| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 6,562 | $270,401.75 | $373,640.28 | $103,238.53 | 38.18% |
Rana Choubah Meridian Financial Advisors, LLC | 9,418 | $403,954.04 | $536,260.92 | $132,306.88 | 32.75% |
Chad Warrick Summit Wealth Partners, LLC | 9,799 | $483,800 | $557,955.06 | $74,155.06 | 15.33% |
Greg Reidy Granite FO LLC | 19,305 | $660,231 | $1.1M | $438,995.7 | 66.49% |
David Maddux Brightwater Advisory LLC | 9,349 | $351,518.07 | $538,689.38 | $187,171.31 | 53.25% |
Laurel Steward Mattson Financial Services, LLC | 24,164 | $1.3M | $1.38M | $74,183.23 | 5.7% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 4,528 | $247,999 | $257,824.32 | $9,825.32 | 3.96% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 587 | $28,370.17 | $33,423.78 | $5,053.61 | 17.81% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 75,574 | $3.72M | $4.3M | $583,813.83 | 15.7% |
Barry Carpenter Cascades Capital Asset Management, LLC | 3,270 | $175,305 | $190,183.2 | $14,878.2 | 8.49% |
Gregory A. Brown Brown Financial Advisors | 54,737 | $2.95M | $3.19M | $245,725.55 | 8.34% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 588 | $28,418 | $33,480.72 | $5,062.72 | 17.82% |
David Levy Diversified Enterprises LLC | 9,318 | $429,600.76 | $530,566.92 | $100,966.16 | 23.5% |
Pines Wealth Management LLC Pines Wealth Management LLC | 14,670 | $710,091.14 | $835,309.8 | $125,218.66 | 17.63% |
Hamilton Capital Partners LLC Hamilton Capital Partners LLC | 9,718 | $530,444.04 | $553,342.92 | $22,898.88 | 4.32% |
Matthew Riley Hickory Point Bank & Trust | 486 | $23,993.53 | $27,672.84 | $3,679.31 | 15.33% |
Curtis Harrell Tounjian Advisory Partners LLC | 1 | $53.45 | $57.62 | $4.17 | 7.8% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 6,525 | $342,475.38 | $377,928 | $35,452.62 | 10.35% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 40,415 | $2.16M | $2.3M | $139,552.8 | 6.46% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 177,484 | $9.26M | $10.11M | $848,600.5 | 9.17% |