| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason DeBerry BancFirst Trust & Investment Management | 733 | $780,571.71 | $532,861.68 | -$247,710.03 | -31.73% |
Michael Byun SageView Advisory Group LLC | 2,196 | $853,699.59 | $1.64M | $791,060.45 | 92.66% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,430 | $364,594.36 | $1.07M | $706,447.01 | 193.76% |
Nichole Raftopoulos Nvest Financial LLC | 508 | $301,543.65 | $380,481.83 | $78,938.18 | 26.18% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 869 | $324,063.07 | $632,797.11 | $308,734.04 | 95.27% |
Brian Clay Clay Northam Wealth Management LLC | 681 | $250,751.3 | $503,136.42 | $252,385.12 | 100.65% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,096 | $252,178.27 | $806,261.45 | $554,083.18 | 219.72% |
Chad Soukup jvl associates LLC | 724 | $332,517.67 | $527,759.8 | $195,242.13 | 58.72% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 242 | $257,705.8 | $176,369.6 | -$81,336.2 | -31.56% |
Thomas Mason Mason & Associates Inc. | 553 | $267,668.69 | $414,185.94 | $146,517.25 | 54.74% |
Kristofer Gray Integrity Financial Corp. /WA | 525 | $371,941.5 | $393,214.49 | $21,272.99 | 5.72% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,775 | $462,748.51 | $1.3M | $834,882.99 | 180.42% |
David T. Morgan High Net Worth Advisory Group LLC | 2,538 | $607,084.34 | $1.9M | $1.29M | 213.12% |
Dan Mohr Retireful LLC | 532 | $396,659.27 | $387,335.9 | -$9,323.37 | -2.35% |
Jason Matthews Kfg Wealth Management LLC | 190 | $202,434 | $142,306.2 | -$60,127.8 | -29.7% |
Katie Christensen iSAM Funds UKK) Ltd | 800 | $621,650.02 | $599,183.98 | -$22,466.04 | -3.61% |
Kristen Williams Athena Investment Management | 906 | $198,315.55 | $678,575.88 | $480,260.33 | 242.17% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,028 | $262,386.43 | $769,951.42 | $507,564.99 | 193.44% |
Allison Brooke Blake WorthPointe LLC | 191 | $203,395.9 | $143,055.18 | -$60,340.72 | -29.67% |
Jaimie Palmer Beacon Capital Management LLC | 631 | $177,651.28 | $472,606.37 | $294,955.09 | 166.03% |