| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derrick Dagnan Employees' Retirement Fund of the City of Fort Worth | 126,000 | $7.8M | $9.19M | $1.39M | 17.78% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 445,636 | $24.09M | $31.47M | $7.38M | 30.62% |
Michael Ryan Michael S. Ryan, Inc. | 311,245 | $14.38M | $21.98M | $7.6M | 52.83% |
Nancy Smetek Arcataur Capital Management LLC | 321,096 | $15.31M | $22.68M | $7.36M | 48.07% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 116,665 | $6.24M | $8.24M | $2M | 31.96% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 3,567 | $203,385.22 | $251,901.54 | $48,516.32 | 23.85% |
Carrie Miller Trellis Wealth Advisors LLC | 8,715 | $558,458 | $615,453.3 | $56,995.3 | 10.21% |
Jeremy Sorci Premier Financial Group | 1,206 | $72,124.87 | $85,167.72 | $13,042.85 | 18.08% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 5,113 | $271,109.67 | $361,080.06 | $89,970.39 | 33.19% |
Annmarie Young KPP Advisory Services LLC | 9,489 | $497,189.68 | $670,113.18 | $172,923.5 | 34.78% |
Lars Phillips RAM Investment Partners, LLC | 16,804 | $877,317.65 | $1.19M | $309,380.83 | 35.26% |
Thomas Healy PFW Advisors LLC | 188,437 | $8.5M | $13.31M | $4.81M | 56.55% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,162 | $59,274 | $82,060.44 | $22,786.44 | 38.44% |
Thomas Dobbins New Republic Capital, LLC | 26,419 | $1.45M | $1.93M | $484,503.67 | 33.52% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 25,658 | $1.32M | $1.81M | $487,541.23 | 36.81% |
John Hayes LongView Wealth Management | 35,879 | $1.74M | $2.53M | $797,635.52 | 45.94% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 48,281 | $2.36M | $3.41M | $1.05M | 44.34% |
Andrew Halac Talon Private Wealth, LLC | 139,080 | $7.11M | $9.82M | $2.71M | 38.17% |
Norden Group LLC NORDEN GROUP LLC | 3,450 | $245,813 | $243,639 | -$2,174 | -0.88% |
Andrew Parsons Corrigan Financial, Inc. | 152,874 | $7.24M | $10.8M | $3.56M | 49.2% |