| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NE Nathan Edwards IMG Wealth Management, Inc. | 1,455 | $295,999.41 | $335,377.5 | $39,378.09 | 13.3% |
| DAR David A Rozenson Fairscale Capital, LLC | 1,382 | $239,663.38 | $318,551 | $78,887.62 | 32.92% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 3,369 | $644,814.85 | $776,554.5 | $131,739.65 | 20.43% |
| RC Rana Choubah Meridian Financial Advisors, LLC | 1,433 | $312,363.84 | $330,306.5 | $17,942.66 | 5.74% |
| AJ Adam Jordan Paul R. Ried Financial Group, LLC | 3,325 | $550,520.06 | $766,412.5 | $215,892.44 | 39.22% |
| JK Jane King Fairfield Financial Advisors, LTD | 6,205 | $1.56M | $1.43M | -$131,703.97 | -8.43% |
| VPW VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,607 | $257,229.72 | $370,413.5 | $113,183.78 | 44% |
| CW Chad Warrick Summit Wealth Partners, LLC | 3,090 | $349,311.52 | $712,245 | $362,933.48 | 103.9% |
| TAL TPG Advisors LLC TPG Advisors LLC | 1,925 | $408,078.17 | $443,712.5 | $35,634.33 | 8.73% |
| ES Eric Schmid Ted Buchan & Co | 2,106 | $222,035.54 | $485,433 | $263,397.46 | 118.63% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 20,587 | $3.75M | $4.75M | $994,467.18 | 26.51% |
| LIL Lifewealth Investments LLC LifeWealth Investments, LLC | 1,771 | $387,229.62 | $408,215.5 | $20,985.88 | 5.42% |
| CP Christopher Plummer PROMETHIUM ADVISORS,LLC | 2,811 | $478,994.52 | $647,935.5 | $168,940.98 | 35.27% |
| GR Greg Reidy Granite FO LLC | 42 | $7,157 | $9,681 | $2,524 | 35.27% |
| MWM Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 1,435 | $301,626.91 | $330,767.5 | $29,140.59 | 9.66% |
| BW Ben Warren Tumwater Wealth Management, LLC | 2,057 | $342,778.2 | $474,138.5 | $131,360.3 | 38.32% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 6,091 | $1.05M | $1.4M | $354,550.24 | 33.78% |
| MLK Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 8,444 | $1.83M | $1.95M | $111,568.49 | 6.08% |
| BG Bryan Gort Quest 10 Wealth Builders, Inc. | 182 | $35,242.64 | $41,951 | $6,708.36 | 19.03% |
| DM Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 16,821 | $2.79M | $3.88M | $1.08M | 38.84% |