| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David A Rozenson Fairscale Capital, LLC | 7,263 | $317,141.13 | $338,818.95 | $21,714.13 | 6.85% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 23,931 | $1.01M | $1.12M | $108,927.34 | 10.81% |
Rana Choubah Meridian Financial Advisors, LLC | 6,694 | $314,710.68 | $312,275.1 | -$2,402.11 | -0.76% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 7,605 | $328,155.24 | $354,773.25 | $26,656.04 | 8.12% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 9,513 | $395,651.7 | $443,781.45 | $48,177.32 | 12.18% |
Chad Warrick Summit Wealth Partners, LLC | 7,548 | $364,366.27 | $352,114.2 | -$12,214.33 | -3.35% |
| TAL TPG Advisors LLC TPG Advisors LLC | 9,705 | $398,222.3 | $452,738.25 | $54,564.47 | 13.7% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 91,833 | $4.09M | $4.28M | $194,626.32 | 4.76% |
Alison Gould Persium Advisors, LLC | 20,540 | $834,628.47 | $958,191 | $123,665.23 | 14.82% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 8,450 | $379,707.5 | $394,192.5 | $14,527.25 | 3.83% |
John Gallagher Gallagher Capital Advisors, LLC | 43,171 | $1.73M | $2.01M | $279,635.67 | 16.12% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 12,294 | $523,983.38 | $573,515.1 | $49,593.19 | 9.46% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 5,416 | $234,350.32 | $252,656.4 | $18,333.16 | 7.82% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 3,433 | $137,825.84 | $160,149.45 | $22,340.77 | 16.21% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 15,289 | $613,339.87 | $713,231.85 | $99,968.42 | 16.3% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 23,538 | $967,736.85 | $1.1M | $130,428.54 | 13.48% |
Jesper Bonnivier Avanza Fonder AB | 331,962 | $13.41M | $15.49M | $2.08M | 15.53% |
| EM Eric Myers Carrera Capital Advisors | 9,772 | $398,013.68 | $455,863.8 | $57,898.98 | 14.55% |
Barry Carpenter Cascades Capital Asset Management, LLC | 12,520 | $543,078.68 | $584,058 | $41,041.92 | 7.56% |
John Quinn Safe Harbor Fiduciary, LLC | 4,369 | $189,046.51 | $203,813.85 | $14,789.18 | 7.82% |