| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 1,230 | $467,271.42 | $728,984.08 | $261,712.66 | 56.01% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 432 | $201,223.97 | $256,033.43 | $54,809.46 | 27.24% |
Missy Straw Nilsine Partners LLC | 2,209 | $972,616.69 | $1.31M | $336,591.3 | 34.61% |
Dalila Toledo Ascent Group LLC | 4,214 | $1.85M | $2.5M | $651,352.78 | 35.28% |
| EM Erin Mccann Simplicity Wealth LLC | 12,797 | $7.86M | $7.87M | $12,751.72 | 0.16% |
Jason DeBerry BancFirst Trust & Investment Management | 479 | $303,844.08 | $283,888.92 | -$19,955.16 | -6.57% |
Michael Byun SageView Advisory Group LLC | 2,686 | $1.12M | $1.67M | $545,790.64 | 48.66% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,833 | $736,627.6 | $1.09M | $349,736.47 | 47.48% |
Nichole Raftopoulos Nvest Financial LLC | 448 | $208,939.58 | $265,516.15 | $56,576.57 | 27.08% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 554 | $185,238.98 | $328,339.17 | $143,100.19 | 77.25% |
Thomas Mason Mason & Associates Inc. | 345 | $218,843.86 | $204,471.14 | -$14,372.72 | -6.57% |
Kristofer Gray Integrity Financial Corp. /WA | 343 | $183,516.32 | $203,285.8 | $19,769.48 | 10.77% |
Kristen Williams Athena Investment Management | 940 | $355,046.89 | $577,949.6 | $222,902.71 | 62.78% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 100 | $46,935 | $59,267 | $12,332 | 26.27% |
Jaimie Palmer Beacon Capital Management LLC | 326 | $206,791.59 | $193,210.41 | -$13,581.18 | -6.57% |
Luther Hartwell Hodges Waycross Investment Management Co. | 3,746 | $1.59M | $2.22M | $626,964.52 | 39.35% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,580 | $1.5M | $2.12M | $620,688.83 | 41.35% |
| DW Darren Woolson Asset Allocation Strategies LLC | 353 | $223,878 | $214,881.68 | -$8,996.32 | -4.02% |
Molly Crider Walker Asset Management LLC | 339 | $215,037.88 | $200,915.12 | -$14,122.76 | -6.57% |
David K. Balsdon Harvest Portfolios Group Inc. | 6,632 | $3.3M | $4.11M | $806,296.43 | 24.4% |