| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 7,964 | $2.8M | $3.24M | $442,082.95 | 15.81% |
Marc H. Stone Tyler-Stone Wealth Management | 1,010 | $574,098.41 | $405,313 | -$168,785.41 | -29.4% |
Stephen Dunnaway Brown Shipley& Co Ltd | 5,544 | $2.85M | $2.27M | -$574,475.74 | -20.16% |
Missy Straw Nilsine Partners LLC | 3,511 | $1.55M | $1.41M | -$143,403.01 | -9.26% |
Dalila Toledo Ascent Group LLC | 19,555 | $8.71M | $7.87M | -$837,075.72 | -9.61% |
| EM Erin Mccann Simplicity Wealth LLC | 31,667 | $11.83M | $13M | $1.16M | 9.84% |
Patrick O'Connell Security Financial Services Inc. | 489 | $203,243.07 | $195,986.31 | -$7,256.76 | -3.57% |
Michael Byun SageView Advisory Group LLC | 9,224 | $3.96M | $3.7M | -$257,921.25 | -6.52% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,771 | $700,261.1 | $700,643.02 | $381.92 | 0.05% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 9,869 | $3.62M | $4.01M | $390,713.94 | 10.79% |
Chad Soukup jvl associates LLC | 692 | $287,615.96 | $284,508.88 | -$3,107.08 | -1.08% |
James Peterson Nearwater Capital Markets Ltd. | 100,000 | $28.51M | $40.95M | $12.44M | 43.64% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 580 | $241,065.4 | $238,359.7 | -$2,705.7 | -1.12% |
Thomas Mason Mason & Associates Inc. | 2,266 | $1.1M | $902,049.28 | -$198,329.92 | -18.02% |
Kristofer Gray Integrity Financial Corp. /WA | 566 | $235,246.58 | $226,790.54 | -$8,456.04 | -3.59% |
David T. Morgan High Net Worth Advisory Group LLC | 1,751 | $689,554.93 | $703,989.55 | $14,434.62 | 2.09% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 254 | $121,596.38 | $101,790.5 | -$19,805.88 | -16.29% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 646 | $268,496.98 | $264,843.85 | -$3,653.13 | -1.36% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,511 | $715,926.92 | $607,338.89 | -$108,588.03 | -15.17% |
Adam Grossman Mayport LLC | 661 | $274,731.43 | $265,926.91 | -$8,804.52 | -3.2% |