| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,799 | $843,259.55 | $991,132.22 | $147,872.67 | 17.54% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 7,457 | $558,951.89 | $684,403.46 | $125,451.57 | 22.44% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 16,653 | $1.07M | $1.5M | $429,252.46 | 40.07% |
Marc H. Stone Tyler-Stone Wealth Management | 5,270 | $346,156.57 | $483,680.6 | $137,524.03 | 39.73% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 7,676 | $502,963.36 | $691,684.36 | $188,721 | 37.52% |
Stephen Dunnaway Brown Shipley& Co Ltd | 5,035 | $319,191.1 | $464,604.62 | $145,413.52 | 45.56% |
Missy Straw Nilsine Partners LLC | 62,354 | $4.04M | $5.72M | $1.69M | 41.8% |
Dalila Toledo Ascent Group LLC | 88,228 | $5.36M | $8.2M | $2.84M | 52.99% |
| EM Erin Mccann Simplicity Wealth LLC | 84,473 | $6.13M | $7.81M | $1.68M | 27.49% |
Patrick O'Connell Security Financial Services Inc. | 7,585 | $473,870.81 | $683,484.35 | $209,613.54 | 44.23% |
Joseph J. Costigan apricus wealth LLC | 7,139 | $427,617.87 | $655,217.42 | $227,599.55 | 53.22% |
Michael Byun SageView Advisory Group LLC | 26,974 | $1.84M | $2.48M | $635,889.74 | 34.56% |
| KB Kimberly Byrne Bill Few Associates Inc. | 7,118 | $450,362.11 | $641,402.98 | $191,040.87 | 42.42% |
Owen Schrum Schrum Private Wealth Management LLC | 9,957 | $694,547.04 | $916,143.57 | $221,596.53 | 31.91% |
Nichole Raftopoulos Nvest Financial LLC | 8,908 | $599,060.69 | $817,576.24 | $218,515.55 | 36.48% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 18,370 | $1.15M | $1.66M | $508,526.14 | 44.34% |
Taro Kuriyama Axq Capita LLP | 36,180 | $2.94M | $3.34M | $404,492 | 13.76% |
Kristofer Gray Integrity Financial Corp. /WA | 2,704 | $205,639.21 | $243,657.44 | $38,018.23 | 18.49% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 8,092 | $490,033.75 | $746,041.94 | $256,008.19 | 52.24% |
David T. Morgan High Net Worth Advisory Group LLC | 19,479 | $1.17M | $1.76M | $584,802.17 | 49.96% |