| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 40,365 | $3.16M | $3.51M | $352,341.31 | 11.16% |
| EM Erin Mccann Simplicity Wealth LLC | 27,863 | $2.28M | $2.36M | $82,084.87 | 3.61% |
Ed West Values First Advisors Inc. | 22,449 | $1.94M | $1.95M | $9,070.6 | 0.47% |
Joseph J. Costigan apricus wealth LLC | 3,272 | $232,504.08 | $284,402.24 | $51,898.16 | 22.32% |
Michael Byun SageView Advisory Group LLC | 14,853 | $1.19M | $1.26M | $65,824.83 | 5.52% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,626 | $516,139.62 | $575,931.92 | $59,792.3 | 11.58% |
Owen Schrum Schrum Private Wealth Management LLC | 7,822 | $626,930.18 | $662,132.3 | $35,202.12 | 5.61% |
Nichole Raftopoulos Nvest Financial LLC | 54,325 | $4M | $4.72M | $722,050.85 | 18.05% |
Brian Clay Clay Northam Wealth Management LLC | 4,630 | $430,417.72 | $392,161 | -$38,256.72 | -8.89% |
Taro Kuriyama Axq Capita LLP | 59,213 | $5.2M | $5.01M | -$186,520.94 | -3.59% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 66,033 | $4.7M | $5.74M | $1.04M | 22.11% |
David T. Morgan High Net Worth Advisory Group LLC | 7,645 | $645,566.24 | $664,503.4 | $18,937.16 | 2.93% |
Jason Matthews Kfg Wealth Management LLC | 18,701 | $1.42M | $1.63M | $207,666.3 | 14.65% |
Katie Christensen iSAM Funds UKK) Ltd | 13,900 | $1.22M | $1.19M | -$27,661 | -2.27% |
Kristen Williams Athena Investment Management | 3,540 | $284,402.07 | $299,554.8 | $15,152.73 | 5.33% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 316 | $22,789.43 | $27,466.72 | $4,677.29 | 20.52% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 11,640 | $892,874.87 | $1.01M | $118,873.93 | 13.31% |
Molly Crider Walker Asset Management LLC | 5,068 | $321,447.38 | $440,510.56 | $119,063.18 | 37.04% |
| CMD Chris M. Denholm Objective Capital Management LLC | 2,349 | $218,175.12 | $204,175.08 | -$14,000.04 | -6.42% |
Michael Topley Lansing Street Advisors | 2,455 | $228,020.4 | $213,388.6 | -$14,631.8 | -6.42% |