| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 9,948 | $2.12M | $8.11M | $5.99M | 282.82% |
Marc H. Stone Tyler-Stone Wealth Management | 2,180 | $698,333.72 | $1.78M | $1.08M | 154.36% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 928 | $305,265.95 | $756,143.68 | $450,877.73 | 147.7% |
Missy Straw Nilsine Partners LLC | 9,750 | $2.67M | $7.94M | $5.28M | 197.74% |
Dalila Toledo Ascent Group LLC | 6,363 | $2.84M | $5.18M | $2.35M | 82.64% |
| EM Erin Mccann Simplicity Wealth LLC | 27,639 | $26.56M | $24.08M | -$2.49M | -9.36% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 1,804 | $375,871.75 | $1.47M | $1.09M | 291.07% |
Patrick O'Connell Security Financial Services Inc. | 3,500 | $815,880.5 | $2.85M | $2.04M | 249.54% |
Ed West Values First Advisors Inc. | 15 | $10,626.9 | $12,222.15 | $1,595.25 | 15.01% |
Joseph J. Costigan apricus wealth LLC | 1,420 | $335,606.56 | $1.16M | $821,423.64 | 244.76% |
Jason DeBerry BancFirst Trust & Investment Management | 733 | $780,571.71 | $597,255.73 | -$183,315.98 | -23.48% |
Michael Byun SageView Advisory Group LLC | 2,272 | $811,643.07 | $1.85M | $1.04M | 128.09% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,499 | $378,859.42 | $1.22M | $842,540.77 | 222.39% |
Nichole Raftopoulos Nvest Financial LLC | 508 | $301,543.65 | $413,923.48 | $112,379.83 | 37.27% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 869 | $324,063.07 | $708,069.89 | $384,006.82 | 118.5% |
Brian Clay Clay Northam Wealth Management LLC | 681 | $250,751.3 | $554,885.61 | $304,134.31 | 121.29% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,096 | $252,178.27 | $893,031.76 | $640,853.49 | 254.13% |
Chad Soukup jvl associates LLC | 741 | $339,117.24 | $603,774.21 | $264,656.97 | 78.04% |
James Peterson Nearwater Capital Markets Ltd. | 152,000 | $107.69M | $123.85M | $16.17M | 15.01% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 242 | $257,705.8 | $197,184.02 | -$60,521.78 | -23.48% |