| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 1,817 | $1.04M | $1.89M | $850,225.07 | 81.91% |
| KB Kimberly Byrne Bill Few Associates Inc. | 219 | $221,490.03 | $223,025.22 | $1,535.19 | 0.69% |
Owen Schrum Schrum Private Wealth Management LLC | 699 | $328,957.81 | $726,393.77 | $397,435.96 | 120.82% |
Nichole Raftopoulos Nvest Financial LLC | 1,076 | $937,695.53 | $1.1M | $158,081.35 | 16.86% |
Chad Soukup jvl associates LLC | 241 | $243,740.17 | $245,429.58 | $1,689.41 | 0.69% |
Thomas Mason Mason & Associates Inc. | 324 | $327,683.88 | $329,955.12 | $2,271.24 | 0.69% |
Kristofer Gray Integrity Financial Corp. /WA | 439 | $372,216.51 | $447,068.82 | $74,852.31 | 20.11% |
Jesse Rodrigue Fortune 45 LLC | 1,345 | $851,652.12 | $1.43M | $574,558.98 | 67.46% |
David T. Morgan High Net Worth Advisory Group LLC | 1,217 | $735,877.07 | $1.24M | $503,491.39 | 68.42% |
Dan Mohr Retireful LLC | 337 | $287,744.71 | $343,194.06 | $55,449.35 | 19.27% |
Kristen Williams Athena Investment Management | 297 | $98,039.7 | $314,932.86 | $216,893.16 | 221.23% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2 | $1,758 | $2,036.76 | $278.76 | 15.86% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 307 | $228,209.57 | $312,642.66 | $84,433.09 | 37% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 627 | $478,940.61 | $638,524.26 | $159,583.65 | 33.32% |
Adam Grossman Mayport LLC | 285 | $229,441.75 | $296,169.13 | $66,727.38 | 29.08% |
Molly Crider Walker Asset Management LLC | 851 | $279,712.22 | $866,641.38 | $586,929.16 | 209.83% |
David K. Balsdon Harvest Portfolios Group Inc. | 5,962 | $3.31M | $6.18M | $2.88M | 87.09% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,728 | $977,828.26 | $1.76M | $781,932.38 | 79.97% |
Christopher M. Marks Sterling Investment Counsel LLC | 592 | $326,918.96 | $602,880.96 | $275,962 | 84.41% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 316 | $223,649 | $321,808.08 | $98,159.08 | 43.89% |