| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 2,200 | $508,818.34 | $605,110 | $96,291.66 | 18.92% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,543 | $786,099.19 | $961,463.91 | $175,364.72 | 22.31% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,268 | $709,570.53 | $898,961.4 | $189,390.87 | 26.69% |
Marc H. Stone Tyler-Stone Wealth Management | 4,171 | $895,304.67 | $1.13M | $236,579.6 | 26.42% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 540 | $162,243.01 | $147,511.8 | -$14,731.21 | -9.08% |
Missy Straw Nilsine Partners LLC | 41,274 | $10.24M | $11.2M | $960,448.71 | 9.38% |
Dalila Toledo Ascent Group LLC | 36,455 | $8.01M | $10M | $1.99M | 24.79% |
| EM Erin Mccann Simplicity Wealth LLC | 7,192 | $1.84M | $1.97M | $123,331.33 | 6.69% |
Christopher Schurmann Summit Investment Advisory Services LLC | 2,114 | $511,606.98 | $578,168.43 | $66,561.45 | 13.01% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 996 | $224,360.23 | $272,216.76 | $47,856.53 | 21.33% |
Michael Byun SageView Advisory Group LLC | 9,354 | $2.1M | $2.54M | $433,567.37 | 20.6% |
Nicole Goff Retirement Solution LLC | 834 | $250,575.31 | $228,378.39 | -$22,196.92 | -8.86% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,413 | $719,439.01 | $944,377.13 | $224,938.12 | 31.27% |
Nichole Raftopoulos Nvest Financial LLC | 1,181 | $296,523.04 | $324,349.84 | $27,826.8 | 9.38% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 11,603 | $2.54M | $3.17M | $631,018.56 | 24.88% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 13,485 | $3.23M | $3.71M | $482,714.26 | 14.96% |
Chad Soukup jvl associates LLC | 9,416 | $1.55M | $2.58M | $1.03M | 66.17% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 11,581 | $2.39M | $3.17M | $774,971.75 | 32.39% |
Kristofer Gray Integrity Financial Corp. /WA | 508 | $106,247.12 | $140,563.61 | $34,316.49 | 32.3% |
David T. Morgan High Net Worth Advisory Group LLC | 1,403 | $311,331.45 | $381,749.28 | $70,417.83 | 22.62% |