| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 143,609 | $9.15M | $15.62M | $6.47M | 70.74% |
| EM Erin Mccann Simplicity Wealth LLC | 95,826 | $7.82M | $10.45M | $2.63M | 33.7% |
Robert Glass AlphaCentric Advisors LLC | 3,628 | $288,066.02 | $417,473.96 | $129,407.94 | 44.92% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 8,413 | $490,349.4 | $915,502.66 | $425,153.26 | 86.7% |
| YH Yanjuan Huang Vienna Asset Management LLC | 2,369 | $278,262.74 | $258,877.45 | -$19,385.29 | -6.97% |
Patrick O'Connell Security Financial Services Inc. | 4,237 | $300,418.2 | $487,551.59 | $187,133.39 | 62.29% |
Ed West Values First Advisors Inc. | 3 | $352.38 | $345.21 | -$7.17 | -2.03% |
Joseph J. Costigan apricus wealth LLC | 32,763 | $1.98M | $3.72M | $1.74M | 88.12% |
Michael Byun SageView Advisory Group LLC | 96,233 | $5.65M | $10.94M | $5.29M | 93.68% |
Nicole Goff Retirement Solution LLC | 2,382 | $279,789.72 | $261,400.68 | -$18,389.04 | -6.57% |
| KB Kimberly Byrne Bill Few Associates Inc. | 62,661 | $4.05M | $7.21M | $3.16M | 78.13% |
Owen Schrum Schrum Private Wealth Management LLC | 5,547 | $338,897.22 | $607,757.05 | $268,859.83 | 79.33% |
Nichole Raftopoulos Nvest Financial LLC | 5,456 | $273,085.58 | $620,019.84 | $346,934.26 | 127.04% |
Brian Clay Clay Northam Wealth Management LLC | 3,852 | $296,733 | $422,044.38 | $125,311.38 | 42.23% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 16,954 | $831,515.3 | $1.86M | $1.03M | 123.98% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 152,831 | $11.12M | $16.68M | $5.57M | 50.07% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,704 | $214,151.47 | $295,817.6 | $81,666.13 | 38.13% |
David T. Morgan High Net Worth Advisory Group LLC | 13,704 | $884,562.73 | $1.58M | $692,356.55 | 78.27% |
Dan Mohr Retireful LLC | 3,046 | $357,783.16 | $331,831.24 | -$25,951.92 | -7.25% |
Jason Matthews Kfg Wealth Management LLC | 3,083 | $221,508.15 | $354,760.81 | $133,252.66 | 60.16% |