| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vickie Gutierrez American National Bank of Texas | 1,588 | $257,573.6 | $303,022.18 | $45,448.58 | 17.64% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2,073 | $199,074.12 | $385,578 | $186,503.88 | 93.69% |
United Financial Planning Group LLC United Financial Planning Group LLC | 34 | $5,453.54 | $6,414.61 | $961.07 | 17.62% |
Blalock Williams LLC Blalock Williams LLC | 4,510 | $595,291.51 | $854,509.7 | $259,218.19 | 43.54% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 160 | $29,141 | $30,531.2 | $1,390.2 | 4.77% |
| BML Berman McAleer LLC Berman McAleer LLC | 2,979 | $483,318.01 | $568,452.81 | $85,134.8 | 17.61% |
Jon Borer Capitolis Liquid Global Markets LLC | 92,410 | $15.03M | $17.63M | $2.6M | 17.29% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 8,464 | $1.37M | $1.57M | $201,443.2 | 14.67% |
Manske Wealth Management Manske Wealth Management | 6,504 | $805,557.8 | $1.24M | $435,535.55 | 54.07% |
Steve Erken Maxele Advisors LLC | 1,885 | $228,021.6 | $359,695.72 | $131,674.12 | 57.75% |
Steadtrust LLC Steadtrust LLC | 2,589 | $469,915.9 | $494,033.01 | $24,117.11 | 5.13% |
Eric C. Jansen Finivi Inc. | 15,022 | $2.18M | $2.87M | $684,039.13 | 31.34% |