| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 9,495 | $440,904.19 | $694,606.72 | $253,702.53 | 57.54% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 3,954 | $205,923 | $292,002.9 | $86,079.9 | 41.8% |
| TAL TPG Advisors LLC TPG Advisors LLC | 4,648 | $271,476.15 | $343,254.8 | $71,778.65 | 26.44% |
Eric Schmid Ted Buchan & Co | 18,179 | $905,793.4 | $1.34M | $437,271.12 | 48.27% |
| FGS Frederic G Sauer Orion Investment Co | 8,310 | $385,596.87 | $611,034.3 | $225,437.43 | 58.46% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 11,564 | $761,820.35 | $845,675.32 | $83,854.97 | 11.01% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 447 | $20,361 | $32,689.11 | $12,328.11 | 60.55% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 80,975 | $4.57M | $5.92M | $1.36M | 29.71% |
Greg Reidy Granite FO LLC | 1,302 | $66,454 | $96,139.68 | $29,685.68 | 44.67% |
Laurel Steward Mattson Financial Services, LLC | 17,786 | $1.18M | $1.3M | $124,236.14 | 10.56% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 12,178 | $686,257.06 | $890,577.14 | $204,320.08 | 29.77% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 3,586 | $210,044.2 | $264,162.69 | $54,118.49 | 25.77% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 2,870 | $154,518.58 | $212,121.7 | $57,603.12 | 37.28% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 4,191 | $222,401.94 | $309,463.44 | $87,061.5 | 39.15% |
Barry Carpenter Cascades Capital Asset Management, LLC | 5,591 | $327,807.76 | $400,091.96 | $72,284.2 | 22.05% |
Gregory A. Brown Brown Financial Advisors | 7,283 | $480,334.18 | $521,171.48 | $40,837.3 | 8.5% |
JAMES ELIOS Elios Financial Group Inc. | 4,601 | $240,655.68 | $339,737.84 | $99,082.16 | 41.17% |
John Quinn Safe Harbor Fiduciary, LLC | 3,190 | $184,692.87 | $235,437.95 | $50,745.08 | 27.48% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,300 | $72,074.24 | $95,069 | $22,994.76 | 31.9% |
David Levy Diversified Enterprises LLC | 14,487 | $849,304.25 | $1.06M | $210,130.06 | 24.74% |