| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 12,041 | $1.45M | $1.95M | $497,746.89 | 34.27% |
Jonathan Straus Commons Capital LLC | 1,650 | $260,749.5 | $267,234.02 | $6,484.52 | 2.49% |
Missy Straw Nilsine Partners LLC | 10,137 | $1.32M | $1.64M | $325,065.73 | 24.69% |
Dalila Toledo Ascent Group LLC | 16,334 | $1.82M | $2.65M | $828,374.92 | 45.59% |
| EM Erin Mccann Simplicity Wealth LLC | 86,122 | $12.08M | $14.24M | $2.15M | 17.83% |
Robert Glass AlphaCentric Advisors LLC | 3,106 | $341,599.71 | $503,047.79 | $161,448.08 | 47.26% |
Michael Byun SageView Advisory Group LLC | 21,307 | $2.73M | $3.53M | $795,631.97 | 29.11% |
Daniel Bennett APS Management Group Inc. | 13,686 | $1.93M | $2.22M | $287,340.68 | 14.89% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 68,544 | $7.89M | $11.1M | $3.22M | 40.78% |
David T. Morgan High Net Worth Advisory Group LLC | 104,430 | $10.94M | $16.91M | $5.97M | 54.55% |
Jason Matthews Kfg Wealth Management LLC | 1,801 | $240,608.97 | $291,689.98 | $51,081.01 | 21.23% |
Samuel Miller Kraft, Davis & Associates LLC | 2,442 | $280,233.77 | $395,506.34 | $115,272.57 | 41.13% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,277 | $201,804.31 | $206,822.93 | $5,018.62 | 2.49% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 580 | $75,233.6 | $93,936.81 | $18,703.21 | 24.86% |
Jaimie Palmer Beacon Capital Management LLC | 1,616 | $191,460.05 | $261,727.38 | $70,267.33 | 36.7% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 1,646 | $211,017.2 | $266,586.18 | $55,568.98 | 26.33% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,941 | $238,468.73 | $314,364.38 | $75,895.65 | 31.83% |
Adam Grossman Mayport LLC | 9,254 | $1.06M | $1.53M | $474,203.78 | 44.8% |
| DW Darren Woolson Asset Allocation Strategies LLC | 104,832 | $12.27M | $17.46M | $5.19M | 42.33% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 2,797 | $372,868 | $453,002.15 | $80,134.15 | 21.49% |