| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 450,680 | $12.42M | $22.69M | $10.27M | 82.69% |
Michael Byun SageView Advisory Group LLC | 4,369 | $185,110.92 | $220,132.06 | $35,021.14 | 18.92% |
| KB Kimberly Byrne Bill Few Associates Inc. | 4,410 | $235,802.7 | $222,065.99 | -$13,736.71 | -5.83% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 16,500 | $604,139.36 | $877,305 | $273,165.64 | 45.22% |
Kristofer Gray Integrity Financial Corp. /WA | 11,179 | $480,831.49 | $562,919.66 | $82,088.17 | 17.07% |
Jesse Rodrigue Fortune 45 LLC | 3,399 | $219,264.9 | $171,156.98 | -$48,107.92 | -21.94% |
Jason Matthews Kfg Wealth Management LLC | 9,912 | $326,841.78 | $499,119.75 | $172,277.97 | 52.71% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 800 | $24,792 | $40,308 | $15,516 | 62.58% |
| JP Jaimie Palmer Beacon Capital Management LLC | 16,583 | $1.1M | $835,534.45 | -$261,099.97 | -23.81% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 4,014 | $258,581.88 | $202,253.82 | -$56,328.06 | -21.78% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 13,270 | $327,551.76 | $668,636.82 | $341,085.06 | 104.13% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 19,070 | $516,633.39 | $989,446.95 | $472,813.56 | 91.52% |
Mark Fiskio Empirical Asset Management LLC | 97,719 | $2.76M | $4.92M | $2.16M | 78.07% |
Jim Clark Worth Asset Management LLC | 14,860 | $648,263.2 | $748,721.1 | $100,457.9 | 15.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 88,111 | $2.33M | $4.48M | $2.15M | 92.19% |
Jeffrey Gilbert Balboa Wealth Partners | 4,622 | $258,786.89 | $232,763.92 | -$26,022.97 | -10.06% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 12,400 | $804,012.28 | $624,774 | -$179,238.28 | -22.29% |
| EL Edward Lowndes Angeles Wealth Management LLC | 5,523 | $376,337.22 | $278,138.28 | -$98,198.94 | -26.09% |
Kevin Zemann WealthPlan Investment Management LLC | 4,380 | $144,245.17 | $220,576.8 | $76,331.63 | 52.92% |
Benjamin Cauley Carr Financial Group Corp. | 3,446 | $223,248.28 | $173,540.56 | -$49,707.72 | -22.27% |