| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 26,144 | $2.54M | $3.4M | $865,873.5 | 34.12% |
Dalila Toledo Ascent Group LLC | 37,190 | $3.46M | $4.84M | $1.39M | 40.15% |
| EM Erin Mccann Simplicity Wealth LLC | 53,267 | $4.77M | $6.84M | $2.07M | 43.45% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 7,906 | $832,185.56 | $1.03M | $197,175.64 | 23.69% |
Patrick O'Connell Security Financial Services Inc. | 3,188 | $340,817.77 | $415,077.6 | $74,259.83 | 21.79% |
Joseph J. Costigan apricus wealth LLC | 41,328 | $3.45M | $5.38M | $1.93M | 55.93% |
Michael Byun SageView Advisory Group LLC | 25,250 | $2.2M | $3.31M | $1.11M | 50.24% |
| KB Kimberly Byrne Bill Few Associates Inc. | 12,418 | $1.17M | $1.62M | $451,449.64 | 38.74% |
Owen Schrum Schrum Private Wealth Management LLC | 3,603 | $430,655.73 | $471,704.76 | $41,049.03 | 9.53% |
Nichole Raftopoulos Nvest Financial LLC | 1,745 | $209,938.89 | $227,199 | $17,260.11 | 8.22% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,105 | $279,285.9 | $404,271 | $124,985.1 | 44.75% |
Chad Soukup jvl associates LLC | 1,609 | $206,756.5 | $209,491.8 | $2,735.3 | 1.32% |
Kristofer Gray Integrity Financial Corp. /WA | 2,105 | $253,210.45 | $274,071 | $20,860.55 | 8.24% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 3,191 | $296,820.21 | $415,468.2 | $118,647.99 | 39.97% |
David T. Morgan High Net Worth Advisory Group LLC | 15,581 | $1.35M | $2.03M | $673,891.71 | 49.74% |
Jason Matthews Kfg Wealth Management LLC | 2,046 | $246,402.74 | $266,389.2 | $19,986.46 | 8.11% |
Kristen Williams Athena Investment Management | 7,598 | $638,656.79 | $975,051.34 | $336,394.55 | 52.67% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 3,432 | $299,889.82 | $446,846.4 | $146,956.58 | 49% |
Jaimie Palmer Beacon Capital Management LLC | 4,401 | $429,227.72 | $573,010.2 | $143,782.48 | 33.5% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 2,428 | $223,214.56 | $316,125.6 | $92,911.04 | 41.62% |