| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 75,189 | $4.53M | $6.53M | $2M | 44.1% |
Owen Schrum Schrum Private Wealth Management LLC | 4,051 | $283,797.18 | $351,748.33 | $67,951.15 | 23.94% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 30,569 | $2.36M | $2.59M | $228,153.32 | 9.68% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 4,265 | $241,836.92 | $360,776.35 | $118,939.43 | 49.18% |
David T. Morgan High Net Worth Advisory Group LLC | 13,124 | $898,154.57 | $1.11M | $212,004.59 | 23.6% |
Samuel Miller Kraft, Davis & Associates LLC | 4,733 | $247,520.31 | $400,364.47 | $152,844.16 | 61.75% |
Kristen Williams Athena Investment Management | 8,277 | $616,228.14 | $714,470.64 | $98,242.5 | 15.94% |
Allison Brooke Blake WorthPointe LLC | 4,705 | $277,898.41 | $397,995.95 | $120,097.54 | 43.22% |
Jaimie Palmer Beacon Capital Management LLC | 10,691 | $814,484.11 | $904,351.69 | $89,867.58 | 11.03% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 3,730 | $257,705.7 | $315,520.7 | $57,815 | 22.43% |
Luther Hartwell Hodges Waycross Investment Management Co. | 8,144 | $637,699.92 | $688,900.96 | $51,201.04 | 8.03% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 9,928 | $576,329.44 | $839,809.52 | $263,480.08 | 45.72% |
Adam Grossman Mayport LLC | 79,824 | $5.25M | $6.96M | $1.71M | 32.66% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 10,865 | $752,264.73 | $919,070.35 | $166,805.62 | 22.17% |
Bryan Kupchik Capstone Wealth Management Group LLC | 2,672 | $201,709.67 | $226,024.48 | $24,314.81 | 12.05% |
Mark Astrinos Libra Wealth LLC | 5,440 | $257,904.96 | $469,580.8 | $211,675.84 | 82.08% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 35,191 | $2.65M | $2.98M | $328,597.59 | 12.41% |
Michael Topley Lansing Street Advisors | 5,019 | $319,729.21 | $424,557.21 | $104,828 | 32.79% |
Mark Fiskio Empirical Asset Management LLC | 2,385 | $203,893.65 | $207,089.55 | $3,195.9 | 1.57% |
Timothy Gerlach Novem Group | 20,035 | $1.19M | $1.69M | $501,913.99 | 42.08% |