| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick O'Connell Security Financial Services Inc. | 2,596 | $218,738.96 | $319,035.42 | $100,296.46 | 45.85% |
Jason DeBerry BancFirst Trust & Investment Management | 2,600 | $164,462.88 | $321,490 | $157,027.12 | 95.48% |
Christopher Schurmann Summit Investment Advisory Services LLC | 3,492 | $370,647.86 | $431,995.32 | $61,347.46 | 16.55% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 23,170 | $2.47M | $2.86M | $395,048.5 | 15.99% |
Michael Byun SageView Advisory Group LLC | 6,704 | $649,247.65 | $817,552.8 | $168,305.15 | 25.92% |
Nicole Goff Retirement Solution LLC | 7,464 | $805,833.2 | $925,909.2 | $120,076 | 14.9% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,629 | $279,332.95 | $334,198.48 | $54,865.53 | 19.64% |
Nichole Raftopoulos Nvest Financial LLC | 160,871 | $13.54M | $19.85M | $6.32M | 46.65% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 112,336 | $8.58M | $13.86M | $5.28M | 61.51% |
Chad Soukup jvl associates LLC | 36,448 | $2.8M | $4.52M | $1.72M | 61.25% |
Kristofer Gray Integrity Financial Corp. /WA | 132 | $13,262.52 | $16,177.26 | $2,914.74 | 21.98% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,563 | $217,941.59 | $317,863.26 | $99,921.67 | 45.85% |
David T. Morgan High Net Worth Advisory Group LLC | 3,136 | $215,572.8 | $384,254.08 | $168,681.28 | 78.25% |
Dan Mohr Retireful LLC | 4,084 | $396,407.4 | $504,741.56 | $108,334.16 | 27.33% |
Mark Vicencio Lowery Thomas LLC | 50,685 | $3.82M | $6.26M | $2.44M | 63.72% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 600 | $54,162 | $73,026 | $18,864 | 34.83% |
Jaimie Palmer Beacon Capital Management LLC | 9,874 | $749,817.9 | $1.22M | $471,595.9 | 62.89% |
Adam Grossman Mayport LLC | 32,560 | $2.49M | $4.01M | $1.53M | 61.4% |
| DW Darren Woolson Asset Allocation Strategies LLC | 4,888 | $437,059.79 | $604,645.6 | $167,585.81 | 38.34% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 33,417 | $3.1M | $4.09M | $983,960.04 | 31.71% |