| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FGS Frederic G Sauer Orion Investment Co | 16,206 | $453,443.88 | $480,750.99 | $27,307.11 | 6.02% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 11,086 | $266,946 | $327,868.45 | $60,922.45 | 22.82% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 49,061 | $1.31M | $1.45M | $140,304.92 | 10.71% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 81,378 | $2.36M | $2.4M | $40,680.34 | 1.73% |
Greg Reidy Granite FO LLC | 21,303 | $690,382.06 | $622,260.63 | -$68,121.43 | -9.87% |
John Gallagher Gallagher Capital Advisors, LLC | 143,311 | $3.8M | $4.25M | $449,315.83 | 11.82% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 14,648 | $355,067.56 | $432,921.64 | $77,854.08 | 21.93% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 2,092 | $52,358.93 | $61,797.68 | $9,438.75 | 18.03% |
Jesper Bonnivier Avanza Fonder AB | 693,019 | $18.3M | $20.43M | $2.13M | 11.64% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 15,206 | $404,967.26 | $448,424.94 | $43,457.68 | 10.73% |
Tuomas Suomela S-Bank Fund Management Ltd | 39,521 | $951,666 | $1.17M | $217,365.18 | 22.84% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 28,698 | $782,162.9 | $848,599.86 | $66,436.96 | 8.49% |
David Levy Diversified Enterprises LLC | 31,160 | $789,665.77 | $921,089.6 | $131,423.83 | 16.64% |
Matthew Riley Hickory Point Bank & Trust | 13,900 | $368,767.34 | $409,841.5 | $41,074.16 | 11.14% |
Code Waechter LLC Code Waechter LLC | 27,966 | $696,794.96 | $829,891.05 | $133,096.09 | 19.1% |
Seneschal Advisors LLC Seneschal Advisors LLC | 97 | $2,443.36 | $2,862.47 | $419.11 | 17.15% |
Curtis Harrell Tounjian Advisory Partners LLC | 776 | $21,790.06 | $22,903.64 | $1,113.58 | 5.11% |
Bryan Buchert Kera Capital Partners Inc. | 21,323 | $530,190.94 | $629,241.73 | $99,050.79 | 18.68% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 851,894 | $22.46M | $24.88M | $2.42M | 10.78% |
William Staveacre Aster Capital Management (DIFC) Ltd. | 20,113 | $564,773.04 | $596,350.45 | $31,577.41 | 5.59% |