| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam K. Wright Kathleen S. Wright Associates Inc. | 12,064 | $278,820.76 | $329,829.76 | $51,009 | 18.29% |
Michael Byun SageView Advisory Group LLC | 924 | $21,366 | $24,957.24 | $3,591.24 | 16.81% |
MICHAEL DE LUZ Williams & Novak, LLC | 178,456 | $3.78M | $4.85M | $1.07M | 28.23% |
Derek Ripp Austin Wealth Management, LLC | 227,455 | $4.34M | $6.18M | $1.84M | 42.26% |
| JS Jeffrey Socha Entrewealth LLC | 73,112 | $1.45M | $1.92M | $467,824.02 | 32.25% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 203,530 | $5.09M | $5.34M | $248,367.19 | 4.88% |