| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 2,377 | $363,907.35 | $509,676.34 | $145,768.99 | 40.06% |
Craig Small Symphony Financial Services, Inc. | 1,770 | $329,368.73 | $380,178.3 | $50,809.57 | 15.43% |
Matthew Richmond Richmond Investment Services, LLC | 1,481 | $276,792.12 | $319,177.71 | $42,385.59 | 15.31% |
David A Rozenson Fairscale Capital, LLC | 499 | $85,683.31 | $106,830.91 | $21,147.6 | 24.68% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,188 | $359,444.21 | $468,428.91 | $108,984.7 | 30.32% |
Rana Choubah Meridian Financial Advisors, LLC | 21,429 | $3.39M | $4.6M | $1.21M | 35.54% |
David Van Overeem RMR Capital Management, LLC | 25,080 | $4.06M | $5.38M | $1.32M | 32.6% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 3,688 | $707,800.87 | $792,920 | $85,119.13 | 12.03% |
| TAL TPG Advisors LLC TPG Advisors LLC | 18,894 | $3.6M | $4.05M | $449,872.5 | 12.51% |
Eric Schmid Ted Buchan & Co | 4,865 | $875,270.73 | $1.04M | $168,125.82 | 19.21% |
Samantha Cox Capital Investment Counsel, LLC | 1,254 | $240,186 | $268,945.38 | $28,759.38 | 11.97% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 148,683 | $27.29M | $31.81M | $4.52M | 16.57% |
David Maddux Brightwater Advisory LLC | 15,587 | $2.46M | $3.34M | $879,029.11 | 35.74% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 2,804 | $537,134 | $602,439.4 | $65,305.4 | 12.16% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 163 | $33,326.43 | $34,800.5 | $1,474.07 | 4.42% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 41,117 | $8.72M | $8.86M | $133,447.43 | 1.53% |
| EM Eric Myers Carrera Capital Advisors | 4,220 | $697,421.64 | $908,629.3 | $211,207.66 | 30.28% |
JAMES ELIOS Elios Financial Group Inc. | 3,083 | $551,256.99 | $662,783.34 | $111,526.35 | 20.23% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 9,543 | $1.74M | $2.04M | $298,573.39 | 17.12% |
Teresa Coleman Creekside Partners | 10,691 | $1.77M | $2.3M | $537,478.88 | 30.44% |