| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 54,222 | $8.53M | $18.52M | $10M | 117.22% |
Nicole Goff Retirement Solution LLC | 2,969 | $843,718.55 | $1.04M | $196,470.6 | 23.29% |
| KB Kimberly Byrne Bill Few Associates Inc. | 11,855 | $1.97M | $4.12M | $2.15M | 109.22% |
Owen Schrum Schrum Private Wealth Management LLC | 1,623 | $265,592.15 | $567,035.62 | $301,443.47 | 113.5% |
Nichole Raftopoulos Nvest Financial LLC | 23,493 | $4.27M | $8.11M | $3.84M | 89.91% |
Brian Clay Clay Northam Wealth Management LLC | 4,105 | $586,469.26 | $1.43M | $847,715.11 | 144.55% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 11,189 | $1.52M | $3.91M | $2.38M | 156.46% |
Chad Soukup jvl associates LLC | 15,009 | $1.15M | $5.26M | $4.1M | 355.41% |
James Peterson Nearwater Capital Markets Ltd. | 527,900 | $175.7M | $184.4M | $8.7M | 4.95% |
Taro Kuriyama Axq Capita LLP | 4,253 | $1.22M | $1.48M | $260,836.35 | 21.33% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 114,653 | $18.35M | $40.04M | $21.69M | 118.17% |
Thomas Mason Mason & Associates Inc. | 18,391 | $3.22M | $6.35M | $3.13M | 97.44% |
Kristofer Gray Integrity Financial Corp. /WA | 10,982 | $2.1M | $3.77M | $1.67M | 79.83% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 5,364 | $801,479.08 | $1.87M | $1.07M | 133.87% |
Jesse Rodrigue Fortune 45 LLC | 7,602 | $1.19M | $2.62M | $1.43M | 119.35% |
David T. Morgan High Net Worth Advisory Group LLC | 7,654 | $1.02M | $2.63M | $1.61M | 159.03% |
Penny Paul Andina Capital Management LLC | 1,493 | $375,529.12 | $520,892.77 | $145,363.65 | 38.71% |
Dan Mohr Retireful LLC | 1,553 | $319,257.6 | $542,074.65 | $222,817.05 | 69.79% |
Jason Matthews Kfg Wealth Management LLC | 3,055 | $622,322.3 | $1.04M | $418,180.15 | 67.2% |
Samuel Miller Kraft, Davis & Associates LLC | 7,278 | $840,122.07 | $2.51M | $1.67M | 199.25% |