| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 17,621 | $3.52M | $4.08M | $562,278.88 | 15.99% |
| EM Erin Mccann Simplicity Wealth LLC | 29,704 | $8.37M | $6.92M | -$1.45M | -17.27% |
| YH Yanjuan Huang Vienna Asset Management LLC | 3,254 | $915,057.31 | $758,019.3 | -$157,038.01 | -17.16% |
Patrick O'Connell Security Financial Services Inc. | 2,421 | $410,571.36 | $560,824.65 | $150,253.29 | 36.6% |
Joseph J. Costigan apricus wealth LLC | 715 | $201,065.14 | $169,147.55 | -$31,917.59 | -15.87% |
Michael Byun SageView Advisory Group LLC | 8,889 | $2.07M | $2.05M | -$12,358.97 | -0.6% |
Nicole Goff Retirement Solution LLC | 2,479 | $697,124.21 | $577,892.08 | -$119,232.13 | -17.1% |
| KB Kimberly Byrne Bill Few Associates Inc. | 21,821 | $4.28M | $5.04M | $760,442.38 | 17.79% |
Owen Schrum Schrum Private Wealth Management LLC | 1,208 | $273,648.93 | $281,741.84 | $8,092.91 | 2.96% |
Nichole Raftopoulos Nvest Financial LLC | 8,564 | $2.42M | $2M | -$420,811.66 | -17.41% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,155 | $221,580.43 | $270,408.6 | $48,828.17 | 22.04% |
Kristofer Gray Integrity Financial Corp. /WA | 721 | $162,994.99 | $167,610.87 | $4,615.88 | 2.83% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 3,058 | $491,261.71 | $713,400.82 | $222,139.11 | 45.22% |
David T. Morgan High Net Worth Advisory Group LLC | 3,734 | $709,205.94 | $863,039.42 | $153,833.48 | 21.69% |
Jason Matthews Kfg Wealth Management LLC | 3,946 | $1M | $913,933.06 | -$88,912.18 | -8.87% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 991 | $217,851.53 | $230,159.75 | $12,308.22 | 5.65% |
Kristen Williams Athena Investment Management | 5,561 | $725,459.65 | $1.31M | $586,658.3 | 80.87% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5,831 | $775,671.78 | $1.35M | $573,155.14 | 73.89% |
Jaimie Palmer Beacon Capital Management LLC | 2,567 | $463,680.82 | $599,086.46 | $135,405.64 | 29.2% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 1,424 | $313,412.71 | $332,653.52 | $19,240.81 | 6.14% |