| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 16,748 | $1.17M | $1.49M | $321,352.39 | 27.5% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 376 | $28,454.62 | $33,588.08 | $5,133.46 | 18.04% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 2,781 | $211,936.71 | $247,912.24 | $35,975.53 | 16.97% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 2,974 | $214,378.44 | $265,117.23 | $50,738.79 | 23.67% |
Jesper Bonnivier Avanza Fonder AB | 5,508 | $442,182.37 | $489,110.4 | $46,928.03 | 10.61% |
| EM Eric Myers Carrera Capital Advisors | 82,799 | $7.66M | $7.38M | -$273,959.13 | -3.58% |
Gregory A. Brown Brown Financial Advisors | 11,497 | $815,085.94 | $1.02M | $209,814.12 | 25.74% |
Teresa Coleman Creekside Partners | 6,490 | $459,556.67 | $579,751.7 | $120,195.03 | 26.15% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 23,025 | $1.79M | $2.06M | $271,407.77 | 15.2% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 5,058 | $363,219.79 | $451,831.14 | $88,611.35 | 24.4% |
Tuomas Suomela S-Bank Fund Management Ltd | 87,000 | $6.17M | $7.77M | $1.6M | 26.01% |
Level Wealth Management LLC Level Wealth Management LLC | 2,370 | $220,126 | $211,273.65 | -$8,852.35 | -4.02% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 23,757 | $2.11M | $2.12M | $13,543.26 | 0.64% |
Taryn Anderson YANKCOM Partnership | 12,961 | $933,312.51 | $1.16M | $224,493.62 | 24.05% |
David Levy Diversified Enterprises LLC | 11,052 | $900,222.73 | $987,275.16 | $87,052.43 | 9.67% |
Pines Wealth Management LLC Pines Wealth Management LLC | 20,721 | $1.48M | $1.85M | $367,784.67 | 24.8% |
Matthew Riley Hickory Point Bank & Trust | 3,013 | $232,667.96 | $267,554.4 | $34,886.44 | 14.99% |
Seneschal Advisors LLC Seneschal Advisors LLC | 800 | $60,392 | $71,464 | $11,072 | 18.33% |
Curtis Harrell Tounjian Advisory Partners LLC | 9,002 | $658,363.45 | $804,148.66 | $145,785.21 | 22.14% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 5,972 | $439,307.08 | $533,478.76 | $94,171.68 | 21.44% |