| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neisy Arnez Drucker Wealth 3.0, LLC | 1,982 | $334,748.46 | $425,198.46 | $90,450 | 27.02% |
Carmen McClennon WR Wealth Planners, LLC | 2,377 | $363,907.35 | $509,985.35 | $146,078 | 40.14% |
Craig Small Symphony Financial Services, Inc. | 1,770 | $329,368.73 | $379,780.05 | $50,411.32 | 15.31% |
Matthew Richmond Richmond Investment Services, LLC | 3,924 | $708,253.52 | $841,972.68 | $133,719.16 | 18.88% |
David A Rozenson Fairscale Capital, LLC | 557 | $95,642.5 | $119,387.38 | $23,744.88 | 24.83% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,188 | $359,444.21 | $467,050.48 | $107,606.27 | 29.94% |
Rana Choubah Meridian Financial Advisors, LLC | 20,245 | $3.13M | $4.34M | $1.21M | 38.83% |
David Van Overeem RMR Capital Management, LLC | 24,449 | $3.92M | $5.24M | $1.32M | 33.6% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 14,333 | $2.75M | $3.07M | $321,346.22 | 11.68% |
Chad Warrick Summit Wealth Partners, LLC | 6,097 | $831,482.81 | $1.31M | $476,628.54 | 57.32% |
| TAL TPG Advisors LLC TPG Advisors LLC | 16,204 | $3.03M | $3.47M | $444,187.97 | 14.66% |
Eric Schmid Ted Buchan & Co | 4,868 | $875,744.15 | $1.04M | $167,662.97 | 19.15% |
Samantha Cox Capital Investment Counsel, LLC | 1,254 | $240,186 | $267,666.3 | $27,480.3 | 11.44% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 150,973 | $27.71M | $32.36M | $4.65M | 16.79% |
David Maddux Brightwater Advisory LLC | 15,897 | $2.51M | $3.41M | $898,816.63 | 35.83% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 2,804 | $537,134 | $601,542.12 | $64,408.12 | 11.99% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 32 | $5,522.29 | $6,865.6 | $1,343.31 | 24.33% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 1,587 | $304,006 | $340,157.58 | $36,151.58 | 11.89% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 1,135 | $217,829 | $243,275.9 | $25,446.9 | 11.68% |
| EM Eric Myers Carrera Capital Advisors | 6,038 | $996,077.53 | $1.29M | $298,107.39 | 29.93% |