| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 28,617 | $7.53M | $10.09M | $2.56M | 33.97% |
| EM Erin Mccann Simplicity Wealth LLC | 51,056 | $16.86M | $18.39M | $1.53M | 9.07% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 770 | $342,439.85 | $277,284.7 | -$65,155.15 | -19.03% |
| YH Yanjuan Huang Vienna Asset Management LLC | 49,613 | $13.63M | $17.87M | $4.24M | 31.15% |
Patrick O'Connell Security Financial Services Inc. | 1,715 | $506,241.7 | $617,042.59 | $110,800.89 | 21.89% |
Jason DeBerry BancFirst Trust & Investment Management | 1,357 | $430,832.39 | $488,669.27 | $57,836.88 | 13.42% |
Michael Byun SageView Advisory Group LLC | 15,581 | $4.4M | $5.5M | $1.1M | 25.08% |
Nicole Goff Retirement Solution LLC | 1,806 | $486,611.13 | $652,905.12 | $166,293.99 | 34.17% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,665 | $426,354.18 | $611,321.4 | $184,967.22 | 43.38% |
Nichole Raftopoulos Nvest Financial LLC | 1,746 | $706,792.98 | $643,409.73 | -$63,383.25 | -8.97% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 1,710 | $607,683 | $615,369.15 | $7,686.15 | 1.26% |
Brian Clay Clay Northam Wealth Management LLC | 12,324 | $3.89M | $4.48M | $590,790.35 | 15.2% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 608 | $193,137.28 | $220,363.52 | $27,226.24 | 14.1% |
Chad Soukup jvl associates LLC | 1,644 | $477,491.94 | $594,338.88 | $116,846.94 | 24.47% |
James Peterson Nearwater Capital Markets Ltd. | 332,000 | $139.64M | $120.38M | -$19.26M | -13.79% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 924 | $410,871.57 | $325,137.12 | -$85,734.45 | -20.87% |
Thomas Mason Mason & Associates Inc. | 18,813 | $5.88M | $6.84M | $966,255.39 | 16.45% |
Kristofer Gray Integrity Financial Corp. /WA | 2,420 | $768,075.11 | $863,988.4 | $95,913.29 | 12.49% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,310 | $764,545.55 | $835,942.8 | $71,397.25 | 9.34% |
Jesse Rodrigue Fortune 45 LLC | 1,330 | $449,432.29 | $477,736 | $28,303.71 | 6.3% |