| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph J. Costigan apricus wealth LLC | 3,272 | $232,504.08 | $260,647.52 | $28,143.44 | 12.1% |
Michael Byun SageView Advisory Group LLC | 14,853 | $1.19M | $1.18M | -$6,509.28 | -0.55% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,644 | $517,641.36 | $519,693.68 | $2,052.32 | 0.4% |
Owen Schrum Schrum Private Wealth Management LLC | 7,822 | $626,930.18 | $617,234.02 | -$9,696.16 | -1.55% |
Nichole Raftopoulos Nvest Financial LLC | 54,325 | $4M | $4.35M | $348,294.85 | 8.71% |
Brian Clay Clay Northam Wealth Management LLC | 4,631 | $430,493.46 | $365,432.21 | -$65,061.25 | -15.11% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 15,550 | $1.18M | $1.23M | $50,071 | 4.25% |
Taro Kuriyama Axq Capita LLP | 59,213 | $5.2M | $4.68M | -$518,409.81 | -9.97% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 66,033 | $4.7M | $5.22M | $515,238.19 | 10.96% |
David T. Morgan High Net Worth Advisory Group LLC | 7,645 | $645,566.24 | $611,217.75 | -$34,348.49 | -5.32% |
Jason Matthews Kfg Wealth Management LLC | 16,573 | $1.26M | $1.32M | $62,603.44 | 4.97% |
Katie Christensen iSAM Funds UKK) Ltd | 13,900 | $1.22M | $1.11M | -$109,393 | -8.97% |
Kristen Williams Athena Investment Management | 3,540 | $284,402.07 | $281,925.6 | -$2,476.47 | -0.87% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 316 | $22,789.43 | $25,174.14 | $2,384.71 | 10.46% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 11,640 | $892,874.87 | $928,755.6 | $35,880.73 | 4.02% |
Molly Crider Walker Asset Management LLC | 5,100 | $323,871.06 | $407,898 | $84,026.94 | 25.94% |
Michael Topley Lansing Street Advisors | 2,455 | $228,020.4 | $195,859.9 | -$32,160.5 | -14.1% |
Jim Clark Worth Asset Management LLC | 3,544 | $277,019.7 | $277,211.68 | $191.98 | 0.07% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 4,224 | $307,528.29 | $337,032.96 | $29,504.67 | 9.59% |
Daniel Ronan Catalyst Financial Partners LLC | 12,052 | $925,646.65 | $962,412.46 | $36,765.81 | 3.97% |