| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 18,260 | $3.61M | $4.08M | $476,117.16 | 13.2% |
| EM Erin Mccann Simplicity Wealth LLC | 29,704 | $8.37M | $6.91M | -$1.45M | -17.39% |
| YH Yanjuan Huang Vienna Asset Management LLC | 3,254 | $915,057.31 | $762,477.31 | -$152,580 | -16.67% |
Patrick O'Connell Security Financial Services Inc. | 2,421 | $410,571.36 | $541,456.63 | $130,885.27 | 31.88% |
Joseph J. Costigan apricus wealth LLC | 715 | $201,065.14 | $159,909.74 | -$41,155.4 | -20.47% |
Michael Byun SageView Advisory Group LLC | 8,889 | $2.07M | $2.1M | $33,863.83 | 1.64% |
Nicole Goff Retirement Solution LLC | 2,479 | $697,124.21 | $585,812.49 | -$111,311.72 | -15.97% |
| KB Kimberly Byrne Bill Few Associates Inc. | 19,815 | $3.83M | $4.43M | $597,516.52 | 15.58% |
Owen Schrum Schrum Private Wealth Management LLC | 1,208 | $273,648.93 | $285,462.48 | $11,813.55 | 4.32% |
Nichole Raftopoulos Nvest Financial LLC | 8,564 | $2.42M | $1.92M | -$501,313.35 | -20.74% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,155 | $221,580.43 | $258,315.74 | $36,735.31 | 16.58% |
Kristofer Gray Integrity Financial Corp. /WA | 721 | $162,994.99 | $161,251.64 | -$1,743.35 | -1.07% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 3,096 | $496,340.79 | $692,420.37 | $196,079.58 | 39.51% |
David T. Morgan High Net Worth Advisory Group LLC | 3,734 | $709,205.94 | $835,109.06 | $125,903.12 | 17.75% |
Jason Matthews Kfg Wealth Management LLC | 3,946 | $1M | $882,522.86 | -$120,322.38 | -12% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 991 | $217,851.53 | $221,637.14 | $3,785.61 | 1.74% |
Kristen Williams Athena Investment Management | 5,561 | $725,459.65 | $1.29M | $568,807.49 | 78.41% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5,831 | $775,671.78 | $1.3M | $528,431.31 | 68.13% |
Jaimie Palmer Beacon Capital Management LLC | 2,567 | $463,680.82 | $574,109.52 | $110,428.7 | 23.82% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 792 | $222,718.31 | $177,130.79 | -$45,587.52 | -20.47% |