| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JRS James RG Skjong Ulland Investment Advisors LLC | 85 | $12,380.25 | $13,906.85 | $1,526.6 | 12.33% |
Jeremy Baltz Raleigh Capital Management Inc. | 145 | $19,610.03 | $23,723.45 | $4,113.42 | 20.98% |
Michelle McCarthy Vantage Financial Partners LLC | 434,352 | $54.64M | $71.06M | $16.42M | 30.05% |
Allison Tronnes Forum Financial Management LP | 4,998 | $616,651.98 | $817,722.78 | $201,070.8 | 32.61% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,366 | $224,392.82 | $223,491.26 | -$901.56 | -0.4% |
Edward A. McDonough McDonough Capital Management Inc. | 1,775 | $167,221.68 | $300,986.75 | $133,765.07 | 79.99% |
William Jollie Quent Capital LLC | 479 | $71,222.51 | $81,228.82 | $10,006.31 | 14.05% |
Marc H. Stone Tyler-Stone Wealth Management | 46,299 | $5.28M | $7.57M | $2.29M | 43.36% |
Dalila Toledo Ascent Group LLC | 8,937 | $1.13M | $1.46M | $332,451.86 | 29.43% |
| EM Erin Mccann Simplicity Wealth LLC | 2,824 | $410,041.06 | $475,533.36 | $65,492.3 | 15.97% |
Patrick O'Connell Security Financial Services Inc. | 14,423 | $1.85M | $2.36M | $510,557.85 | 27.61% |
Christopher Schurmann Summit Investment Advisory Services LLC | 26,860 | $3.91M | $4.39M | $481,930.73 | 12.32% |
Michael Byun SageView Advisory Group LLC | 5,904 | $726,055.7 | $1M | $274,967.5 | 37.87% |
Nicole Goff Retirement Solution LLC | 1,676 | $211,000.89 | $284,031.72 | $73,030.83 | 34.61% |
| KB Kimberly Byrne Bill Few Associates Inc. | 12,041 | $1.98M | $1.97M | -$7,947.06 | -0.4% |
Daniel Bennett APS Management Group Inc. | 4,578 | $666,786 | $749,006.58 | $82,220.58 | 12.33% |
Owen Schrum Schrum Private Wealth Management LLC | 13,303 | $1.69M | $2.26M | $562,519.36 | 33.23% |
Chad Soukup jvl associates LLC | 351,336 | $33.33M | $57.48M | $24.16M | 72.48% |
Thomas Mason Mason & Associates Inc. | 2,127 | $349,402.29 | $347,998.47 | -$1,403.82 | -0.4% |
Kristofer Gray Integrity Financial Corp. /WA | 310 | $28,144.51 | $50,719.1 | $22,574.59 | 80.21% |