| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
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% |
Jason Matthews Kfg Wealth Management LLC | 3,379 | $220,443.68 | $304,481.69 | $84,038.01 | 38.12% |
Katie Christensen iSAM Funds UKK) Ltd | 24,900 | $2.02M | $2.24M | $220,116 | 10.88% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,359 | $240,136.78 | $308,289.02 | $68,152.24 | 28.38% |
Kristen Williams Athena Investment Management | 3,585 | $224,020 | $329,031.3 | $105,011.3 | 46.88% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,505 | $107,788.1 | $138,128.9 | $30,340.8 | 28.15% |
Jaimie Palmer Beacon Capital Management LLC | 3,384 | $214,409.22 | $304,932.24 | $90,523.02 | 42.22% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 4,667 | $344,708.84 | $429,340.66 | $84,631.82 | 24.55% |