 | $13,098 | $14,227.46 | $1,129.46 | 8.62% |
Curtis Harrell Tounjian Advisory Partners LLC | 827 | $421,276 | $454,023 | $32,747 | 7.77% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 1,926 | $912,094.87 | $1.05M | $134,474.27 | 14.74% |