| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 953 | $397,788 | $362,940.52 | -$34,847.48 | -8.76% |
Jane King Fairfield Financial Advisors, LTD | 1,214 | $389,361.77 | $462,339.76 | $72,977.99 | 18.74% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,931 | $693,296.1 | $735,402.04 | $42,105.94 | 6.07% |
Chad Warrick Summit Wealth Partners, LLC | 2,893 | $924,895.31 | $1.1M | $176,874.81 | 19.12% |
Eric Schmid Ted Buchan & Co | 1,673 | $362,827.65 | $637,145.32 | $274,317.67 | 75.61% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 3 | $1,334.16 | $1,142.52 | -$191.64 | -14.36% |
Samantha Cox Capital Investment Counsel, LLC | 1,124 | $499,980.51 | $428,064.16 | -$71,916.35 | -14.38% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 4,619 | $1.51M | $1.76M | $250,954.57 | 16.64% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 57,548 | $17.69M | $21.92M | $4.22M | 23.87% |
Greg Reidy Granite FO LLC | 37 | $9,680 | $14,091.08 | $4,411.08 | 45.57% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 722 | $305,476.42 | $274,966.48 | -$30,509.94 | -9.99% |
John Gallagher Gallagher Capital Advisors, LLC | 1,360 | $533,781.69 | $517,942.4 | -$15,839.29 | -2.97% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 2,419 | $684,411.45 | $921,251.96 | $236,840.51 | 34.6% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 4,139 | $1.33M | $1.58M | $247,193.45 | 18.6% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 356 | $155,434.62 | $135,579.04 | -$19,855.58 | -12.77% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 2,751 | $739,635.95 | $1.05M | $308,054.89 | 41.65% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 1,755 | $725,331.62 | $668,374.2 | -$56,957.42 | -7.85% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 3,541 | $1.4M | $1.35M | -$48,056.31 | -3.44% |
Jesper Bonnivier Avanza Fonder AB | 258,128 | $99.1M | $98.31M | -$799,417.73 | -0.81% |
| EM Eric Myers Carrera Capital Advisors | 2,331 | $869,096.32 | $887,738.04 | $18,641.72 | 2.14% |