| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick O'Connell Security Financial Services Inc. | 5,156 | $238,230.28 | $465,071.2 | $226,840.92 | 95.22% |
Michael Byun SageView Advisory Group LLC | 30,728 | $1.11M | $3.12M | $2.02M | 181.87% |
| KB Kimberly Byrne Bill Few Associates Inc. | 12,364 | $591,278.23 | $1.12M | $523,954.57 | 88.61% |
Nichole Raftopoulos Nvest Financial LLC | 2,412 | $336,787.56 | $217,562.4 | -$119,225.16 | -35.4% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 2,500 | $349,075 | $225,500 | -$123,575 | -35.4% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 2,977 | $415,678.51 | $268,525.4 | -$147,153.11 | -35.4% |
Chad Soukup jvl associates LLC | 2,373 | $331,341.99 | $214,044.6 | -$117,297.39 | -35.4% |
Taro Kuriyama Axq Capita LLP | 49,160 | $2.12M | $4.91M | $2.78M | 130.98% |
Jesse Rodrigue Fortune 45 LLC | 5,098 | $711,833.74 | $515,203.88 | -$196,629.86 | -27.62% |
Dan Mohr Retireful LLC | 19,437 | $2.71M | $1.75M | -$960,770.91 | -35.4% |
Jason Matthews Kfg Wealth Management LLC | 2,717 | $379,380 | $245,073.4 | -$134,306.6 | -35.4% |
Kristen Williams Athena Investment Management | 31,232 | $1.46M | $3.12M | $1.66M | 113.53% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 953 | $21,759.55 | $85,960.6 | $64,201.05 | 295.05% |
Allison Brooke Blake WorthPointe LLC | 1,578 | $220,336.14 | $142,335.6 | -$78,000.54 | -35.4% |
Jaimie Palmer Beacon Capital Management LLC | 2,437 | $340,278.31 | $219,817.4 | -$120,460.91 | -35.4% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 2,969 | $414,561.47 | $267,803.8 | -$146,757.67 | -35.4% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,023 | $354,009.7 | $723,674.6 | $369,664.9 | 104.42% |
| DW Darren Woolson Asset Allocation Strategies LLC | 1,944 | $271,427 | $201,184.56 | -$70,242.44 | -25.88% |
Molly Crider Walker Asset Management LLC | 5,333 | $235,345.29 | $481,036.6 | $245,691.31 | 104.4% |
Brian Levy West Wealth Group LLC | 2,395 | $334,413.85 | $239,044.95 | -$95,368.9 | -28.52% |