| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YH Yanjuan Huang Vienna Asset Management LLC | 46,452 | $12.3M | $17.96M | $5.66M | 46.04% |
| PO Patrick O'Connell Security Financial Services Inc. | 1,559 | $440,628.1 | $614,963.14 | $174,335.04 | 39.57% |
Jason DeBerry BancFirst Trust & Investment Management | 963 | $265,115.99 | $372,281.55 | $107,165.56 | 40.42% |
Michael Byun SageView Advisory Group LLC | 16,205 | $4.56M | $6.27M | $1.71M | 37.41% |
| NG Nicole Goff Retirement Solution LLC | 2,093 | $546,152.15 | $809,122.82 | $262,970.67 | 48.15% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,765 | $451,202.18 | $682,322.88 | $231,120.7 | 51.22% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 553 | $245,834.22 | $213,781.62 | -$32,052.6 | -13.04% |
| NR Nichole Raftopoulos Nvest Financial LLC | 1,633 | $659,265.18 | $631,293.63 | -$27,971.55 | -4.24% |
| EMI Edward Mahaffy III Clientfirst Wealth Management LLC | 1,710 | $607,683 | $661,060.69 | $53,377.69 | 8.78% |
Brian Clay Clay Northam Wealth Management LLC | 12,486 | $3.94M | $4.83M | $882,824.88 | 22.38% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 608 | $193,137.28 | $239,831.68 | $46,694.4 | 24.18% |
Chad Soukup jvl associates LLC | 1,501 | $426,754.11 | $580,264.39 | $153,510.28 | 35.97% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 901 | $401,197.75 | $348,313.27 | -$52,884.48 | -13.18% |
| TM Thomas Mason Mason & Associates Inc. | 18,604 | $5.79M | $7.19M | $1.4M | 24.27% |
Kristofer Gray Integrity Financial Corp. /WA | 4,196 | $1.39M | $1.62M | $228,422.63 | 16.39% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,366 | $778,394.87 | $914,660.58 | $136,265.71 | 17.51% |
Jesse Rodrigue Fortune 45 LLC | 2,437 | $836,445.49 | $942,108.13 | $105,662.64 | 12.63% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 6,982 | $1.93M | $2.7M | $776,950.59 | 40.36% |
| PP Penny Paul Andina Capital Management LLC | 2,646 | $763,900.82 | $1.02M | $259,003.62 | 33.91% |
Jason Matthews Kfg Wealth Management LLC | 3,292 | $497,512.4 | $1.27M | $775,126.08 | 155.8% |