| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 2,379 | $308,179.08 | $380,140.41 | $71,961.33 | 23.35% |
John Gallagher Gallagher Capital Advisors, LLC | 4,741 | $512,235.31 | $718,877.83 | $206,642.52 | 40.34% |
David Maddux Brightwater Advisory LLC | 5,640 | $565,686.99 | $862,609.86 | $296,922.87 | 52.49% |
Ben Warren Tumwater Wealth Management, LLC | 2,527 | $272,386.94 | $392,796.88 | $120,409.94 | 44.21% |
Laurel Steward Mattson Financial Services, LLC | 11,149 | $1.28M | $1.73M | $455,313.48 | 35.64% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 2,662 | $305,571.23 | $425,254.5 | $119,683.27 | 39.17% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,847 | $200,379.16 | $287,097.68 | $86,718.52 | 43.28% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 9,991 | $1.19M | $1.6M | $405,590.2 | 34.07% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 8,070 | $869,575.57 | $1.25M | $384,825.23 | 44.25% |
| EM Eric Myers Carrera Capital Advisors | 11,778 | $1.61M | $1.83M | $222,807.71 | 13.86% |
Barry Carpenter Cascades Capital Asset Management, LLC | 11,726 | $1.37M | $1.88M | $508,028.79 | 37.1% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 1,654 | $275,138.45 | $257,097.76 | -$18,040.69 | -6.56% |
Gregory A. Brown Brown Financial Advisors | 3,367 | $386,526.62 | $540,874.88 | $154,348.26 | 39.93% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 4,835 | $537,419.91 | $751,552.4 | $214,132.49 | 39.84% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 6,016 | $704,776.75 | $935,127.04 | $230,350.29 | 32.68% |
Trent White Luminvest Wealth Management LLC | 1,511 | $185,584.49 | $234,869.84 | $49,285.35 | 26.56% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 8,630 | $1.15M | $1.31M | $154,484.95 | 13.39% |
Taryn Anderson YANKCOM Partnership | 17,067 | $1.86M | $2.65M | $789,721.32 | 42.39% |
Nicholas Munoz IronOak Wealth LLC. | 6,129 | $659,278.07 | $952,691.76 | $293,413.69 | 44.51% |
David Levy Diversified Enterprises LLC | 49,464 | $5.85M | $7.69M | $1.84M | 31.43% |