| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,624 | $394,117.43 | $603,380.98 | $209,263.55 | 53.1% |
Jonathan Straus Commons Capital LLC | 4,949 | $1.12M | $1.84M | $723,742.67 | 64.91% |
Missy Straw Nilsine Partners LLC | 4,317 | $929,069.21 | $1.6M | $674,869.01 | 72.64% |
Dalila Toledo Ascent Group LLC | 79,353 | $23.86M | $29.48M | $5.62M | 23.54% |
| EM Erin Mccann Simplicity Wealth LLC | 5,666 | $1.85M | $2.21M | $360,969.15 | 19.55% |
| YH Yanjuan Huang Vienna Asset Management LLC | 4,571 | $1.62M | $1.7M | $73,456.02 | 4.52% |
Patrick O'Connell Security Financial Services Inc. | 787 | $301,915.33 | $292,401.99 | -$9,513.34 | -3.15% |
Ed West Values First Advisors Inc. | 100 | $43,029 | $37,154 | -$5,875 | -13.65% |
Joseph J. Costigan apricus wealth LLC | 771 | $284,020.98 | $286,457.35 | $2,436.37 | 0.86% |
Christopher Schurmann Summit Investment Advisory Services LLC | 856 | $339,454.39 | $318,038.25 | -$21,416.14 | -6.31% |
Michael Byun SageView Advisory Group LLC | 2,796 | $716,692.38 | $1.13M | $408,809.46 | 57.04% |
| KB Kimberly Byrne Bill Few Associates Inc. | 907 | $322,652.37 | $336,986.79 | $14,334.42 | 4.44% |
Nichole Raftopoulos Nvest Financial LLC | 12,670 | $4M | $4.71M | $710,371.98 | 17.77% |
Brian Clay Clay Northam Wealth Management LLC | 4,494 | $1.23M | $1.67M | $444,323.73 | 36.26% |
Chad Soukup jvl associates LLC | 2,344 | $417,395.2 | $870,889.78 | $453,494.58 | 108.65% |
Thomas Mason Mason & Associates Inc. | 6,567 | $1.77M | $2.44M | $671,399.34 | 37.96% |
Kristofer Gray Integrity Financial Corp. /WA | 2,351 | $662,414.04 | $873,490.56 | $211,076.52 | 31.86% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,459 | $412,987.54 | $542,076.87 | $129,089.33 | 31.26% |
David T. Morgan High Net Worth Advisory Group LLC | 5,128 | $1.1M | $1.91M | $805,833.42 | 73.3% |
Jason Matthews Kfg Wealth Management LLC | 5,699 | $1.15M | $2.12M | $969,106.9 | 84.39% |