| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 19,832 | $958,489.47 | $1.11M | $150,615.13 | 15.71% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 43,747 | $2.26M | $2.45M | $196,755.27 | 8.72% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 4,293 | $194,563.55 | $240,579.72 | $46,016.17 | 23.65% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 39,349 | $1.95M | $2.2M | $244,130.39 | 12.49% |
Carmen McClennon WR Wealth Planners, LLC | 209 | $8,803 | $11,643.39 | $2,840.39 | 32.27% |
AMY TEH Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 9,600 | $521,848 | $538,272 | $16,424 | 3.15% |
David A Rozenson Fairscale Capital, LLC | 1,922 | $79,013.42 | $107,670.44 | $28,657.02 | 36.27% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 6,562 | $270,401.75 | $365,273.73 | $94,871.98 | 35.09% |
Rana Choubah Meridian Financial Advisors, LLC | 9,418 | $403,954.04 | $526,795.83 | $122,841.79 | 30.41% |
Samantha Cox Capital Investment Counsel, LLC | 49,462 | $2.64M | $2.77M | $125,385.97 | 4.75% |
Greg Reidy Granite FO LLC | 19,305 | $660,231 | $1.08M | $421,621.2 | 63.86% |
David Maddux Brightwater Advisory LLC | 9,349 | $351,518.07 | $520,131.61 | $168,613.54 | 47.97% |
Laurel Steward Mattson Financial Services, LLC | 27,904 | $1.5M | $1.56M | $63,377.91 | 4.22% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 4,528 | $247,999 | $253,590.64 | $5,591.64 | 2.25% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 587 | $28,370.17 | $32,660.68 | $4,290.51 | 15.12% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 75,574 | $3.72M | $4.23M | $515,419.36 | 13.86% |
Barry Carpenter Cascades Capital Asset Management, LLC | 3,270 | $175,305 | $183,218.1 | $7,913.1 | 4.51% |
Gregory A. Brown Brown Financial Advisors | 54,737 | $2.95M | $3.07M | $120,925.19 | 4.1% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 588 | $28,418 | $32,819.22 | $4,401.22 | 15.49% |
David Levy Diversified Enterprises LLC | 9,318 | $429,600.76 | $521,901.18 | $92,300.42 | 21.49% |