| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen Schrum Schrum Private Wealth Management LLC | 4,889 | $367,085.64 | $550,794.74 | $183,709.1 | 50.05% |
Nichole Raftopoulos Nvest Financial LLC | 57,618 | $4.11M | $6.41M | $2.29M | 55.78% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 2,280 | $205,780.4 | $253,536 | $47,755.6 | 23.21% |
Brian Clay Clay Northam Wealth Management LLC | 8,214 | $397,045.74 | $913,396.8 | $516,351.06 | 130.05% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 50,717 | $2.56M | $5.64M | $3.08M | 120.42% |
Chad Soukup jvl associates LLC | 2,200 | $220,071.5 | $244,640 | $24,568.5 | 11.16% |
Taro Kuriyama Axq Capita LLP | 28,488 | $3.27M | $3.19M | -$76,673.44 | -2.35% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 3,251 | $220,125.21 | $361,511.2 | $141,385.99 | 64.23% |
Thomas Mason Mason & Associates Inc. | 4,933 | $379,255.08 | $548,549.6 | $169,294.52 | 44.64% |
Kristofer Gray Integrity Financial Corp. /WA | 5,074 | $630,596.72 | $564,228.8 | -$66,367.92 | -10.52% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 6,926 | $423,498.51 | $770,171.2 | $346,672.69 | 81.86% |
David T. Morgan High Net Worth Advisory Group LLC | 26,063 | $1.57M | $2.9M | $1.33M | 84.6% |
Jason Matthews Kfg Wealth Management LLC | 20,545 | $1.23M | $2.28M | $1.05M | 85.56% |
Samuel Miller Kraft, Davis & Associates LLC | 6,753 | $359,875.49 | $750,933.6 | $391,058.11 | 108.66% |
Katie Christensen iSAM Funds UKK) Ltd | 2,532 | $314,677 | $281,558.4 | -$33,118.6 | -10.52% |
Kristen Williams Athena Investment Management | 5,718 | $410,633.55 | $640,244.46 | $229,610.91 | 55.92% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,266 | $185,490.94 | $251,979.2 | $66,488.26 | 35.84% |
Jaimie Palmer Beacon Capital Management LLC | 19,367 | $1.29M | $2.15M | $863,003.14 | 66.87% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 5,076 | $364,386.73 | $564,451.2 | $200,064.47 | 54.9% |
Luther Hartwell Hodges Waycross Investment Management Co. | 12,721 | $629,565.57 | $1.41M | $785,009.63 | 124.69% |