| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 15,004 | $2.99M | $6.7M | $3.71M | 124.03% |
Owen Schrum Schrum Private Wealth Management LLC | 2,657 | $796,720.02 | $1.14M | $347,809.3 | 43.66% |
Nichole Raftopoulos Nvest Financial LLC | 413 | $298,599 | $184,458.19 | -$114,140.81 | -38.23% |
Brian Clay Clay Northam Wealth Management LLC | 1,784 | $288,391.92 | $768,475.84 | $480,083.92 | 166.47% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 5,787 | $2.96M | $2.49M | -$470,888.13 | -15.91% |
Chad Soukup jvl associates LLC | 1,293 | $239,566.47 | $556,798.12 | $317,231.65 | 132.42% |
Taro Kuriyama Axq Capita LLP | 3,234 | $1.37M | $1.39M | $19,889.34 | 1.45% |
Thomas Mason Mason & Associates Inc. | 1,240 | $267,253.6 | $553,821.2 | $286,567.6 | 107.23% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 724 | $255,461.37 | $310,234 | $54,772.63 | 21.44% |
David T. Morgan High Net Worth Advisory Group LLC | 1,051 | $759,873 | $469,408.13 | -$290,464.87 | -38.23% |
Samuel Miller Kraft, Davis & Associates LLC | 503 | $363,669 | $224,654.89 | -$139,014.11 | -38.23% |
Katie Christensen iSAM Funds UKK) Ltd | 600 | $154,193.99 | $267,978 | $113,784.01 | 73.79% |
Randy Smith Fairway Financial LLC | 676 | $230,926 | $287,610.96 | $56,684.96 | 24.55% |
Kristen Williams Athena Investment Management | 2,236 | $302,951.7 | $998,664.68 | $695,712.98 | 229.64% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 203 | $29,925.54 | $90,665.89 | $60,740.35 | 202.97% |
Allison Brooke Blake WorthPointe LLC | 389 | $281,247 | $173,739.07 | -$107,507.93 | -38.23% |
Jaimie Palmer Beacon Capital Management LLC | 331 | $239,313 | $147,834.53 | -$91,478.47 | -38.23% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 811 | $306,163.65 | $350,120.86 | $43,957.21 | 14.36% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 6,801 | $1.33M | $3.04M | $1.71M | 128.88% |
Adam Grossman Mayport LLC | 728 | $248,823.12 | $325,146.64 | $76,323.52 | 30.67% |