| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Goff Retirement Solution LLC | 4,336 | $670,758.71 | $3.96M | $3.29M | 490.59% |
| KB Kimberly Byrne Bill Few Associates Inc. | 525 | $274,044.9 | $500,424.75 | $226,379.85 | 82.61% |
Nichole Raftopoulos Nvest Financial LLC | 3,886 | $693,068.72 | $3.55M | $2.86M | 412.55% |
Brian Clay Clay Northam Wealth Management LLC | 516 | $589,995.32 | $478,559.04 | -$111,436.28 | -18.89% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 463 | $66,319.45 | $431,164.12 | $364,844.67 | 550.13% |
Chad Soukup jvl associates LLC | 718 | $342,633.14 | $655,979.16 | $313,346.02 | 91.45% |
Taro Kuriyama Axq Capita LLP | 3,006 | $1.02M | $2.74M | $1.73M | 169.86% |
Thomas Mason Mason & Associates Inc. | 746 | $861,100.37 | $681,940.98 | -$179,159.39 | -20.81% |
Kristofer Gray Integrity Financial Corp. /WA | 519 | $599,076.53 | $474,433.47 | -$124,643.06 | -20.81% |
Jesse Rodrigue Fortune 45 LLC | 1,018 | $1.08M | $930,584.34 | -$153,697.63 | -14.18% |
Dan Mohr Retireful LLC | 3,021 | $1.25M | $2.74M | $1.49M | 119.75% |
Samuel Miller Kraft, Davis & Associates LLC | 561 | $210,755.94 | $512,826.93 | $302,070.99 | 143.33% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 179 | $206,617.92 | $163,629.27 | -$42,988.65 | -20.81% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 432 | $81,583.38 | $394,904.16 | $313,320.78 | 384.05% |
Allison Brooke Blake WorthPointe LLC | 624 | $164,515.49 | $570,417.12 | $405,901.63 | 246.73% |
Jaimie Palmer Beacon Capital Management LLC | 1,401 | $399,859.41 | $1.34M | $935,559.78 | 233.97% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 914 | $318,811.72 | $849,106 | $530,294.28 | 166.33% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,526 | $636,928.26 | $1.39M | $758,034.12 | 119.01% |
Adam Grossman Mayport LLC | 265 | $305,886.86 | $242,244.45 | -$63,642.41 | -20.81% |
Molly Crider Walker Asset Management LLC | 3,116 | $346,681.11 | $2.85M | $2.5M | 721.63% |