| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 4,695 | $121,079.73 | $139,112.85 | $18,033.12 | 14.89% |
| EM Erin Mccann Simplicity Wealth LLC | 93,798 | $2.72M | $2.77M | $55,340.82 | 2.04% |
Michael Byun SageView Advisory Group LLC | 124,386 | $2.83M | $3.65M | $810,908.93 | 28.61% |
| KB Kimberly Byrne Bill Few Associates Inc. | 15,426 | $232,857.17 | $455,067 | $222,209.83 | 95.43% |
Owen Schrum Schrum Private Wealth Management LLC | 5,950 | $147,965.68 | $176,387.75 | $28,422.07 | 19.21% |
Brian Clay Clay Northam Wealth Management LLC | 19,986 | $376,316.39 | $592,484.97 | $216,168.58 | 57.44% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 9,566 | $194,658.53 | $282,579.64 | $87,921.11 | 45.17% |
Thomas Mason Mason & Associates Inc. | 34,140 | $639,877.98 | $1.01M | $369,983.22 | 57.82% |
Kristofer Gray Integrity Financial Corp. /WA | 1,427 | $33,997.19 | $41,990.47 | $7,993.28 | 23.51% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5 | $125.5 | $146.35 | $20.85 | 16.61% |
Jaimie Palmer Beacon Capital Management LLC | 33,208 | $842,977.33 | $983,288.88 | $140,311.55 | 16.64% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 22,072 | $414,604.15 | $654,214.08 | $239,609.93 | 57.79% |
Luther Hartwell Hodges Waycross Investment Management Co. | 39,719 | $595,284.27 | $1.17M | $575,830.44 | 96.73% |
Adam Grossman Mayport LLC | 13,698 | $343,819.8 | $405,460.8 | $61,641 | 17.93% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 8,804 | $152,336.8 | $259,629.96 | $107,293.16 | 70.43% |
Mark Astrinos Libra Wealth LLC | 694,982 | $13.31M | $20.54M | $7.23M | 54.33% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 16,412 | $478,537.76 | $482,169.79 | $3,632.03 | 0.76% |
Jim Clark Worth Asset Management LLC | 25,075 | $608,678.11 | $739,712.5 | $131,034.39 | 21.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 221,297 | $4.32M | $6.56M | $2.24M | 51.72% |
Ryan Cahill Cahill Wealth Management LLC | 55,453 | $1.04M | $1.64M | $596,684.56 | 57.33% |