| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 2,850 | $349,979.76 | $338,181 | -$11,798.76 | -3.37% |
DAVID REICHERT Atlatl Advisers LLC | 189 | $18,584 | $22,082.76 | $3,498.76 | 18.83% |
| HAS Hayley A. Snell LRI Investments, LLC | 25 | $2,827.84 | $2,921 | $93.16 | 3.29% |
Kelly Financial Services LLC Kelly Financial Services LLC | 2,215 | $314,936.33 | $258,800.6 | -$56,135.73 | -17.82% |
Michael Dziura Westfuller Advisors, LLC | 1,216 | $125,252.24 | $142,077.44 | $16,825.2 | 13.43% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 100 | $9,212 | $12,202 | $2,990 | 32.46% |
| NCG Noah C Goldberg Jain Global LLC | 7,868 | $724,800.15 | $960,053.36 | $235,253.21 | 32.46% |
Beth Steinhaus Breakwater Investment Management | 10 | $1,033.2 | $1,186.4 | $153.2 | 14.83% |
Roger Krabbe Bank & Trust Co | 5,884 | $697,606.81 | $687,486.56 | -$10,120.25 | -1.45% |
Bruce Barton Parkworth Wealth Management, Inc. | 8 | $1,137.5 | $934.72 | -$202.78 | -17.83% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 22,853 | $2.57M | $2.67M | $99,915.54 | 3.89% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,527 | $994,450.95 | $1.23M | $235,523.73 | 23.68% |
Kings Path Partners LLC Kings Path Partners LLC | 76 | $7,473 | $8,879.84 | $1,406.84 | 18.83% |
Neisy Arnez Drucker Wealth 3.0, LLC | 14,677 | $1.7M | $1.71M | $16,318.81 | 0.96% |
Carmen McClennon WR Wealth Planners, LLC | 231 | $28,583.44 | $26,990.04 | -$1,593.4 | -5.57% |
Nathan Edwards IMG Wealth Management, Inc. | 48 | $4,978.72 | $5,762.16 | $783.44 | 15.74% |
Chris Bulman Inc. Chris Bulman Inc | 2,051 | $201,775 | $239,638.84 | $37,863.84 | 18.77% |
David Van Overeem RMR Capital Management, LLC | 3,506 | $417,600 | $409,641.04 | -$7,958.96 | -1.91% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 5,008 | $728,463.37 | $585,134.72 | -$143,328.65 | -19.68% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 14 | $1,697.03 | $1,635.76 | -$61.27 | -3.61% |