| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 10,591 | $2.24M | $3.92M | $1.68M | 74.64% |
Nicole Goff Retirement Solution LLC | 621 | $232,086.34 | $197,086.77 | -$34,999.57 | -15.08% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,783 | $370,894.08 | $1M | $631,180.75 | 170.18% |
Nichole Raftopoulos Nvest Financial LLC | 3,751 | $1.1M | $1.35M | $250,831.39 | 22.81% |
Chad Soukup jvl associates LLC | 601 | $224,611.74 | $202,266.55 | -$22,345.19 | -9.95% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 37,015 | $10.93M | $13.33M | $2.4M | 21.99% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 897 | $236,191.97 | $322,982.8 | $86,790.83 | 36.75% |
David T. Morgan High Net Worth Advisory Group LLC | 856 | $221,217.25 | $308,219.93 | $87,002.68 | 39.33% |
Jason Matthews Kfg Wealth Management LLC | 794 | $244,444.09 | $285,895.59 | $41,451.5 | 16.96% |
Katie Christensen iSAM Funds UKK) Ltd | 1,080 | $403,628 | $394,556.39 | -$9,071.61 | -2.25% |
Kristen Williams Athena Investment Management | 6,137 | $1.16M | $2.3M | $1.14M | 98.62% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 281 | $56,242.15 | $101,179.67 | $44,937.52 | 79.9% |
Allison Brooke Blake WorthPointe LLC | 742 | $223,559.04 | $267,171.95 | $43,612.91 | 19.51% |
Jaimie Palmer Beacon Capital Management LLC | 654 | $244,419.43 | $235,485.78 | -$8,933.65 | -3.66% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,129 | $232,158.72 | $406,519.04 | $174,360.32 | 75.1% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 1,182 | $222,727.24 | $375,131.34 | $152,404.1 | 68.43% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,091 | $1.53M | $1.83M | $305,092.18 | 19.97% |
Adam Grossman Mayport LLC | 614 | $229,470.23 | $227,210.69 | -$2,259.54 | -0.98% |
Anthony Chaves Dilation Capital Management LP | 52,385 | $17.05M | $17.38M | $331,674.22 | 1.95% |
Molly Crider Walker Asset Management LLC | 3,969 | $219,835.69 | $1.43M | $1.21M | 550.08% |