| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 2,209 | $972,616.69 | $1.41M | $441,275.85 | 45.37% |
Dalila Toledo Ascent Group LLC | 4,565 | $2.07M | $2.92M | $854,206.79 | 41.29% |
| EM Erin Mccann Simplicity Wealth LLC | 12,797 | $7.86M | $8.36M | $503,260.73 | 6.41% |
Jason DeBerry BancFirst Trust & Investment Management | 479 | $303,844.08 | $313,014.52 | $9,170.44 | 3.02% |
Michael Byun SageView Advisory Group LLC | 2,686 | $1.12M | $1.72M | $597,710.97 | 53.29% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,767 | $713,996.86 | $1.15M | $435,224.6 | 60.96% |
Nichole Raftopoulos Nvest Financial LLC | 448 | $208,939.58 | $291,112.64 | $82,173.06 | 39.33% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 554 | $185,238.98 | $360,471.17 | $175,232.19 | 94.6% |
Thomas Mason Mason & Associates Inc. | 345 | $218,843.86 | $224,391.45 | $5,547.59 | 2.53% |
Kristofer Gray Integrity Financial Corp. /WA | 343 | $183,516.32 | $219,520 | $36,003.68 | 19.62% |
Kristen Williams Athena Investment Management | 940 | $355,046.89 | $613,110.3 | $258,063.41 | 72.68% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 100 | $46,935 | $63,696 | $16,761 | 35.71% |
Jaimie Palmer Beacon Capital Management LLC | 326 | $206,791.59 | $211,000.24 | $4,208.65 | 2.04% |
Luther Hartwell Hodges Waycross Investment Management Co. | 3,688 | $1.57M | $2.36M | $795,256.3 | 50.71% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,580 | $1.5M | $2.29M | $793,280.7 | 52.85% |
| DW Darren Woolson Asset Allocation Strategies LLC | 353 | $223,878 | $228,475.72 | $4,597.72 | 2.05% |
Molly Crider Walker Asset Management LLC | 340 | $215,709.43 | $220,826.6 | $5,117.17 | 2.37% |
David K. Balsdon Harvest Portfolios Group Inc. | 6,632 | $3.3M | $4.25M | $949,149.58 | 28.73% |
Mark Astrinos Libra Wealth LLC | 559 | $187,846.27 | $365,727.15 | $177,880.88 | 94.69% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 383 | $215,743.52 | $245,054.89 | $29,311.37 | 13.59% |