| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Goff Retirement Solution LLC | 1,107 | $379,671.4 | $376,191.81 | -$3,479.59 | -0.92% |
Nichole Raftopoulos Nvest Financial LLC | 2,040 | $640,074.96 | $689,448.6 | $49,373.64 | 7.71% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 16,513 | $1.36M | $5.69M | $4.32M | 317.42% |
Chad Soukup jvl associates LLC | 2,691 | $622,802.61 | $914,482.53 | $291,679.92 | 46.83% |
Taro Kuriyama Axq Capita LLP | 1,092 | $412,503 | $370,602.96 | -$41,900.04 | -10.16% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 1,946 | $271,518.29 | $659,421.56 | $387,903.27 | 142.86% |
Thomas Mason Mason & Associates Inc. | 9,003 | $2.09M | $3.04M | $948,750.35 | 45.43% |
Kristofer Gray Integrity Financial Corp. /WA | 2,831 | $860,789.45 | $944,789.63 | $84,000.18 | 9.76% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,499 | $258,051.01 | $852,658.8 | $594,607.79 | 230.42% |
Jesse Rodrigue Fortune 45 LLC | 2,505 | $848,523.41 | $840,527.7 | -$7,995.71 | -0.94% |
David T. Morgan High Net Worth Advisory Group LLC | 2,810 | $454,961.56 | $939,930.95 | $484,969.39 | 106.6% |
Penny Paul Andina Capital Management LLC | 1,905 | $719,644 | $646,518.9 | -$73,125.1 | -10.16% |
Jason Matthews Kfg Wealth Management LLC | 3,111 | $1.09M | $1.02M | -$67,157.44 | -6.16% |
Samuel Miller Kraft, Davis & Associates LLC | 2,176 | $521,027.47 | $734,334.72 | $213,307.25 | 40.94% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,660 | $580,210.38 | $874,475 | $294,264.62 | 50.72% |
Kristen Williams Athena Investment Management | 6,731 | $778,605.15 | $2.28M | $1.5M | 193.01% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,655 | $227,482.01 | $549,526.2 | $322,044.19 | 141.57% |
Allison Brooke Blake WorthPointe LLC | 973 | $333,792.53 | $328,406.96 | -$5,385.57 | -1.61% |
Jaimie Palmer Beacon Capital Management LLC | 4,492 | $514,967.98 | $1.52M | $1.01M | 195.58% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 5,608 | $864,513.31 | $1.93M | $1.07M | 123.32% |