| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 130 | $10,894.48 | $13,002.6 | $2,108.12 | 19.35% |
David A Rozenson Fairscale Capital, LLC | 18 | $1,603 | $1,800.36 | $197.36 | 12.31% |
Serena Grunenwald GEN Financial Management, INC. | 3,709 | $336,000.19 | $370,974.17 | $34,973.98 | 10.41% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 27,441 | $2.37M | $2.74M | $372,679.55 | 15.71% |
Chad Warrick Summit Wealth Partners, LLC | 6,508 | $577,294 | $650,930.14 | $73,636.14 | 12.76% |
| TAL TPG Advisors LLC TPG Advisors LLC | 10,817 | $913,293.79 | $1.08M | $168,622.52 | 18.46% |
Eric Schmid Ted Buchan & Co | 105,489 | $9.13M | $10.55M | $1.42M | 15.54% |
Jackie Berry Hershey Financial Advisers, LLC | 16,677 | $1.42M | $1.67M | $251,153.96 | 17.73% |
Robert Roy Somnio Financial Group, LLC | 144,002 | $12.27M | $14.4M | $2.14M | 17.4% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 14,015 | $1.25M | $1.39M | $139,727.01 | 11.18% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 289 | $25,799.65 | $28,905.78 | $3,106.13 | 12.04% |
| EM Eric Myers Carrera Capital Advisors | 8,376 | $719,926.11 | $837,767.49 | $117,841.38 | 16.37% |
Teresa Coleman Creekside Partners | 33,022 | $2.77M | $3.3M | $530,692.44 | 19.14% |
John Quinn Safe Harbor Fiduciary, LLC | 23,663 | $2.28M | $2.37M | $87,841.3 | 3.85% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 786 | $70,016.99 | $78,191.28 | $8,174.29 | 11.67% |
Trent White Luminvest Wealth Management LLC | 2,472 | $219,268 | $247,249.43 | $27,981.43 | 12.76% |
Taryn Anderson YANKCOM Partnership | 24,703 | $2.2M | $2.47M | $269,350.26 | 12.24% |
Matthew Riley Hickory Point Bank & Trust | 1,097 | $97,304 | $109,721.94 | $12,417.94 | 12.76% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 11,089 | $918,647.58 | $1.11M | $190,474.17 | 20.73% |
Seneschal Advisors LLC Seneschal Advisors LLC | 2,886 | $257,085.58 | $288,657.71 | $31,572.13 | 12.28% |