| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 1,660 | $726,853.59 | $1M | $274,524.79 | 37.77% |
Dalila Toledo Ascent Group LLC | 25,594 | $11.26M | $15.66M | $4.4M | 39.06% |
| EM Erin Mccann Simplicity Wealth LLC | 9,420 | $5.17M | $5.79M | $624,684.63 | 12.08% |
Joseph J. Costigan apricus wealth LLC | 891 | $437,110.76 | $537,486.84 | $100,376.08 | 22.96% |
Jason DeBerry BancFirst Trust & Investment Management | 839 | $430,910.38 | $515,938.85 | $85,028.47 | 19.73% |
Michael Byun SageView Advisory Group LLC | 4,807 | $2.41M | $2.9M | $493,827.39 | 20.53% |
| KB Kimberly Byrne Bill Few Associates Inc. | 421 | $190,197.82 | $254,620.8 | $64,422.98 | 33.87% |
Nichole Raftopoulos Nvest Financial LLC | 2,074 | $1.01M | $1.25M | $240,250.75 | 23.77% |
Chad Soukup jvl associates LLC | 1,752 | $855,766.16 | $1.08M | $223,798.72 | 26.15% |
Taro Kuriyama Axq Capita LLP | 3,641 | $1.82M | $2.24M | $419,752.4 | 23.07% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 31,234 | $11.43M | $19.29M | $7.86M | 68.77% |
Thomas Mason Mason & Associates Inc. | 1,054 | $457,823.21 | $635,814.96 | $177,991.75 | 38.88% |
David T. Morgan High Net Worth Advisory Group LLC | 889 | $298,739.35 | $537,667.19 | $238,927.84 | 79.98% |
Jason Matthews Kfg Wealth Management LLC | 1,099 | $484,939.23 | $664,675.19 | $179,735.96 | 37.06% |
Samuel Miller Kraft, Davis & Associates LLC | 1,462 | $508,381.26 | $881,936.88 | $373,555.62 | 73.48% |
Katie Christensen iSAM Funds UKK) Ltd | 640 | $319,782.48 | $387,071.99 | $67,289.51 | 21.04% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,257 | $671,113.6 | $1.36M | $690,399.08 | 102.87% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 184 | $100,854.08 | $110,996.16 | $10,142.08 | 10.06% |
| JZ James Zenker Grafton Street Partners Fund LP | 9,345 | $4.21M | $5.73M | $1.52M | 36.07% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 906 | $410,783.82 | $559,069.95 | $148,286.13 | 36.1% |