| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Mason Mason & Associates Inc. | 553 | $267,668.69 | $450,589.93 | $182,921.24 | 68.34% |
Kristofer Gray Integrity Financial Corp. /WA | 525 | $371,941.5 | $427,775.25 | $55,833.75 | 15.01% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,863 | $480,941.63 | $1.52M | $1.04M | 215.63% |
David T. Morgan High Net Worth Advisory Group LLC | 2,538 | $607,084.34 | $2.07M | $1.46M | 240.64% |
Dan Mohr Retireful LLC | 2,196 | $1.35M | $1.79M | $439,407.81 | 32.55% |
Jason Matthews Kfg Wealth Management LLC | 190 | $202,434 | $154,813.9 | -$47,620.1 | -23.52% |
Katie Christensen iSAM Funds UKK) Ltd | 468 | $268,103.22 | $381,331.08 | $113,227.86 | 42.23% |
Kristen Williams Athena Investment Management | 906 | $198,315.55 | $789,198.5 | $590,882.95 | 297.95% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,028 | $262,386.43 | $837,624.68 | $575,238.25 | 219.23% |
Allison Brooke Blake WorthPointe LLC | 191 | $203,395.9 | $155,628.71 | -$47,767.19 | -23.48% |
Jaimie Palmer Beacon Capital Management LLC | 631 | $177,651.28 | $514,145.11 | $336,493.83 | 189.41% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 678 | $254,478.59 | $552,441.18 | $297,962.59 | 117.09% |
Luther Hartwell Hodges Waycross Investment Management Co. | 250 | $266,225 | $203,702.5 | -$62,522.5 | -23.48% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,163 | $510,482.6 | $947,624.03 | $437,141.43 | 85.63% |
Adam Grossman Mayport LLC | 663 | $221,832.38 | $558,398.48 | $336,566.1 | 151.72% |
| DW Darren Woolson Asset Allocation Strategies LLC | 398 | $232,163.05 | $324,294.38 | $92,131.33 | 39.68% |
Bryan Kupchik Capstone Wealth Management Group LLC | 345 | $229,232.62 | $281,109.45 | $51,876.83 | 22.63% |
Molly Crider Walker Asset Management LLC | 466 | $224,665 | $379,701.46 | $155,036.46 | 69.01% |
Brian Levy West Wealth Group LLC | 1,070 | $512,726.93 | $932,055.62 | $419,328.69 | 81.78% |
David K. Balsdon Harvest Portfolios Group Inc. | 40,901 | $12.35M | $33.33M | $20.97M | 169.75% |