| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick O'Connell Security Financial Services Inc. | 1,715 | $506,241.7 | $533,725.13 | $27,483.43 | 5.43% |
Jason DeBerry BancFirst Trust & Investment Management | 1,357 | $430,832.39 | $422,311.96 | -$8,520.43 | -1.98% |
Michael Byun SageView Advisory Group LLC | 15,581 | $4.4M | $5.16M | $754,797.72 | 17.15% |
Nicole Goff Retirement Solution LLC | 1,806 | $486,611.13 | $601,054.86 | $114,443.73 | 23.52% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,765 | $451,202.18 | $549,285.63 | $98,083.45 | 21.74% |
Nichole Raftopoulos Nvest Financial LLC | 1,746 | $706,792.98 | $543,372.64 | -$163,420.34 | -23.12% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 1,710 | $607,683 | $532,169.08 | -$75,513.92 | -12.43% |
Brian Clay Clay Northam Wealth Management LLC | 12,420 | $3.92M | $4.13M | $212,671.43 | 5.42% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 608 | $193,137.28 | $189,215.67 | -$3,921.61 | -2.03% |
Chad Soukup jvl associates LLC | 1,501 | $426,754.11 | $467,126.19 | $40,372.08 | 9.46% |
James Peterson Nearwater Capital Markets Ltd. | 332,000 | $139.64M | $113.63M | -$26.01M | -18.62% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 924 | $410,871.57 | $295,245.72 | -$115,625.85 | -28.14% |
Thomas Mason Mason & Associates Inc. | 18,813 | $5.88M | $5.85M | -$20,674.78 | -0.35% |
Kristofer Gray Integrity Financial Corp. /WA | 2,420 | $768,075.11 | $753,128.18 | -$14,946.93 | -1.95% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,452 | $814,566.47 | $763,086.9 | -$51,479.57 | -6.32% |
Jesse Rodrigue Fortune 45 LLC | 2,480 | $854,531.29 | $797,444 | -$57,087.29 | -6.68% |
David T. Morgan High Net Worth Advisory Group LLC | 6,154 | $1.74M | $1.92M | $175,929.12 | 10.12% |
Jason Matthews Kfg Wealth Management LLC | 3,279 | $495,910.92 | $1.02M | $524,546.64 | 105.77% |
Samuel Miller Kraft, Davis & Associates LLC | 2,687 | $588,994.11 | $836,221.24 | $247,227.13 | 41.97% |
Mark Vicencio Lowery Thomas LLC | 947 | $245,424.52 | $294,715.86 | $49,291.34 | 20.08% |