| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 11,245 | $1.27M | $1.53M | $266,179.68 | 21.01% |
Missy Straw Nilsine Partners LLC | 4,117 | $464,923.46 | $559,829.66 | $94,906.2 | 20.41% |
Dalila Toledo Ascent Group LLC | 19,533 | $1.98M | $2.65M | $674,224.2 | 34.08% |
| EM Erin Mccann Simplicity Wealth LLC | 46,759 | $5.53M | $6.38M | $855,887.13 | 15.48% |
Christopher Schurmann Summit Investment Advisory Services LLC | 11,434 | $1.36M | $1.56M | $200,606.81 | 14.74% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 1,865 | $214,885.1 | $254,525.87 | $39,640.77 | 18.45% |
Michael Byun SageView Advisory Group LLC | 40,903 | $4.71M | $5.56M | $841,886.44 | 17.86% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,199 | $265,305.06 | $297,766.59 | $32,461.53 | 12.24% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 1,580 | $234,329.8 | $215,417.2 | -$18,912.6 | -8.07% |
Chad Soukup jvl associates LLC | 136,198 | $12.24M | $18.61M | $6.38M | 52.11% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 69,457 | $7.51M | $9.48M | $1.97M | 26.26% |
Kristofer Gray Integrity Financial Corp. /WA | 305 | $45,234.55 | $41,598.95 | -$3,635.6 | -8.04% |
David T. Morgan High Net Worth Advisory Group LLC | 14,694 | $1.65M | $2.01M | $353,822.84 | 21.41% |
Jason Matthews Kfg Wealth Management LLC | 2,954 | $376,605.54 | $401,478.14 | $24,872.6 | 6.6% |
Samuel Miller Kraft, Davis & Associates LLC | 1,753 | $178,070.22 | $241,265.39 | $63,195.17 | 35.49% |
Jaimie Palmer Beacon Capital Management LLC | 1,393 | $167,410.74 | $191,467.85 | $24,057.11 | 14.37% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 4,038 | $434,887.48 | $553,185.81 | $118,298.33 | 27.2% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 53,822 | $5.72M | $7.37M | $1.64M | 28.75% |
Adam Grossman Mayport LLC | 16,248 | $1.99M | $2.24M | $249,636.42 | 12.53% |
| DW Darren Woolson Asset Allocation Strategies LLC | 75,839 | $7.9M | $10.42M | $2.52M | 31.88% |