| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 4,614 | $888,830.62 | $1.62M | $734,190.02 | 82.6% |
| KB Kimberly Byrne Bill Few Associates Inc. | 16,160 | $2.68M | $5.68M | $3M | 112% |
| NR Nichole Raftopoulos Nvest Financial LLC | 739 | $273,325.58 | $259,898.91 | -$13,426.67 | -4.91% |
| TK Taro Kuriyama Axq Capita LLP | 5,149 | $1.56M | $1.81M | $253,742.24 | 16.29% |
Katie Christensen iSAM Funds UKK) Ltd | 2,797 | $1.03M | $983,872.72 | -$50,877.48 | -4.92% |
Kristen Williams Athena Investment Management | 1,871 | $297,925.25 | $658,142.96 | $360,217.71 | 120.91% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 535 | $158,849.22 | $188,386.87 | $29,537.65 | 18.59% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 982 | $266,318.4 | $345,786.75 | $79,468.35 | 29.84% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,974 | $1.16M | $2.1M | $940,845.7 | 80.92% |
Adam Grossman Mayport LLC | 1,035 | $382,898.25 | $364,449.37 | -$18,448.88 | -4.82% |
| MC Molly Crider Walker Asset Management LLC | 1,571 | $304,630.97 | $553,188.37 | $248,557.4 | 81.59% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 2,615 | $497,383.63 | $920,806.87 | $423,423.24 | 85.13% |
Mark Astrinos Libra Wealth LLC | 1,255 | $236,428.1 | $441,916.87 | $205,488.77 | 86.91% |
Christopher M. Marks Sterling Investment Counsel LLC | 902 | $299,608.32 | $317,440.86 | $17,832.54 | 5.95% |
| MT Michael Topley Lansing Street Advisors | 2,137 | $741,532.46 | $752,491.12 | $10,958.66 | 1.48% |
Mark Fiskio Empirical Asset Management LLC | 2,257 | $834,977.15 | $794,746.12 | -$40,231.03 | -4.82% |
| TG Timothy Gerlach Novem Group | 3,092 | $1.14M | $1.09M | -$55,024.04 | -4.81% |
Daniel Ronan Catalyst Financial Partners LLC | 3,048 | $631,566.71 | $1.07M | $441,710.29 | 69.94% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,890 | $4.19M | $8.84M | $4.66M | 111.17% |
| LV Leah Vaden Redwood Financial Network Corp. | 935 | $295,253.93 | $329,236.87 | $33,982.94 | 11.51% |