| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 367 | $317,256.34 | $610,161.35 | $292,905.01 | 92.32% |
Dalila Toledo Ascent Group LLC | 2,397 | $2.31M | $3.96M | $1.65M | 71.57% |
| EM Erin Mccann Simplicity Wealth LLC | 689 | $851,940.71 | $1.13M | $277,282.06 | 32.55% |
Patrick O'Connell Security Financial Services Inc. | 167 | $227,264.71 | $276,617.46 | $49,352.75 | 21.72% |
Ed West Values First Advisors Inc. | 601 | $1.2M | $998,014.59 | -$197,638.81 | -16.53% |
Michael Byun SageView Advisory Group LLC | 410 | $424,939.83 | $679,790.26 | $254,850.43 | 59.97% |
| KB Kimberly Byrne Bill Few Associates Inc. | 130 | $257,755.07 | $223,308.8 | -$34,446.27 | -13.36% |
Nichole Raftopoulos Nvest Financial LLC | 1,573 | $1.43M | $2.65M | $1.21M | 84.84% |
Taro Kuriyama Axq Capita LLP | 1,327 | $1.75M | $2.17M | $421,521.88 | 24.05% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 7,297 | $14.52M | $11.96M | -$2.55M | -17.58% |
Thomas Mason Mason & Associates Inc. | 1,447 | $983,318.48 | $2.42M | $1.44M | 146.11% |
Kristofer Gray Integrity Financial Corp. /WA | 352 | $476,967.14 | $586,903.68 | $109,936.54 | 23.05% |
Jason Matthews Kfg Wealth Management LLC | 318 | $220,210.44 | $522,003.36 | $301,792.92 | 137.05% |
Samuel Miller Kraft, Davis & Associates LLC | 323 | $275,471.05 | $540,214.27 | $264,743.22 | 96.11% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 176 | $348,185.96 | $288,907.52 | -$59,278.44 | -17.02% |
Allison Brooke Blake WorthPointe LLC | 176 | $241,826.62 | $293,098.08 | $51,271.46 | 21.2% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 210 | $311,066.39 | $347,734.8 | $36,668.41 | 11.79% |
Anthony Chaves Dilation Capital Management LP | 3,015 | $3.98M | $4.98M | $996,939.71 | 25.03% |
Bryan Kupchik Capstone Wealth Management Group LLC | 575 | $1.14M | $946,570.75 | -$197,357.22 | -17.25% |
Daniel Lavoie Walter Public Investments Inc. | 11,311 | $7.96M | $18.54M | $10.58M | 132.88% |