| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Straus Commons Capital LLC | 2,920 | $1.85M | $2.78M | $924,548.99 | 49.84% |
Stephen Dunnaway Brown Shipley& Co Ltd | 25 | $13,834.26 | $23,797.25 | $9,962.99 | 72.02% |
Missy Straw Nilsine Partners LLC | 16,671 | $10.41M | $15.87M | $5.46M | 52.44% |
Dalila Toledo Ascent Group LLC | 15,624 | $11.14M | $14.87M | $3.73M | 33.54% |
| EM Erin Mccann Simplicity Wealth LLC | 24,449 | $23.22M | $23.17M | -$43,583.46 | -0.19% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 12,875 | $7.35M | $12.26M | $4.9M | 66.64% |
Michael Byun SageView Advisory Group LLC | 4,819 | $2.97M | $4.57M | $1.6M | 53.8% |
Nicole Goff Retirement Solution LLC | 1,601 | $1.48M | $1.52M | $47,294.39 | 3.2% |
| KB Kimberly Byrne Bill Few Associates Inc. | 838 | $553,546.96 | $797,683.83 | $244,136.87 | 44.1% |
Nichole Raftopoulos Nvest Financial LLC | 3,814 | $3.15M | $3.63M | $483,440.6 | 15.36% |
Brian Clay Clay Northam Wealth Management LLC | 507 | $296,983.13 | $482,608.24 | $185,625.11 | 62.5% |
Chad Soukup jvl associates LLC | 276 | $258,189.71 | $262,721.64 | $4,531.93 | 1.76% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 19,453 | $11.38M | $18.52M | $7.13M | 62.67% |
Thomas Mason Mason & Associates Inc. | 1,014 | $766,587.78 | $965,216.47 | $198,628.69 | 25.91% |
Kristofer Gray Integrity Financial Corp. /WA | 837 | $616,027.62 | $796,731.94 | $180,704.32 | 29.33% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 306 | $172,431.89 | $291,278.34 | $118,846.45 | 68.92% |
Jesse Rodrigue Fortune 45 LLC | 342 | $323,300.25 | $324,164.69 | $864.44 | 0.27% |
David T. Morgan High Net Worth Advisory Group LLC | 2,592 | $1.46M | $2.47M | $1.01M | 69.32% |
Jason Matthews Kfg Wealth Management LLC | 614 | $359,949.94 | $584,460.47 | $224,510.53 | 62.37% |
Katie Christensen iSAM Funds UKK) Ltd | 319 | $317,861 | $303,652.91 | -$14,208.09 | -4.47% |