| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 34,091 | $15.04M | $18.05M | $3.01M | 20.03% |
| EM Erin Mccann Simplicity Wealth LLC | 16,545 | $7.89M | $8.55M | $656,761.86 | 8.32% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 28,340 | $8.56M | $14.98M | $6.41M | 74.92% |
| YH Yanjuan Huang Vienna Asset Management LLC | 14,822 | $6.66M | $7.82M | $1.16M | 17.48% |
Patrick O'Connell Security Financial Services Inc. | 2,197 | $786,826.51 | $1.17M | $380,791.11 | 48.4% |
Ed West Values First Advisors Inc. | 157 | $71,164.96 | $83,195.87 | $12,030.91 | 16.91% |
Joseph J. Costigan apricus wealth LLC | 2,331 | $873,568.94 | $1.24M | $364,681.62 | 41.75% |
Jason DeBerry BancFirst Trust & Investment Management | 1,047 | $523,908.33 | $553,276.68 | $29,368.35 | 5.61% |
Christopher Schurmann Summit Investment Advisory Services LLC | 496 | $240,975.37 | $261,888 | $20,912.63 | 8.68% |
Michael Byun SageView Advisory Group LLC | 12,467 | $5.15M | $6.59M | $1.44M | 28.01% |
Nicole Goff Retirement Solution LLC | 2,386 | $1.19M | $1.26M | $67,070.46 | 5.62% |
| KB Kimberly Byrne Bill Few Associates Inc. | 9,217 | $3.07M | $4.8M | $1.73M | 56.16% |
Nichole Raftopoulos Nvest Financial LLC | 14,567 | $5.86M | $7.73M | $1.87M | 31.9% |
Brian Clay Clay Northam Wealth Management LLC | 3,369 | $1.33M | $1.78M | $448,603.28 | 33.82% |
Chad Soukup jvl associates LLC | 1,064 | $431,059.88 | $562,324 | $131,264.12 | 30.45% |
James Peterson Nearwater Capital Markets Ltd. | 88,000 | $42.26M | $46.53M | $4.27M | 10.1% |
Taro Kuriyama Axq Capita LLP | 1,047 | $501,722.42 | $553,276.68 | $51,554.26 | 10.28% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 20,688 | $7.33M | $10.92M | $3.59M | 48.95% |
Thomas Mason Mason & Associates Inc. | 13,824 | $5.41M | $7.35M | $1.94M | 35.91% |
Kristofer Gray Integrity Financial Corp. /WA | 664 | $300,923.17 | $351,096.64 | $50,173.47 | 16.67% |