| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 355 | $30,084 | $33,897.17 | $3,813.17 | 12.68% |
| KB Kimberly Byrne Bill Few Associates Inc. | 35,878 | $2.82M | $3.42M | $597,264.31 | 21.18% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 45,162 | $3.42M | $4.3M | $881,462.64 | 25.78% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 20,262 | $1.24M | $1.93M | $685,666.54 | 55.13% |
Kevin Zemann WealthPlan Investment Management LLC | 6,371 | $542,490.65 | $606,646.62 | $64,155.97 | 11.83% |
Joseph Wallace Wallace Advisory Group LLC | 3,318 | $214,740.57 | $315,939.96 | $101,199.39 | 47.13% |
CJ Harrison DecisionPoint Financial LLC | 155 | $13,199 | $14,861.4 | $1,662.4 | 12.59% |
| VL Victoria Latham Fiduciary Alliance LLC | 12,741 | $1.03M | $1.22M | $187,466.35 | 18.14% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 3,081 | $199,402.33 | $295,267.63 | $95,865.3 | 48.08% |
Christopher Casanega Sharper & Granite LLC | 8,195 | $645,826.77 | $774,755.3 | $128,928.53 | 19.96% |
Belena Vincetti Fortis Capital Advisors LLC | 5,740 | $442,266.88 | $550,092.9 | $107,826.02 | 24.38% |
| SS Sheryl Stephens Stephens Consulting LLC | 145 | $9,657.81 | $13,896.07 | $4,238.26 | 43.88% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 22,857 | $1.85M | $2.19M | $344,448.06 | 18.66% |
Kevin Gray Lodestar Private Asset Management LLC | 22,138 | $1.44M | $2.12M | $683,477.53 | 47.53% |
Andy Peters Goldstein Advisors LLC | 3,250 | $258,232.7 | $311,480 | $53,247.3 | 20.62% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 540 | $44,349.93 | $51,753.6 | $7,403.67 | 16.69% |
| DS David Stevens Stevens Capital Partners | 23,051 | $1.58M | $2.21M | $627,170.6 | 39.63% |
Dana Anspach Sensible Money LLC | 3,864 | $250,078.19 | $370,403.04 | $120,324.85 | 48.11% |
| JM Jarrod Musick Destiny Capital Corp./ Co. | 3,064 | $198,845.92 | $293,715.04 | $94,869.12 | 47.71% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 25,556 | $1.75M | $2.45M | $696,986.96 | 39.76% |