| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Soukup jvl associates LLC | 2,972 | $300,297.74 | $351,825.36 | $51,527.62 | 17.16% |
Taro Kuriyama Axq Capita LLP | 28,488 | $3.27M | $3.38M | $113,056.64 | 3.46% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 3,251 | $220,125.21 | $384,268.2 | $164,142.99 | 74.57% |
Thomas Mason Mason & Associates Inc. | 4,933 | $379,255.08 | $586,928.34 | $207,673.26 | 54.76% |
Kristofer Gray Integrity Financial Corp. /WA | 5,074 | $630,596.72 | $601,446.59 | -$29,150.13 | -4.62% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 7,547 | $488,032.83 | $892,093.13 | $404,060.3 | 82.79% |
David T. Morgan High Net Worth Advisory Group LLC | 26,063 | $1.57M | $3.09M | $1.52M | 96.55% |
Jason Matthews Kfg Wealth Management LLC | 20,545 | $1.23M | $2.44M | $1.21M | 98.17% |
Samuel Miller Kraft, Davis & Associates LLC | 6,753 | $359,875.49 | $803,877.12 | $444,001.63 | 123.38% |
Kristen Williams Athena Investment Management | 5,718 | $410,633.55 | $680,727.9 | $270,094.35 | 65.78% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,266 | $185,490.94 | $269,025.86 | $83,534.92 | 45.03% |
Jaimie Palmer Beacon Capital Management LLC | 19,367 | $1.29M | $2.29M | $1M | 77.55% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 5,186 | $375,817.93 | $611,792.42 | $235,974.49 | 62.79% |
Luther Hartwell Hodges Waycross Investment Management Co. | 12,502 | $619,214.53 | $1.48M | $864,772.87 | 139.66% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 7,752 | $588,781.44 | $916,480.2 | $327,698.76 | 55.66% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 11,901 | $1.09M | $1.41M | $318,890.72 | 29.16% |
Adam Grossman Mayport LLC | 1,855 | $206,665.55 | $221,458.99 | $14,793.44 | 7.16% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 6,503 | $808,172.48 | $771,906.1 | -$36,266.38 | -4.49% |
Timothy Dempsey DHK Financial Advisors Inc. | 3,249 | $317,687.22 | $384,031.8 | $66,344.58 | 20.88% |
Bryan Kupchik Capstone Wealth Management Group LLC | 3,292 | $366,805.96 | $389,032.1 | $22,226.14 | 6.06% |