| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 19,569 | $3.17M | $3.85M | $684,188 | 21.6% |
Dalila Toledo Ascent Group LLC | 56,784 | $8.28M | $11.18M | $2.89M | 34.91% |
| EM Erin Mccann Simplicity Wealth LLC | 82,222 | $14.42M | $15.5M | $1.08M | 7.47% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 2,004 | $243,933.72 | $394,447.32 | $150,513.6 | 61.7% |
Joseph J. Costigan apricus wealth LLC | 35,056 | $4.81M | $6.9M | $2.09M | 43.46% |
Jason DeBerry BancFirst Trust & Investment Management | 2,849 | $450,565.89 | $560,768.67 | $110,202.78 | 24.46% |
Michael Byun SageView Advisory Group LLC | 17,713 | $2.75M | $3.3M | $553,746.85 | 20.13% |
| KB Kimberly Byrne Bill Few Associates Inc. | 29,655 | $3.74M | $5.84M | $2.1M | 56.11% |
Owen Schrum Schrum Private Wealth Management LLC | 7,295 | $1.1M | $1.36M | $263,197.42 | 23.98% |
Nichole Raftopoulos Nvest Financial LLC | 2,266 | $357,254.56 | $446,016.78 | $88,762.22 | 24.85% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 10,589 | $1.42M | $2.08M | $663,637.01 | 46.72% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 123,205 | $19.73M | $24.25M | $4.52M | 22.9% |
Thomas Mason Mason & Associates Inc. | 2,229 | $353,451.33 | $438,823.23 | $85,371.9 | 24.15% |
Kristofer Gray Integrity Financial Corp. /WA | 3,706 | $635,296.52 | $729,451.98 | $94,155.46 | 14.82% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 3,502 | $505,239.8 | $689,298.66 | $184,058.86 | 36.43% |
Jesse Rodrigue Fortune 45 LLC | 1,638 | $266,539.48 | $311,875.18 | $45,335.7 | 17.01% |
David T. Morgan High Net Worth Advisory Group LLC | 9,475 | $1.39M | $1.86M | $473,838.98 | 34.06% |
Jason Matthews Kfg Wealth Management LLC | 1,728 | $302,357.41 | $340,122.24 | $37,764.83 | 12.49% |
Samuel Miller Kraft, Davis & Associates LLC | 2,252 | $343,728.47 | $443,261.16 | $99,532.69 | 28.96% |
Kristen Williams Athena Investment Management | 8,789 | $1.41M | $1.66M | $246,993.91 | 17.52% |