| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BCI Blue Capital Inc. Blue Capital, Inc. | 17,313 | $1M | $1.28M | $281,825.5 | 28.1% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 9,493 | $440,769.51 | $704,475.53 | $263,706.02 | 59.83% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 3,954 | $205,923 | $293,426.34 | $87,503.34 | 42.49% |
Chad Warrick Summit Wealth Partners, LLC | 8,707 | $445,658.15 | $646,146.47 | $200,488.32 | 44.99% |
| TAL TPG Advisors LLC TPG Advisors LLC | 4,422 | $255,216.84 | $328,156.62 | $72,939.78 | 28.58% |
Eric Schmid Ted Buchan & Co | 17,708 | $871,904.43 | $1.31M | $442,206.25 | 50.72% |
| FGS Frederic G Sauer Orion Investment Co | 8,296 | $384,589.57 | $615,646.16 | $231,056.59 | 60.08% |
Heather Fowler A4 Wealth Advisors LLC | 3,146 | $207,833.14 | $233,464.66 | $25,631.52 | 12.33% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 6,280 | $381,636.46 | $466,038.8 | $84,402.34 | 22.12% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 447 | $20,361 | $33,171.87 | $12,810.87 | 62.92% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 78,755 | $4.4M | $5.84M | $1.44M | 32.68% |
Greg Reidy Granite FO LLC | 1,302 | $66,454 | $96,621.42 | $30,167.42 | 45.4% |
Laurel Steward Mattson Financial Services, LLC | 17,567 | $1.16M | $1.3M | $143,186.61 | 12.34% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 11,018 | $602,795.07 | $817,645.78 | $214,850.71 | 35.64% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 3,586 | $210,044.2 | $263,642.72 | $53,598.52 | 25.52% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 2,887 | $155,407.51 | $214,244.27 | $58,836.76 | 37.86% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 4,174 | $221,183.37 | $309,752.54 | $88,569.17 | 40.04% |
Barry Carpenter Cascades Capital Asset Management, LLC | 6,038 | $351,181.36 | $448,079.98 | $96,898.62 | 27.59% |
Gregory A. Brown Brown Financial Advisors | 7,448 | $491,234.09 | $552,716.08 | $61,481.99 | 12.52% |
JAMES ELIOS Elios Financial Group Inc. | 4,601 | $240,655.68 | $341,440.21 | $100,784.53 | 41.88% |