| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Yarger Yarger Wealth Strategies LLC | 1,843 | $216,239.19 | $206,803.03 | -$9,436.16 | -4.36% |
Clint Dunn Beaird Harris Wealth Management LLC | 4,122 | $381,685.68 | $455,872.59 | $74,186.91 | 19.44% |
Kathryn Brown Morton Brown Family Wealth LLC | 28 | $2,478 | $3,104.92 | $626.92 | 25.3% |
W. Travis McKinney HB Wealth Management LLC | 8,666 | $760,593.62 | $965,132.42 | $204,538.8 | 26.89% |
Mark Vicencio Lowery Thomas LLC | 2,040 | $239,353.2 | $226,011.6 | -$13,341.6 | -5.57% |
Anu Prabhu Altrius Capital Management Inc. | 2,185 | $222,348.67 | $242,349.27 | $20,000.6 | 9% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 2,058 | $201,190 | $228,510.03 | $27,320.03 | 13.58% |
Amy Ardeel Icon Wealth Advisors LLC | 4,438 | $410,337.48 | $492,129.82 | $81,792.34 | 19.93% |
Jeffrey Hanson Breakwater Capital Group | 2,228 | $218,955.02 | $247,096.34 | $28,141.32 | 12.85% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 519 | $61,795.66 | $57,474.06 | -$4,321.6 | -6.99% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,986 | $330,159.75 | $441,628.87 | $111,469.12 | 33.76% |
Jeffrey Steele Silverlake Wealth Management LLC | 34,908 | $3.32M | $3.87M | $555,981.21 | 16.77% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 1,881 | $220,697.73 | $208,405.39 | -$12,292.34 | -5.57% |
| PIL PFG Investments LLC PFG Investments LLC | 5,020 | $589,040 | $557,395.7 | -$31,644.3 | -5.37% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 357 | $36,275 | $39,942.94 | $3,667.94 | 10.11% |
Courtney Holt Compound Planning, Inc. | 1,912 | $224,290 | $212,088.6 | -$12,201.4 | -5.44% |
John Shanley Aspect Partners, LLC | 1,600 | $141,600 | $177,352 | $35,752 | 25.25% |
Derrick Dagnan Employees' Retirement Fund of the City of Fort Worth | 6,593 | $670,771.67 | $728,955.04 | $58,183.37 | 8.67% |
Alisha Arvold Christopher J. Hasenberg, Inc | 20 | $1,768 | $2,229.3 | $461.3 | 26.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,152 | $468,255.79 | $566,153.28 | $97,897.49 | 20.91% |