| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 30,323 | $2.41M | $2.62M | $209,607.91 | 8.69% |
Dalila Toledo Ascent Group LLC | 45,447 | $3.07M | $3.93M | $859,833.57 | 28.02% |
| EM Erin Mccann Simplicity Wealth LLC | 64,138 | $5.15M | $5.72M | $568,823.3 | 11.04% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 7,125 | $353,162.5 | $615,956.25 | $262,793.75 | 74.41% |
Patrick O'Connell Security Financial Services Inc. | 2,594 | $239,210.92 | $224,251.3 | -$14,959.62 | -6.25% |
Michael Byun SageView Advisory Group LLC | 7,932 | $578,747.02 | $691,948.02 | $113,201 | 19.56% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,915 | $196,786.91 | $338,451.75 | $141,664.84 | 71.99% |
James Peterson Nearwater Capital Markets Ltd. | 1M | $79.93M | $86.8M | $6.87M | 8.59% |
Taro Kuriyama Axq Capita LLP | 45,200 | $3.67M | $4.03M | $356,580.08 | 9.71% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,436 | $195,997.82 | $210,592.2 | $14,594.38 | 7.45% |
David T. Morgan High Net Worth Advisory Group LLC | 7,077 | $571,573.56 | $611,806.65 | $40,233.09 | 7.04% |
Jason Matthews Kfg Wealth Management LLC | 4,422 | $357,238.96 | $382,281.9 | $25,042.94 | 7.01% |
Kristen Williams Athena Investment Management | 5,469 | $224,537.56 | $487,670.73 | $263,133.17 | 117.19% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,234 | $91,800.36 | $106,679.3 | $14,878.94 | 16.21% |
Jaimie Palmer Beacon Capital Management LLC | 3,999 | $330,477.36 | $345,713.55 | $15,236.19 | 4.61% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 3,184 | $228,686.84 | $275,256.8 | $46,569.96 | 20.36% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,062 | $260,474.5 | $264,709.9 | $4,235.4 | 1.63% |
| DW Darren Woolson Asset Allocation Strategies LLC | 2,721 | $250,834.23 | $235,230.45 | -$15,603.78 | -6.22% |
Molly Crider Walker Asset Management LLC | 4,944 | $248,207.54 | $427,408.8 | $179,201.26 | 72.2% |
David K. Balsdon Harvest Portfolios Group Inc. | 327,226 | $21.79M | $28.29M | $6.49M | 29.8% |