| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 4,173 | $895,749.57 | $1.22M | $319,428.03 | 35.66% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 540 | $162,243.01 | $157,248.01 | -$4,995 | -3.08% |
Missy Straw Nilsine Partners LLC | 41,274 | $10.24M | $12.02M | $1.78M | 17.37% |
Dalila Toledo Ascent Group LLC | 33,014 | $6.98M | $9.61M | $2.64M | 37.77% |
| EM Erin Mccann Simplicity Wealth LLC | 7,192 | $1.84M | $2.16M | $312,768.54 | 16.97% |
Christopher Schurmann Summit Investment Advisory Services LLC | 2,114 | $511,606.98 | $615,596.82 | $103,989.84 | 20.33% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 996 | $224,360.23 | $290,035.21 | $65,674.98 | 29.27% |
Michael Byun SageView Advisory Group LLC | 9,354 | $2.1M | $2.82M | $715,403.39 | 33.99% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,413 | $719,439.01 | $993,865.63 | $274,426.62 | 38.14% |
Nichole Raftopoulos Nvest Financial LLC | 1,181 | $296,523.04 | $343,907.21 | $47,384.17 | 15.98% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 11,603 | $2.54M | $3.38M | $842,541.37 | 33.22% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 13,857 | $3.31M | $4.04M | $728,145.3 | 22.02% |
Chad Soukup jvl associates LLC | 9,416 | $1.55M | $2.74M | $1.19M | 76.71% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 11,581 | $2.39M | $3.37M | $980,013.48 | 40.96% |
Kristofer Gray Integrity Financial Corp. /WA | 508 | $106,247.12 | $147,929.61 | $41,682.49 | 39.23% |
David T. Morgan High Net Worth Advisory Group LLC | 1,403 | $311,331.45 | $408,553.61 | $97,222.16 | 31.23% |
Mark Vicencio Lowery Thomas LLC | 3,933 | $857,155.82 | $1.15M | $288,133.82 | 33.62% |
Kristen Williams Athena Investment Management | 8,321 | $1.6M | $2.49M | $889,981.61 | 55.47% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,696 | $376,733.22 | $493,875.22 | $117,142 | 31.09% |
Allison Brooke Blake WorthPointe LLC | 755 | $185,850.8 | $219,856.01 | $34,005.21 | 18.3% |