| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 10,330 | $560,738.63 | $653,992.3 | $93,253.67 | 16.63% |
Missy Straw Nilsine Partners LLC | 3,180 | $188,319.6 | $201,977.7 | $13,658.1 | 7.25% |
Dalila Toledo Ascent Group LLC | 11,245 | $553,645.48 | $712,314.52 | $158,669.04 | 28.66% |
| EM Erin Mccann Simplicity Wealth LLC | 59,567 | $3.38M | $3.79M | $409,388.72 | 12.1% |
Christopher Schurmann Summit Investment Advisory Services LLC | 26,715 | $1.46M | $1.7M | $241,874.97 | 16.58% |
Michael Byun SageView Advisory Group LLC | 236,358 | $15.77M | $14.99M | -$789,103.4 | -5% |
| KB Kimberly Byrne Bill Few Associates Inc. | 110,717 | $5.8M | $7.1M | $1.3M | 22.46% |
Daniel Bennett APS Management Group Inc. | 5,257 | $300,722.74 | $335,002.32 | $34,279.58 | 11.4% |
Kristofer Gray Integrity Financial Corp. /WA | 31 | $2,094.36 | $1,971.13 | -$123.23 | -5.88% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 261,586 | $13.5M | $16.68M | $3.18M | 23.56% |
Samuel Miller Kraft, Davis & Associates LLC | 3,471 | $194,287.63 | $222,352.26 | $28,064.63 | 14.44% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4 | $270.24 | $253.26 | -$16.98 | -6.28% |
Allison Brooke Blake WorthPointe LLC | 12,793 | $694,247.81 | $818,496.14 | $124,248.33 | 17.9% |
Adam Grossman Mayport LLC | 3,983 | $235,873.26 | $255,828.09 | $19,954.83 | 8.46% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 43,106 | $2.37M | $2.74M | $367,250.9 | 15.47% |
Bryan Kupchik Capstone Wealth Management Group LLC | 3,433 | $187,750.77 | $218,922.41 | $31,171.64 | 16.6% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 143,428 | $6.8M | $9.21M | $2.41M | 35.41% |
Christopher M. Marks Sterling Investment Counsel LLC | 14,847 | $728,416.47 | $948,352.12 | $219,935.65 | 30.19% |
Scott Williams Investmark Advisory Group LLC | 4,534 | $192,695 | $290,357.36 | $97,662.36 | 50.68% |
Jim Clark Worth Asset Management LLC | 22,329 | $1.32M | $1.43M | $110,128.77 | 8.33% |