| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 28,033 | $2.43M | $2.53M | $107,750.81 | 4.44% |
| TAL TPG Advisors LLC TPG Advisors LLC | 5,246 | $446,653.38 | $481,372.96 | $34,719.58 | 7.77% |
Eric Schmid Ted Buchan & Co | 107,090 | $9.29M | $9.76M | $478,178.14 | 5.15% |
Jackie Berry Hershey Financial Advisers, LLC | 15,526 | $1.32M | $1.42M | $98,294.12 | 7.44% |
Robert Roy Somnio Financial Group, LLC | 144,002 | $12.27M | $13.17M | $897,473.64 | 7.32% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 14,015 | $1.25M | $1.28M | $31,671.36 | 2.53% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,317 | $124,929.44 | $120,545.01 | -$4,384.43 | -3.51% |
| EM Eric Myers Carrera Capital Advisors | 189,317 | $18.17M | $17.48M | -$690,358.28 | -3.8% |
Teresa Coleman Creekside Partners | 33,208 | $2.79M | $3.07M | $276,322.63 | 9.9% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 509 | $45,341.79 | $46,517.51 | $1,175.72 | 2.59% |
Trent White Luminvest Wealth Management LLC | 2,487 | $220,722.06 | $228,779.13 | $8,057.07 | 3.65% |
Taryn Anderson YANKCOM Partnership | 30,487 | $2.74M | $2.79M | $49,322.8 | 1.8% |
Matthew Riley Hickory Point Bank & Trust | 1,097 | $97,304 | $100,331.62 | $3,027.62 | 3.11% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 11,018 | $912,919.02 | $1.01M | $100,626.8 | 11.02% |
Seneschal Advisors LLC Seneschal Advisors LLC | 2,886 | $257,085.58 | $263,621.67 | $6,536.09 | 2.54% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 8,156 | $730,151.32 | $748,149.88 | $17,998.56 | 2.47% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 3,319 | $296,072.39 | $303,323.41 | $7,251.02 | 2.45% |
| PPH Pure Portfolios Holdings LLC Pure Portfolios Holdings LLC | 27,318 | $2.52M | $2.49M | -$23,871.6 | -0.95% |
Five Pine Wealth Management Five Pine Wealth Management | 20,633 | $1.85M | $1.88M | $30,991.82 | 1.68% |
Millstone Evans Group LLC Millstone Evans Group LLC | 225 | $20,043 | $20,619 | $576 | 2.87% |