| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph J. Costigan apricus wealth LLC | 12,604 | $2.98M | $4.85M | $1.87M | 62.73% |
Michael Byun SageView Advisory Group LLC | 4,580 | $1.27M | $1.88M | $614,459.54 | 48.47% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,180 | $560,231.96 | $839,648.8 | $279,416.84 | 49.88% |
Owen Schrum Schrum Private Wealth Management LLC | 810 | $293,317.2 | $332,893.81 | $39,576.61 | 13.49% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 4,108 | $956,960.56 | $1.58M | $625,276.72 | 65.34% |
Taro Kuriyama Axq Capita LLP | 569 | $206,046 | $221,921.37 | $15,875.37 | 7.7% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 24,058 | $6.13M | $9.27M | $3.13M | 51.09% |
Thomas Mason Mason & Associates Inc. | 2,352 | $641,282.53 | $905,896.32 | $264,613.79 | 41.26% |
David T. Morgan High Net Worth Advisory Group LLC | 15,151 | $3.51M | $5.84M | $2.33M | 66.41% |
Jason Matthews Kfg Wealth Management LLC | 4,837 | $1.35M | $1.86M | $512,429.7 | 37.94% |
Kristen Williams Athena Investment Management | 2,236 | $546,595.19 | $872,084.7 | $325,489.51 | 59.55% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,184 | $362,007.21 | $456,029.44 | $94,022.23 | 25.97% |
Jaimie Palmer Beacon Capital Management LLC | 1,134 | $331,112.57 | $436,771.44 | $105,658.87 | 31.91% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,050 | $922,430.44 | $1.17M | $252,307.56 | 27.35% |
Adam Grossman Mayport LLC | 574 | $207,856.88 | $235,902.53 | $28,045.65 | 13.49% |
Bryan Kupchik Capstone Wealth Management Group LLC | 642 | $210,370.42 | $247,272.72 | $36,902.3 | 17.54% |
Molly Crider Walker Asset Management LLC | 1,411 | $409,271.6 | $543,460.76 | $134,189.16 | 32.79% |
Brian Levy West Wealth Group LLC | 699 | $231,037.53 | $272,623.97 | $41,586.44 | 18% |
David K. Balsdon Harvest Portfolios Group Inc. | 208,180 | $54.38M | $86.64M | $32.27M | 59.34% |
| CMD Chris M. Denholm Objective Capital Management LLC | 562 | $203,511.44 | $216,459.92 | $12,948.48 | 6.36% |