| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 2,702 | $391,769.56 | $332,508.11 | -$59,261.45 | -15.13% |
Owen Schrum Schrum Private Wealth Management LLC | 3,822 | $324,994.5 | $657,384 | $332,389.5 | 102.28% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 4,580 | $346,385.4 | $563,614.79 | $217,229.39 | 62.71% |
Brian Clay Clay Northam Wealth Management LLC | 9,057 | $694,677.25 | $1.11M | $419,877.15 | 60.44% |
Thomas Mason Mason & Associates Inc. | 30,635 | $2.36M | $3.77M | $1.41M | 60.06% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,203 | $318,071.26 | $271,101.18 | -$46,970.08 | -14.77% |
Jesse Rodrigue Fortune 45 LLC | 5,841 | $835,263.81 | $925,389.63 | $90,125.82 | 10.79% |
David T. Morgan High Net Worth Advisory Group LLC | 1,831 | $213,622.77 | $225,322.86 | $11,700.09 | 5.48% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,171 | $188,847.72 | $267,163.26 | $78,315.54 | 41.47% |
Jaimie Palmer Beacon Capital Management LLC | 3,016 | $281,442.63 | $371,148.95 | $89,706.32 | 31.87% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 2,320 | $209,246.89 | $285,499.2 | $76,252.31 | 36.44% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,487 | $442,661.38 | $429,110.21 | -$13,551.17 | -3.06% |
Adam Grossman Mayport LLC | 6,573 | $808,718.18 | $1.13M | $321,837.82 | 39.8% |
| DW Darren Woolson Asset Allocation Strategies LLC | 2,816 | $289,497.14 | $346,536.95 | $57,039.81 | 19.7% |
Bryan Kupchik Capstone Wealth Management Group LLC | 5,043 | $918,813.92 | $620,591.57 | -$298,222.35 | -32.46% |
David K. Balsdon Harvest Portfolios Group Inc. | 1.05M | $143.86M | $129.65M | -$14.21M | -9.88% |
| CMD Chris M. Denholm Objective Capital Management LLC | 2,122 | $215,398.72 | $261,133.32 | $45,734.6 | 21.23% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 14,336 | $2.45M | $1.76M | -$682,223.48 | -27.89% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 1,360 | $185,395.2 | $167,361.6 | -$18,033.6 | -9.73% |
Scott Williams Investmark Advisory Group LLC | 1,855 | $249,572.4 | $319,060 | $69,487.6 | 27.84% |