| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 57,236 | $25.39M | $31.86M | $6.47M | 25.5% |
| EM Erin Mccann Simplicity Wealth LLC | 25,554 | $16.47M | $15.18M | -$1.29M | -7.82% |
| YH Yanjuan Huang Vienna Asset Management LLC | 7,094 | $4.72M | $4.18M | -$537,847.08 | -11.39% |
Patrick O'Connell Security Financial Services Inc. | 1,012 | $451,970.65 | $563,390.54 | $111,419.89 | 24.65% |
Michael Byun SageView Advisory Group LLC | 15,359 | $8.7M | $9.09M | $394,114.31 | 4.53% |
Nicole Goff Retirement Solution LLC | 493 | $281,087.69 | $295,366.16 | $14,278.47 | 5.08% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,191 | $533,037.37 | $663,041.63 | $130,004.26 | 24.39% |
Nichole Raftopoulos Nvest Financial LLC | 4,571 | $2.52M | $2.54M | $24,963.74 | 0.99% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 356 | $208,441.56 | $198,188.77 | -$10,252.79 | -4.92% |
Brian Clay Clay Northam Wealth Management LLC | 6,090 | $2.01M | $3.65M | $1.64M | 81.85% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 4,930 | $1.5M | $2.74M | $1.25M | 83.13% |
Chad Soukup jvl associates LLC | 1,194 | $529,745.26 | $664,711.76 | $134,966.5 | 25.48% |
Taro Kuriyama Axq Capita LLP | 4,945 | $3.04M | $2.94M | -$100,612.37 | -3.31% |
Thomas Mason Mason & Associates Inc. | 5,858 | $3.68M | $3.26M | -$422,046.94 | -11.46% |
Kristofer Gray Integrity Financial Corp. /WA | 1,738 | $1.16M | $967,562.01 | -$192,395.07 | -16.59% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 4,572 | $1.52M | $2.55M | $1.03M | 67.44% |
Jesse Rodrigue Fortune 45 LLC | 2,819 | $1.31M | $1.66M | $343,648.06 | 26.16% |
David T. Morgan High Net Worth Advisory Group LLC | 5,004 | $2.02M | $2.79M | $764,599.6 | 37.83% |
Penny Paul Andina Capital Management LLC | 361 | $203,348 | $212,246.34 | $8,898.34 | 4.38% |
Jason Matthews Kfg Wealth Management LLC | 1,366 | $825,372.65 | $760,465.89 | -$64,906.76 | -7.86% |