| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David A Rozenson Fairscale Capital, LLC | 4,519 | $498,845.79 | $1.01M | $508,800.83 | 102% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,148 | $225,456 | $247,072.56 | $21,616.56 | 9.59% |
Rana Choubah Meridian Financial Advisors, LLC | 2,599 | $253,790.41 | $559,356.78 | $305,566.37 | 120.4% |
David Van Overeem RMR Capital Management, LLC | 13,059 | $1.1M | $2.81M | $1.71M | 155.79% |
Chad Warrick Summit Wealth Partners, LLC | 1,200 | $231,480 | $258,264 | $26,784 | 11.57% |
Alison Gould Persium Advisors, LLC | 4,702 | $552,451.2 | $1.01M | $459,513.24 | 83.18% |
Heather Fowler A4 Wealth Advisors LLC | 2,918 | $520,423.15 | $628,011.96 | $107,588.81 | 20.67% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 2,666 | $267,651.28 | $592,705.12 | $325,053.84 | 121.45% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 3,700 | $554,100 | $822,584 | $268,484 | 48.45% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 1,185 | $222,024.3 | $265,582.2 | $43,557.9 | 19.62% |
Michael Perry Albar Capital Partners LLP | 181,149 | $34.37M | $40.39M | $6.02M | 17.52% |
Laurel Steward Mattson Financial Services, LLC | 5,850 | $591,548.53 | $1.26M | $667,488.47 | 112.84% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 1,975 | $290,490.98 | $439,950.98 | $149,460 | 51.45% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 6,758 | $1M | $1.45M | $450,779.4 | 44.91% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 151 | $25,583.28 | $32,498.22 | $6,914.94 | 27.03% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 1,583 | $232,514.3 | $352,629.06 | $120,114.76 | 51.66% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 1,249 | $170,515.18 | $268,809.78 | $98,294.6 | 57.65% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 4,344 | $655,629.59 | $934,915.68 | $279,286.09 | 42.6% |
| EM Eric Myers Carrera Capital Advisors | 1,891 | $252,160.53 | $406,981.02 | $154,820.49 | 61.4% |
Gregory A. Brown Brown Financial Advisors | 2,449 | $245,837.9 | $514,975.72 | $269,137.82 | 109.48% |