| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 30,728 | $1.11M | $2.79M | $1.69M | 152.07% |
| KB Kimberly Byrne Bill Few Associates Inc. | 12,214 | $583,553.23 | $1.2M | $614,884.45 | 105.37% |
Nichole Raftopoulos Nvest Financial LLC | 2,412 | $336,787.56 | $224,074.8 | -$112,712.76 | -33.47% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 2,500 | $349,075 | $234,487.5 | -$114,587.5 | -32.83% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,032 | $422,291.16 | $289,161.84 | -$133,129.32 | -31.53% |
Chad Soukup jvl associates LLC | 2,504 | $347,092.12 | $236,515.32 | -$110,576.8 | -31.86% |
Taro Kuriyama Axq Capita LLP | 49,160 | $2.12M | $4.62M | $2.5M | 117.51% |
Jesse Rodrigue Fortune 45 LLC | 14,204 | $1.81M | $1.3M | -$507,266.2 | -28.08% |
Jason Matthews Kfg Wealth Management LLC | 2,689 | $375,470.31 | $241,606.65 | -$133,863.66 | -35.65% |
Kristen Williams Athena Investment Management | 31,232 | $1.46M | $2.93M | $1.47M | 100.44% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 953 | $21,759.55 | $86,389.45 | $64,629.9 | 297.02% |
Allison Brooke Blake WorthPointe LLC | 1,578 | $220,336.14 | $148,363.56 | -$71,972.58 | -32.66% |
Jaimie Palmer Beacon Capital Management LLC | 2,437 | $340,278.31 | $227,128.4 | -$113,149.91 | -33.25% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 3,047 | $423,939.41 | $294,309.73 | -$129,629.68 | -30.58% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,023 | $354,009.7 | $733,944.04 | $379,934.34 | 107.32% |
| DW Darren Woolson Asset Allocation Strategies LLC | 1,944 | $271,427 | $181,180.8 | -$90,246.2 | -33.25% |
Molly Crider Walker Asset Management LLC | 5,433 | $247,368.29 | $504,780.03 | $257,411.74 | 104.06% |
David K. Balsdon Harvest Portfolios Group Inc. | 3,532 | $70,816.64 | $323,389.92 | $252,573.28 | 356.66% |
| CMD Chris M. Denholm Objective Capital Management LLC | 3,478 | $485,633.14 | $333,088.06 | -$152,545.08 | -31.41% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,737 | $371,023.25 | $707,393.91 | $336,370.66 | 90.66% |