| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 26,737 | $3.85M | $13.17M | $9.32M | 242.17% |
Robert Glass AlphaCentric Advisors LLC | 364 | $120,101.08 | $173,318.6 | $53,217.52 | 44.31% |
| YH Yanjuan Huang Vienna Asset Management LLC | 6,116 | $738,751.64 | $2.91M | $2.17M | 294.2% |
Patrick O'Connell Security Financial Services Inc. | 660 | $383,400.58 | $314,258.99 | -$69,141.59 | -18.03% |
Michael Byun SageView Advisory Group LLC | 9,794 | $1.98M | $4.74M | $2.76M | 139.63% |
| KB Kimberly Byrne Bill Few Associates Inc. | 860 | $499,582.57 | $409,488.99 | -$90,093.58 | -18.03% |
Nichole Raftopoulos Nvest Financial LLC | 1,213 | $221,545.98 | $577,569.94 | $356,023.96 | 160.7% |
Brian Clay Clay Northam Wealth Management LLC | 1,063 | $226,911.71 | $506,147.44 | $279,235.73 | 123.06% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 9,442 | $1.32M | $4.5M | $3.17M | 239.73% |
Chad Soukup jvl associates LLC | 785 | $456,014.33 | $373,777.74 | -$82,236.59 | -18.03% |
Taro Kuriyama Axq Capita LLP | 4,399 | $2.56M | $2.17M | -$388,123.68 | -15.19% |
Thomas Mason Mason & Associates Inc. | 24,403 | $3.13M | $11.62M | $8.48M | 270.66% |
Kristofer Gray Integrity Financial Corp. /WA | 787 | $457,176.15 | $374,730.04 | -$82,446.11 | -18.03% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 694 | $403,151.52 | $330,448.09 | -$72,703.43 | -18.03% |
David T. Morgan High Net Worth Advisory Group LLC | 1,935 | $465,255.15 | $921,350.23 | $456,095.08 | 98.03% |
Penny Paul Andina Capital Management LLC | 358 | $207,966 | $185,651.65 | -$22,314.35 | -10.73% |
Dan Mohr Retireful LLC | 5,487 | $2.8M | $2.61M | -$186,796.54 | -6.67% |
Jason Matthews Kfg Wealth Management LLC | 422 | $245,144 | $200,935.3 | -$44,208.7 | -18.03% |
Samuel Miller Kraft, Davis & Associates LLC | 1,209 | $177,680.74 | $575,665.34 | $397,984.6 | 223.99% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 213 | $22,769.37 | $101,419.95 | $78,650.58 | 345.42% |