| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandt Sakakeeny Rockingstone Advisors LLC | 46,138 | $1.79M | $2.6M | $802,877.46 | 44.76% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 18,952 | $919,847.62 | $1.07M | $151,793.22 | 16.5% |
Kara Lilian Lynx Investment Advisory | 17,996 | $896,380.93 | $1.02M | $121,202.89 | 13.52% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 19,832 | $958,489.47 | $1.12M | $162,910.97 | 17% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 30,748 | $1.56M | $1.74M | $176,217.32 | 11.28% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 4,293 | $194,563.55 | $242,747.68 | $48,184.13 | 24.77% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 52,988 | $2.69M | $3M | $310,608.12 | 11.57% |
Carmen McClennon WR Wealth Planners, LLC | 209 | $8,803 | $11,822.08 | $3,019.08 | 34.3% |
Matthew Richmond Richmond Investment Services, LLC | 8,823 | $465,890.05 | $498,808.3 | $32,918.25 | 7.07% |
AMY TEH Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,200 | $339,574 | $350,579 | $11,005 | 3.24% |
David A Rozenson Fairscale Capital, LLC | 1,922 | $79,013.42 | $108,684.49 | $29,671.07 | 37.55% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 6,608 | $272,292.81 | $371,898.24 | $99,605.43 | 36.58% |
Rana Choubah Meridian Financial Advisors, LLC | 9,625 | $411,737.85 | $544,270.65 | $132,532.8 | 32.19% |
Chad Warrick Summit Wealth Partners, LLC | 9,799 | $483,800 | $554,280.43 | $70,480.43 | 14.57% |
Samantha Cox Capital Investment Counsel, LLC | 58,936 | $2.74M | $3.31M | $570,028.27 | 20.8% |
Heather Fowler A4 Wealth Advisors LLC | 5,266 | $283,679.5 | $297,779.66 | $14,100.16 | 4.97% |
Greg Reidy Granite FO LLC | 19,305 | $660,231 | $1.08M | $424,323.9 | 64.27% |
David Maddux Brightwater Advisory LLC | 11,286 | $424,348.38 | $638,110.44 | $213,762.06 | 50.37% |
Laurel Steward Mattson Financial Services, LLC | 24,164 | $1.3M | $1.37M | $65,121.73 | 5% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 4,528 | $247,999 | $255,832 | $7,833 | 3.16% |