| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 23,330 | $1.16M | $1.37M | $210,840.74 | 18.22% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 435 | $19,157 | $25,160.4 | $6,003.4 | 31.34% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 87,153 | $4.23M | $5.13M | $905,440.75 | 21.42% |
| EM Eric Myers Carrera Capital Advisors | 13,642 | $609,496 | $789,053.28 | $179,557.28 | 29.46% |
JAMES ELIOS Elios Financial Group Inc. | 24,783 | $1.15M | $1.46M | $313,000.77 | 27.3% |
Teresa Coleman Creekside Partners | 69,646 | $3.14M | $4.1M | $959,919.11 | 30.56% |
Trent White Luminvest Wealth Management LLC | 9,937 | $534,235.05 | $585,090.56 | $50,855.51 | 9.52% |
Level Wealth Management LLC Level Wealth Management LLC | 138,835 | $6.36M | $8.17M | $1.82M | 28.55% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 10,256 | $491,198.19 | $601,514.4 | $110,316.21 | 22.46% |
Taryn Anderson YANKCOM Partnership | 91,852 | $4.24M | $5.41M | $1.16M | 27.4% |
David Levy Diversified Enterprises LLC | 44,784 | $2.2M | $2.59M | $393,643.64 | 17.92% |
Matthew Riley Hickory Point Bank & Trust | 21,994 | $989,999.42 | $1.27M | $282,133.54 | 28.5% |
| AJP Andrew J. Pulsfort Wealth Advisory Team LLC | 95,703 | $4.75M | $5.63M | $880,847.11 | 18.53% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 9,957 | $480,368.36 | $586,268.16 | $105,899.8 | 22.05% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 108,318 | $4.59M | $6.38M | $1.79M | 38.94% |
Seneschal Advisors LLC Seneschal Advisors LLC | 4,472 | $196,955.99 | $258,660.48 | $61,704.49 | 31.33% |
Jared Machen BWM Planning LLC | 7,607 | $408,954 | $447,900.16 | $38,946.16 | 9.52% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 21,442 | $1.16M | $1.24M | $81,255.28 | 7.01% |
Eric Seger Integrated Capital Management LLC | 62,697 | $3.01M | $3.69M | $679,201.91 | 22.55% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 265,869 | $11.85M | $15.66M | $3.8M | 32.1% |