| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 2,774 | $532,066.22 | $1.08M | $547,796.5 | 102.96% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 4,344 | $450,004.03 | $1.69M | $1.24M | 275.78% |
Jonathan Straus Commons Capital LLC | 29,645 | $4.57M | $11.54M | $6.97M | 152.78% |
Stephen Dunnaway Brown Shipley& Co Ltd | 11,068 | $3.72M | $4.31M | $586,391.29 | 15.75% |
Missy Straw Nilsine Partners LLC | 71,455 | $6.7M | $27.82M | $21.12M | 315.26% |
Dalila Toledo Ascent Group LLC | 81,761 | $14.26M | $31.83M | $17.57M | 123.2% |
| EM Erin Mccann Simplicity Wealth LLC | 72,395 | $23.1M | $30.75M | $7.65M | 33.12% |
| YH Yanjuan Huang Vienna Asset Management LLC | 5,271 | $1.94M | $2.07M | $130,938.34 | 6.75% |
Patrick O'Connell Security Financial Services Inc. | 5,430 | $741,261.99 | $2.11M | $1.37M | 185.16% |
Ed West Values First Advisors Inc. | 63 | $19,499.13 | $24,524.64 | $5,025.51 | 25.77% |
Joseph J. Costigan apricus wealth LLC | 575 | $217,206.25 | $223,836 | $6,629.75 | 3.05% |
Jason DeBerry BancFirst Trust & Investment Management | 2,032 | $640,608.4 | $791,016.96 | $150,408.56 | 23.48% |
Michael Byun SageView Advisory Group LLC | 26,952 | $4.96M | $11.52M | $6.56M | 132.24% |
Nicole Goff Retirement Solution LLC | 1,107 | $379,671.4 | $467,596.8 | $87,925.4 | 23.16% |
| KB Kimberly Byrne Bill Few Associates Inc. | 536 | $202,474 | $208,654.08 | $6,180.08 | 3.05% |
Nichole Raftopoulos Nvest Financial LLC | 2,040 | $640,074.96 | $794,131.2 | $154,056.24 | 24.07% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 17,228 | $1.41M | $6.71M | $5.3M | 375.73% |
Chad Soukup jvl associates LLC | 2,594 | $588,357.91 | $1.01M | $421,434.41 | 71.63% |
Taro Kuriyama Axq Capita LLP | 1,092 | $412,503 | $463,794.24 | $51,291.24 | 12.43% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 1,946 | $271,518.29 | $757,538.88 | $486,020.59 | 179% |