| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 3,400 | $306,000 | $343,026 | $37,026 | 12.1% |
| ML Maseco LLP Maseco LLP | 23,159 | $2.08M | $2.34M | $252,411.9 | 12.11% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 13,204 | $1.06M | $1.33M | $267,172.41 | 25.09% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 2,178 | $205,255 | $219,738.42 | $14,483.42 | 7.06% |
| CTC Caldwell Trust Co Caldwell Trust Co | 109 | $7,399 | $10,997.01 | $3,598.01 | 48.63% |
Michael Behner Nautilus Advisors LLC | 3,179 | $319,687 | $320,729.31 | $1,042.31 | 0.33% |
Bonnie Courtney Cambridge Financial Group LLC | 29,688 | $2.09M | $3M | $909,923.06 | 43.64% |
Vickie Gutierrez American National Bank of Texas | 12,301 | $1.05M | $1.24M | $192,962.09 | 18.41% |
Invested Advisors Invested Advisors | 4,377 | $393,954.78 | $441,595.53 | $47,640.75 | 12.09% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 6,658 | $563,799.13 | $671,725.62 | $107,926.49 | 19.14% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,250 | $114,772 | $126,112.5 | $11,340.5 | 9.88% |