| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CBI Chris Bulman Inc. Chris Bulman Inc | 681 | $211,073.97 | $186,185.4 | -$24,888.57 | -11.79% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,372 | $349,886.05 | $375,104.8 | $25,218.73 | 7.21% |
| RG Robin Gould Christensen, King & Associates Investment Services, Inc. | 970 | $287,239.09 | $265,198 | -$22,041.1 | -7.67% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 781 | $242,727 | $213,525.4 | -$29,201.61 | -12.03% |
| RC Rana Choubah Meridian Financial Advisors, LLC | 1,315 | $358,799.61 | $359,521 | $721.38 | 0.2% |
| DVO David Van Overeem RMR Capital Management, LLC | 6,039 | $1.79M | $1.65M | -$139,561.46 | -7.79% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 867 | $259,345.55 | $237,037.8 | -$22,307.75 | -8.6% |
| CW Chad Warrick Summit Wealth Partners, LLC | 698 | $209,943.98 | $190,833.2 | -$19,110.78 | -9.1% |
| TAL TPG Advisors LLC TPG Advisors LLC | 1,187 | $302,519.57 | $324,525.8 | $22,006.21 | 7.27% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 22,087 | $5.93M | $6.04M | $108,802.8 | 1.83% |
| SC Samantha Cox Capital Investment Counsel, LLC | 1,368 | $397,975.75 | $374,011.2 | -$23,964.56 | -6.02% |
| AG Alison Gould Persium Advisors, LLC | 2,334 | $684,392.59 | $638,115.6 | -$46,277.01 | -6.76% |
| FGS Frederic G Sauer Orion Investment Co | 840 | $214,065.21 | $229,656 | $15,590.78 | 7.28% |
| HF Heather Fowler A4 Wealth Advisors LLC | 851 | $258,595.2 | $232,663.4 | -$25,931.8 | -10.03% |
| CP Christopher Plummer PROMETHIUM ADVISORS,LLC | 7,058 | $2.15M | $1.93M | -$218,834.27 | -10.18% |
| LS Laurel Steward Mattson Financial Services, LLC | 10,703 | $2.75M | $2.93M | $176,782.73 | 6.43% |
| MLK Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 3,558 | $1.04M | $972,757.2 | -$66,783.43 | -6.42% |
| BG Bryan Gort Quest 10 Wealth Builders, Inc. | 168 | $50,442.5 | $45,931.2 | -$4,511.3 | -8.94% |
| AIA Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 697 | $211,909.64 | $190,559.8 | -$21,349.84 | -10.07% |
| DM Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 2,283 | $664,509.66 | $624,172.2 | -$40,337.48 | -6.07% |