| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph J. Costigan apricus wealth LLC | 36,666 | $697,936.42 | $866,417.58 | $168,481.16 | 24.14% |
Jason DeBerry BancFirst Trust & Investment Management | 10,524 | $196,656.86 | $247,840.2 | $51,183.34 | 26.03% |
Michael Byun SageView Advisory Group LLC | 60,139 | $1.29M | $1.42M | $130,485.08 | 10.12% |
| KB Kimberly Byrne Bill Few Associates Inc. | 36,329 | $738,209.7 | $830,117.65 | $91,907.95 | 12.45% |
Taro Kuriyama Axq Capita LLP | 45,696 | $945,907 | $1.08M | $130,233.8 | 13.77% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 204,340 | $5.89M | $4.8M | -$1.08M | -18.39% |
David T. Morgan High Net Worth Advisory Group LLC | 10,204 | $189,416.81 | $241,630.72 | $52,213.91 | 27.57% |
Katie Christensen iSAM Funds UKK) Ltd | 21,800 | $451,260 | $515,679 | $64,419 | 14.28% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 17,138 | $307,937.23 | $403,856.97 | $95,919.74 | 31.15% |
Jaimie Palmer Beacon Capital Management LLC | 21,722 | $449,238.38 | $513,290.86 | $64,052.48 | 14.26% |
Adam Grossman Mayport LLC | 13,098 | $353,411.51 | $310,095.15 | -$43,316.36 | -12.26% |
| DW Darren Woolson Asset Allocation Strategies LLC | 11,371 | $192,226.17 | $268,696.73 | $76,470.56 | 39.78% |
Molly Crider Walker Asset Management LLC | 43,552 | $884,007.81 | $1.03M | $143,383.87 | 16.22% |
Brian Levy West Wealth Group LLC | 11,982 | $244,415.11 | $284,572.5 | $40,157.39 | 16.43% |
David K. Balsdon Harvest Portfolios Group Inc. | 537,023 | $11.85M | $12.7M | $846,799.23 | 7.15% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 10,329 | $285,231.04 | $244,125.91 | -$41,105.13 | -14.41% |
Christopher M. Marks Sterling Investment Counsel LLC | 21,348 | $532,081.34 | $508,082.4 | -$23,998.94 | -4.51% |
Scott Williams Investmark Advisory Group LLC | 141,844 | $2.66M | $3.35M | $690,179.29 | 25.99% |
Mark Fiskio Empirical Asset Management LLC | 10,020 | $280,793.28 | $236,522.1 | -$44,271.18 | -15.77% |
Timothy Gerlach Novem Group | 22,350 | $522,758.76 | $527,236.5 | $4,477.74 | 0.86% |