| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,624 | $394,117.43 | $610,607.74 | $216,490.31 | 54.93% |
Jonathan Straus Commons Capital LLC | 4,949 | $1.12M | $1.89M | $771,203.53 | 69.17% |
Missy Straw Nilsine Partners LLC | 4,317 | $929,069.21 | $1.62M | $694,079.58 | 74.71% |
Dalila Toledo Ascent Group LLC | 78,986 | $23.76M | $30.06M | $6.3M | 26.51% |
| EM Erin Mccann Simplicity Wealth LLC | 5,666 | $1.85M | $2.15M | $307,453.72 | 16.65% |
| YH Yanjuan Huang Vienna Asset Management LLC | 2,246 | $798,385.62 | $853,906.74 | $55,521.12 | 6.95% |
Patrick O'Connell Security Financial Services Inc. | 787 | $301,915.33 | $295,904.12 | -$6,011.21 | -1.99% |
Ed West Values First Advisors Inc. | 100 | $43,029 | $37,599 | -$5,430 | -12.62% |
Joseph J. Costigan apricus wealth LLC | 771 | $284,020.98 | $289,888.29 | $5,867.31 | 2.07% |
Christopher Schurmann Summit Investment Advisory Services LLC | 856 | $339,454.39 | $326,204.48 | -$13,249.91 | -3.9% |
Michael Byun SageView Advisory Group LLC | 2,796 | $716,692.38 | $1.05M | $334,575.63 | 46.68% |
| KB Kimberly Byrne Bill Few Associates Inc. | 987 | $353,119.57 | $371,102.12 | $17,982.55 | 5.09% |
Nichole Raftopoulos Nvest Financial LLC | 12,670 | $4M | $4.76M | $766,753.35 | 19.18% |
Brian Clay Clay Northam Wealth Management LLC | 3,254 | $1.01M | $1.24M | $230,227.05 | 22.72% |
Chad Soukup jvl associates LLC | 2,344 | $417,395.2 | $892,360.8 | $474,965.6 | 113.79% |
Thomas Mason Mason & Associates Inc. | 6,567 | $1.77M | $2.47M | $700,622.49 | 39.62% |
Kristofer Gray Integrity Financial Corp. /WA | 2,351 | $662,414.04 | $883,952.47 | $221,538.43 | 33.44% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,562 | $452,214.06 | $595,387.54 | $143,173.48 | 31.66% |
David T. Morgan High Net Worth Advisory Group LLC | 5,128 | $1.1M | $1.93M | $828,652.92 | 75.37% |
Jason Matthews Kfg Wealth Management LLC | 5,699 | $1.15M | $2.14M | $994,467.33 | 86.6% |