| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Straus Commons Capital LLC | 3,679 | $244,908 | $435,299.28 | $190,391.28 | 77.74% |
Missy Straw Nilsine Partners LLC | 2,024 | $237,048.86 | $239,479.68 | $2,430.82 | 1.03% |
Dalila Toledo Ascent Group LLC | 267,428 | $24.14M | $31.64M | $7.5M | 31.07% |
| EM Erin Mccann Simplicity Wealth LLC | 46,583 | $4.98M | $5.51M | $531,779.81 | 10.68% |
Patrick O'Connell Security Financial Services Inc. | 2,596 | $218,738.96 | $307,158.72 | $88,419.76 | 40.42% |
Jason DeBerry BancFirst Trust & Investment Management | 2,600 | $164,462.88 | $307,632 | $143,169.12 | 87.05% |
Christopher Schurmann Summit Investment Advisory Services LLC | 3,492 | $370,647.86 | $413,173.44 | $42,525.58 | 11.47% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 23,170 | $2.47M | $2.74M | $271,552.4 | 10.99% |
Michael Byun SageView Advisory Group LLC | 6,704 | $649,247.65 | $832,435.68 | $183,188.03 | 28.22% |
Nicole Goff Retirement Solution LLC | 7,464 | $805,833.2 | $926,804.88 | $120,971.68 | 15.01% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,832 | $300,881.4 | $335,082.24 | $34,200.84 | 11.37% |
Nichole Raftopoulos Nvest Financial LLC | 160,871 | $13.54M | $19.03M | $5.5M | 40.59% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 112,336 | $8.58M | $13.29M | $4.71M | 54.87% |
Chad Soukup jvl associates LLC | 36,448 | $2.8M | $4.31M | $1.51M | 53.8% |
Kristofer Gray Integrity Financial Corp. /WA | 132 | $13,262.52 | $15,618.24 | $2,355.72 | 17.76% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,525 | $213,144.09 | $298,758 | $85,613.91 | 40.17% |
David T. Morgan High Net Worth Advisory Group LLC | 3,136 | $215,572.8 | $371,051.52 | $155,478.72 | 72.12% |
Dan Mohr Retireful LLC | 3,553 | $329,368.65 | $420,390.96 | $91,022.31 | 27.64% |
Mark Vicencio Lowery Thomas LLC | 50,685 | $3.82M | $6M | $2.17M | 56.88% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 600 | $54,162 | $70,992 | $16,830 | 31.07% |