| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul Elam Oak Harbor Wealth Partners LLC | 16,418 | $1.4M | $1.76M | $362,108.33 | 25.83% |
| LWL Leo Wealth LLC Leo Wealth LLC | 12,004 | $1.11M | $1.27M | $158,094.05 | 14.25% |
William Jollie Quent Capital LLC | 172,870 | $13.39M | $18.77M | $5.38M | 40.18% |
Dalila Toledo Ascent Group LLC | 105,902 | $8.66M | $11.18M | $2.53M | 29.18% |
| EM Erin Mccann Simplicity Wealth LLC | 10,957 | $1.06M | $1.18M | $116,520.91 | 10.99% |
| YH Yanjuan Huang Vienna Asset Management LLC | 2,807 | $291,591.16 | $304,952.48 | $13,361.32 | 4.58% |
Patrick O'Connell Security Financial Services Inc. | 7,566 | $472,799.34 | $798,818.28 | $326,018.94 | 68.96% |
Joseph J. Costigan apricus wealth LLC | 2,183 | $203,826.71 | $230,481.14 | $26,654.43 | 13.08% |
Christopher Schurmann Summit Investment Advisory Services LLC | 2,408 | $215,251 | $254,236.64 | $38,985.64 | 18.11% |
Michael Byun SageView Advisory Group LLC | 15,840 | $1.31M | $1.71M | $398,974.59 | 30.41% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,701 | $207,530.03 | $285,171.58 | $77,641.55 | 37.41% |
Owen Schrum Schrum Private Wealth Management LLC | 6,205 | $537,539.69 | $670,202.05 | $132,662.36 | 24.68% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 4,930 | $383,602.05 | $520,509.4 | $136,907.35 | 35.69% |
Chad Soukup jvl associates LLC | 2,794 | $252,511.1 | $294,990.52 | $42,479.42 | 16.82% |
James Peterson Nearwater Capital Markets Ltd. | 465,000 | $48.3M | $50.52M | $2.21M | 4.58% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 8,945 | $664,256.5 | $944,413.1 | $280,156.6 | 42.18% |
Kristofer Gray Integrity Financial Corp. /WA | 23 | $1,692.8 | $2,428.34 | $735.54 | 43.45% |
David T. Morgan High Net Worth Advisory Group LLC | 12,250 | $783,565.5 | $1.29M | $509,789.5 | 65.06% |
Kristen Williams Athena Investment Management | 16,414 | $1.2M | $1.76M | $563,128.88 | 46.92% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 419 | $34,244.87 | $44,238.02 | $9,993.15 | 29.18% |