| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 3,807 | $1.76M | $1.94M | $176,644.76 | 10.02% |
Michael Byun SageView Advisory Group LLC | 2,779 | $1.58M | $1.42M | -$159,923.66 | -10.15% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,146 | $480,698.28 | $582,511.8 | $101,813.52 | 21.18% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 3,084 | $1.49M | $1.57M | $80,880.51 | 5.44% |
| NR Nichole Raftopoulos Nvest Financial LLC | 2,458 | $1.18M | $1.25M | $65,731.83 | 5.55% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,329 | $479,298.87 | $675,530.7 | $196,231.83 | 40.94% |
| TK Taro Kuriyama Axq Capita LLP | 2,476 | $1.22M | $1.26M | $41,891.53 | 3.44% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 27,378 | $12.32M | $13.92M | $1.6M | 12.99% |
| TM Thomas Mason Mason & Associates Inc. | 784 | $360,369.35 | $398,507.2 | $38,137.85 | 10.58% |
Kristofer Gray Integrity Financial Corp. /WA | 416 | $192,702.31 | $211,452.8 | $18,750.49 | 9.73% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 871 | $357,015.1 | $442,729.3 | $85,714.2 | 24.01% |
Jesse Rodrigue Fortune 45 LLC | 1,121 | $677,521.19 | $569,804.3 | -$107,716.89 | -15.9% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 578 | $266,013 | $294,329.16 | $28,316.16 | 10.64% |
Katie Christensen iSAM Funds UKK) Ltd | 3,422 | $2.07M | $1.74M | -$328,854.62 | -15.9% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 363 | $165,191.69 | $184,846.86 | $19,655.17 | 11.9% |
| JP Jaimie Palmer Beacon Capital Management LLC | 423 | $255,656.97 | $215,400.06 | -$40,256.91 | -15.75% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,021 | $506,290.43 | $519,913.62 | $13,623.19 | 2.69% |
Adam Grossman Mayport LLC | 484 | $292,524.76 | $246,462.48 | -$46,062.28 | -15.75% |
Bryan Kupchik Capstone Wealth Management Group LLC | 1,030 | $478,277.91 | $524,496.6 | $46,218.69 | 9.66% |
| MC Molly Crider Walker Asset Management LLC | 1,816 | $824,874.21 | $924,743.52 | $99,869.31 | 12.11% |