| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 918 | $534,839.03 | $555,876.57 | $21,037.54 | 3.93% |
Nichole Raftopoulos Nvest Financial LLC | 1,213 | $221,545.98 | $692,404.67 | $470,858.69 | 212.53% |
Brian Clay Clay Northam Wealth Management LLC | 1,035 | $224,215.98 | $585,147.6 | $360,931.62 | 160.97% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 9,442 | $1.32M | $5.72M | $4.39M | 332.05% |
Chad Soukup jvl associates LLC | 886 | $517,409.2 | $490,463.02 | -$26,946.18 | -5.21% |
James Peterson Nearwater Capital Markets Ltd. | 388,000 | $225.39M | $218.13M | -$7.26M | -3.22% |
Taro Kuriyama Axq Capita LLP | 4,399 | $2.56M | $2.41M | -$142,791.45 | -5.59% |
Thomas Mason Mason & Associates Inc. | 24,403 | $3.13M | $13.93M | $10.79M | 344.35% |
Kristofer Gray Integrity Financial Corp. /WA | 787 | $457,176.15 | $476,552.13 | $19,375.98 | 4.24% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 676 | $392,695.14 | $376,626.64 | -$16,068.5 | -4.09% |
David T. Morgan High Net Worth Advisory Group LLC | 1,935 | $465,255.15 | $1.1M | $639,281.57 | 137.4% |
Penny Paul Andina Capital Management LLC | 358 | $207,966 | $196,345.1 | -$11,620.9 | -5.59% |
Jason Matthews Kfg Wealth Management LLC | 422 | $245,144 | $255,533.67 | $10,389.67 | 4.24% |
Samuel Miller Kraft, Davis & Associates LLC | 1,209 | $177,680.74 | $690,121.39 | $512,440.65 | 288.41% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 213 | $22,769.37 | $121,584.66 | $98,815.29 | 433.98% |
Allison Brooke Blake WorthPointe LLC | 629 | $365,392.37 | $359,045.78 | -$6,346.59 | -1.74% |
Jaimie Palmer Beacon Capital Management LLC | 3,664 | $380,750.02 | $2.22M | $1.84M | 482.71% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,692 | $469,555.8 | $957,350.52 | $487,794.72 | 103.88% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,964 | $629,938.88 | $1.79M | $1.16M | 184.92% |
Adam Grossman Mayport LLC | 570 | $331,118.68 | $325,367.41 | -$5,751.27 | -1.74% |