| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 2,402 | $350,873.56 | $482,729.94 | $131,856.38 | 37.58% |
Owen Schrum Schrum Private Wealth Management LLC | 3,822 | $324,994.5 | $765,126.18 | $440,131.68 | 135.43% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 4,580 | $346,385.4 | $911,305.5 | $564,920.1 | 163.09% |
Brian Clay Clay Northam Wealth Management LLC | 9,250 | $718,250.26 | $1.85M | $1.13M | 157.82% |
Chad Soukup jvl associates LLC | 1,094 | $204,632.7 | $218,800 | $14,167.3 | 6.92% |
James Peterson Nearwater Capital Markets Ltd. | 230,000 | $26.83M | $46.05M | $19.21M | 71.6% |
Thomas Mason Mason & Associates Inc. | 30,635 | $2.36M | $6.16M | $3.8M | 161.4% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,224 | $321,999.31 | $444,933.44 | $122,934.13 | 38.18% |
Jesse Rodrigue Fortune 45 LLC | 6,214 | $905,033.46 | $1.25M | $343,794.12 | 37.99% |
David T. Morgan High Net Worth Advisory Group LLC | 1,831 | $213,622.77 | $367,976.07 | $154,353.3 | 72.26% |
Dan Mohr Retireful LLC | 8,288 | $1.55M | $1.66M | $104,843.18 | 6.76% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,171 | $188,847.72 | $436,305.87 | $247,458.15 | 131.04% |
Jaimie Palmer Beacon Capital Management LLC | 3,016 | $281,442.63 | $629,348.72 | $347,906.09 | 123.62% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 3,430 | $416,872.39 | $687,715 | $270,842.61 | 64.97% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,487 | $442,661.38 | $700,782.39 | $258,121.01 | 58.31% |
Adam Grossman Mayport LLC | 6,573 | $808,718.18 | $1.32M | $512,257.63 | 63.34% |
| DW Darren Woolson Asset Allocation Strategies LLC | 2,981 | $308,747.67 | $622,045.27 | $313,297.6 | 101.47% |
Bryan Kupchik Capstone Wealth Management Group LLC | 5,043 | $918,813.92 | $1.01M | $90,189.52 | 9.82% |
Brian Levy West Wealth Group LLC | 1,475 | $275,898.75 | $296,430.75 | $20,532 | 7.44% |
David K. Balsdon Harvest Portfolios Group Inc. | 1.41M | $184.89M | $282.42M | $97.52M | 52.74% |