| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 8,413 | $490,349.4 | $975,823.87 | $485,474.47 | 99.01% |
Patrick O'Connell Security Financial Services Inc. | 4,237 | $300,418.2 | $491,449.63 | $191,031.43 | 63.59% |
Ed West Values First Advisors Inc. | 3 | $352.38 | $347.97 | -$4.41 | -1.25% |
Joseph J. Costigan apricus wealth LLC | 32,763 | $1.98M | $3.8M | $1.82M | 92.01% |
Michael Byun SageView Advisory Group LLC | 96,233 | $5.65M | $11.68M | $6.04M | 106.94% |
| KB Kimberly Byrne Bill Few Associates Inc. | 63,461 | $4.1M | $7.36M | $3.26M | 79.59% |
Owen Schrum Schrum Private Wealth Management LLC | 5,547 | $338,897.22 | $673,516.74 | $334,619.52 | 98.74% |
Nichole Raftopoulos Nvest Financial LLC | 5,456 | $273,085.58 | $632,841.44 | $359,755.86 | 131.74% |
Brian Clay Clay Northam Wealth Management LLC | 3,866 | $297,811.42 | $448,417.34 | $150,605.92 | 50.57% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 21,527 | $1.07M | $2.5M | $1.42M | 132.72% |
Chad Soukup jvl associates LLC | 1,824 | $214,247.04 | $211,565.76 | -$2,681.28 | -1.25% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 152,831 | $11.12M | $17.73M | $6.61M | 59.44% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,795 | $221,161.2 | $324,192.05 | $103,030.85 | 46.59% |
David T. Morgan High Net Worth Advisory Group LLC | 13,704 | $884,562.73 | $1.59M | $704,964.23 | 79.7% |
Dan Mohr Retireful LLC | 15,868 | $1.86M | $1.84M | -$23,325.96 | -1.25% |
Jason Matthews Kfg Wealth Management LLC | 3,083 | $221,508.15 | $357,597.17 | $136,089.02 | 61.44% |
Kristen Williams Athena Investment Management | 12,650 | $665,818 | $1.54M | $871,157 | 130.84% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,999 | $123,358.29 | $231,864.01 | $108,505.72 | 87.96% |
Jaimie Palmer Beacon Capital Management LLC | 4,906 | $325,477.75 | $569,046.94 | $243,569.19 | 74.83% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 3,728 | $256,097.84 | $432,410.72 | $176,312.88 | 68.85% |