| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 55,050 | $6.18M | $6.12M | -$62,389.19 | -1.01% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 5,402 | $505,265.23 | $604,051.64 | $98,786.41 | 19.55% |
| JS Jeffrey Socha Entrewealth LLC | 2,985 | $277,948.78 | $331,932 | $53,983.22 | 19.42% |
| MP Marcus Pimentel SLT Holdings LLC | 3,932 | $414,026.83 | $437,238.4 | $23,211.57 | 5.61% |
Bradley Wilson Crews Bank & Trust | 16,217 | $1.48M | $1.8M | $323,540.66 | 21.86% |
| PW Potentia Wealth Potentia Wealth | 9,316 | $1.03M | $1.04M | $10,410.57 | 1.02% |
SummitTX Capital LP SummitTX Capital LP | 46,625 | $5.19M | $5.18M | -$9,791.28 | -0.19% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 78,385 | $7.75M | $8.72M | $964,526.98 | 12.44% |
Camaron Barta BXM Wealth LLC | 10,246 | $1.14M | $1.14M | -$4,745.37 | -0.41% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 2,966 | $217,001.65 | $334,149.56 | $117,147.91 | 53.98% |
| KS Katherine Simmonds Conquis Financial LLC | 1,200 | $108,645.74 | $133,440 | $24,794.26 | 22.82% |
| RN Ron New Whipplewood Advisors LLC | 177 | $21,997.55 | $19,682.4 | -$2,315.15 | -10.52% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 1,964 | $205,571.41 | $218,396.8 | $12,825.39 | 6.24% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 1,654 | $205,559 | $183,924.8 | -$21,634.2 | -10.52% |
| JB Joshalyn Baca TigerOak Management LLC | 2,627 | $272,948.86 | $292,122.4 | $19,173.54 | 7.02% |
| BFL Baring Financial LLC Baring Financial LLC | 3,034 | $291,305.47 | $337,380.8 | $46,075.33 | 15.82% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 3,638 | $374,958 | $404,545.6 | $29,587.6 | 7.89% |
Cache Advisors LLC Cache Advisors LLC | 4,890 | $544,795 | $543,768 | -$1,027 | -0.19% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 74,580 | $8.42M | $8.4M | -$12,857.12 | -0.15% |
| TM Terry McHugh McHugh Group LLC | 3,700 | $334,295 | $411,440 | $77,145 | 23.08% |