| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason DeBerry BancFirst Trust & Investment Management | 427 | $308,721 | $216,775.09 | -$91,945.91 | -29.78% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 575 | $415,725 | $291,910.26 | -$123,814.74 | -29.78% |
Michael Byun SageView Advisory Group LLC | 3,739 | $635,024.22 | $2.02M | $1.38M | 217.54% |
| KB Kimberly Byrne Bill Few Associates Inc. | 19,033 | $3.94M | $9.66M | $5.72M | 145.12% |
Owen Schrum Schrum Private Wealth Management LLC | 2,657 | $796,720.02 | $1.43M | $636,200.05 | 79.85% |
Nichole Raftopoulos Nvest Financial LLC | 413 | $298,599 | $209,667.71 | -$88,931.29 | -29.78% |
Brian Clay Clay Northam Wealth Management LLC | 1,959 | $315,929.92 | $994,525.55 | $678,595.63 | 214.79% |
Chad Soukup jvl associates LLC | 1,296 | $240,115.68 | $657,940.33 | $417,824.65 | 174.01% |
James Peterson Nearwater Capital Markets Ltd. | 124,000 | $42.38M | $62.95M | $20.57M | 48.53% |
Taro Kuriyama Axq Capita LLP | 3,234 | $1.37M | $1.73M | $358,586.13 | 26.19% |
Thomas Mason Mason & Associates Inc. | 1,240 | $267,253.6 | $629,510.81 | $362,257.21 | 135.55% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 731 | $257,853.9 | $371,106.78 | $113,252.88 | 43.92% |
David T. Morgan High Net Worth Advisory Group LLC | 1,051 | $759,873 | $533,561.18 | -$226,311.82 | -29.78% |
Samuel Miller Kraft, Davis & Associates LLC | 503 | $363,669 | $255,358.02 | -$108,310.98 | -29.78% |
Katie Christensen iSAM Funds UKK) Ltd | 2,687 | $690,532.07 | $1.36M | $673,577.25 | 97.54% |
Randy Smith Fairway Financial LLC | 676 | $230,926 | $343,184.93 | $112,258.93 | 48.61% |
Kristen Williams Athena Investment Management | 2,236 | $302,951.7 | $1.19M | $891,608.92 | 294.31% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 203 | $29,925.54 | $103,057.01 | $73,131.47 | 244.38% |
Allison Brooke Blake WorthPointe LLC | 389 | $281,247 | $197,483.63 | -$83,763.37 | -29.78% |
Jaimie Palmer Beacon Capital Management LLC | 331 | $239,313 | $168,038.77 | -$71,274.23 | -29.78% |