| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 211,782 | $13.28M | $16.48M | $3.2M | 24.07% |
| KB Kimberly Byrne Bill Few Associates Inc. | 7,406 | $407,392.52 | $557,449.62 | $150,057.1 | 36.83% |
Brian Clay Clay Northam Wealth Management LLC | 57,730 | $3.59M | $4.48M | $882,201.55 | 24.55% |
Chad Soukup jvl associates LLC | 304,730 | $14.65M | $22.94M | $8.29M | 56.57% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 125,207 | $7.04M | $9.42M | $2.39M | 33.9% |
Thomas Mason Mason & Associates Inc. | 6,805 | $379,795.2 | $512,212.35 | $132,417.15 | 34.87% |
Kristofer Gray Integrity Financial Corp. /WA | 1,963 | $118,613.58 | $147,755.01 | $29,141.43 | 24.57% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 6,934 | $364,842.68 | $521,922.18 | $157,079.5 | 43.05% |
David T. Morgan High Net Worth Advisory Group LLC | 49,637 | $2.87M | $3.74M | $869,228.57 | 30.32% |
Jason Matthews Kfg Wealth Management LLC | 4,212 | $253,091.07 | $317,037.24 | $63,946.17 | 25.27% |
Kristen Williams Athena Investment Management | 9,318 | $421,603.64 | $715,156.5 | $293,552.86 | 69.63% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 750 | $47,315.16 | $56,452.5 | $9,137.34 | 19.31% |
Allison Brooke Blake WorthPointe LLC | 34,409 | $2.02M | $2.59M | $567,007.54 | 28.03% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 9,398 | $510,066.99 | $707,387.46 | $197,320.47 | 38.69% |
Adam Grossman Mayport LLC | 4,671 | $315,528.43 | $363,380.44 | $47,852.01 | 15.17% |
| DW Darren Woolson Asset Allocation Strategies LLC | 139,849 | $8.61M | $11M | $2.39M | 27.78% |
Brian Levy West Wealth Group LLC | 4,509 | $286,132.08 | $346,065.75 | $59,933.67 | 20.95% |
| CMD Chris M. Denholm Objective Capital Management LLC | 10,953 | $611,430.51 | $824,432.31 | $213,001.8 | 34.84% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,920 | $448,736.24 | $520,868.4 | $72,132.16 | 16.07% |
Christopher M. Marks Sterling Investment Counsel LLC | 202,585 | $12.62M | $15.25M | $2.63M | 20.87% |