| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 15,901 | $1.83M | $2.43M | $599,060.37 | 32.75% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 3,531 | $354,346.21 | $539,219.01 | $184,872.84 | 52.17% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 2,717 | $315,261.39 | $414,913.07 | $99,651.7 | 31.61% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 16,004 | $1.84M | $2.44M | $599,473.36 | 32.5% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 3,021 | $346,006.85 | $461,336.91 | $115,330.09 | 33.33% |
Chad Warrick Summit Wealth Partners, LLC | 1,978 | $169,292.88 | $302,060.38 | $132,767.52 | 78.42% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 7,760 | $931,993.91 | $1.19M | $253,035.77 | 27.15% |
Samantha Cox Capital Investment Counsel, LLC | 61,857 | $7.13M | $9.45M | $2.31M | 32.44% |
Alison Gould Persium Advisors, LLC | 7,228 | $793,055.46 | $1.1M | $310,732.49 | 39.18% |
| LIL Lifewealth Investments LLC LifeWealth Investments, LLC | 3,299 | $367,872.25 | $503,790.29 | $135,918.07 | 36.95% |
| FGS Frederic G Sauer Orion Investment Co | 84,752 | $9.74M | $12.94M | $3.2M | 32.81% |
Heather Fowler A4 Wealth Advisors LLC | 1,399 | $157,749 | $213,641.29 | $55,892.3 | 35.43% |
Greg Reidy Granite FO LLC | 278 | $30,485.48 | $42,453.38 | $11,967.9 | 39.26% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 2,352 | $304,487.64 | $359,173.92 | $54,686.3 | 17.96% |
John Gallagher Gallagher Capital Advisors, LLC | 4,816 | $519,369.9 | $735,451.36 | $216,081.51 | 41.6% |
David Maddux Brightwater Advisory LLC | 5,640 | $565,686.99 | $861,284.4 | $295,597.47 | 52.25% |
Ben Warren Tumwater Wealth Management, LLC | 2,522 | $271,703.41 | $385,134.62 | $113,431.23 | 41.75% |
Laurel Steward Mattson Financial Services, LLC | 11,149 | $1.28M | $1.7M | $424,876.82 | 33.25% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 3,252 | $373,492.09 | $496,612.92 | $123,120.86 | 32.96% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,803 | $194,363.48 | $275,336.13 | $80,972.67 | 41.66% |