| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 1,806 | $247,160.94 | $257,427.24 | $10,266.3 | 4.15% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 13,358 | $1.76M | $1.9M | $140,259.19 | 7.95% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 136 | $20,563.76 | $19,385.44 | -$1,178.32 | -5.73% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 4,166 | $631,037.53 | $593,821.64 | -$37,215.89 | -5.9% |
Jesper Bonnivier Avanza Fonder AB | 158,084 | $23.7M | $22.53M | -$1.17M | -4.94% |
Barry Carpenter Cascades Capital Asset Management, LLC | 2,217 | $376,996.98 | $316,011.18 | -$60,985.8 | -16.18% |
| HOW Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 9,813 | $1.43M | $1.4M | -$32,960.83 | -2.3% |
Teresa Coleman Creekside Partners | 2,863 | $472,251.1 | $408,092.02 | -$64,159.08 | -13.59% |
| NWM Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 17,997 | $2.89M | $2.57M | -$328,748.13 | -11.36% |
John Quinn Safe Harbor Fiduciary, LLC | 1,474 | $244,153.91 | $210,103.96 | -$34,049.95 | -13.95% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 3,226 | $489,322.51 | $459,834.04 | -$29,488.47 | -6.03% |
| LWM Level Wealth Management LLC Level Wealth Management LLC | 1,393 | $201,905 | $198,558.22 | -$3,346.78 | -1.66% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 9,599 | $1.54M | $1.37M | -$176,455.92 | -11.42% |
Taryn Anderson YANKCOM Partnership | 9,251 | $1.4M | $1.32M | -$80,673.68 | -5.76% |
| DL David Levy Diversified Enterprises LLC | 13,347 | $2.12M | $1.9M | -$212,798.93 | -10.06% |
| PWM Pines Wealth Management LLC Pines Wealth Management LLC | 3,870 | $550,164.01 | $551,629.8 | $1,465.79 | 0.27% |
| MR Matthew Riley Hickory Point Bank & Trust | 3,366 | $507,540.78 | $479,789.64 | -$27,751.14 | -5.47% |
| CWL Code Waechter LLC Code Waechter LLC | 3,709 | $599,688.24 | $528,680.86 | -$71,007.38 | -11.84% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 3,059 | $465,342.11 | $436,029.86 | -$29,312.25 | -6.3% |
| JM Jared Machen BWM Planning LLC | 3,511 | $592,868.7 | $500,457.94 | -$92,410.76 | -15.59% |