| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Clancy Global Wealth Strategies & Associates | 76,299 | $13.96M | $13.42M | -$538,029.07 | -3.85% |
| WJ William Jollie Quent Capital LLC | 610 | $85,967.3 | $107,549.1 | $21,581.8 | 25.1% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 12,189 | $1.45M | $2.14M | $691,915.35 | 47.65% |
Marc H. Stone Tyler-Stone Wealth Management | 4,648 | $466,233.3 | $819,279.72 | $353,046.42 | 75.72% |
| MS Missy Straw Nilsine Partners LLC | 2,800 | $289,072 | $493,668 | $204,596 | 70.78% |
Dalila Toledo Ascent Group LLC | 8,618 | $638,883.14 | $1.52M | $880,168.63 | 137.77% |
| EM Erin Mccann Simplicity Wealth LLC | 32,445 | $3.87M | $5.72M | $1.85M | 47.82% |
Michael Byun SageView Advisory Group LLC | 4,408 | $397,062.37 | $777,174.48 | $380,112.11 | 95.73% |
| NG Nicole Goff Retirement Solution LLC | 3,422 | $461,252.26 | $603,178.83 | $141,926.57 | 30.77% |
| NR Nichole Raftopoulos Nvest Financial LLC | 5,957 | $755,400.1 | $1.05M | $294,610.5 | 39% |
Brian Clay Clay Northam Wealth Management LLC | 43,345 | $3.82M | $7.64M | $3.82M | 99.85% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 2,908 | $330,287.32 | $512,578.62 | $182,291.3 | 55.19% |
Chad Soukup jvl associates LLC | 18,970 | $943,703.08 | $3.34M | $2.4M | 254.32% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 6,439 | $547,382.19 | $1.13M | $587,588.14 | 107.35% |
| TM Thomas Mason Mason & Associates Inc. | 6,113 | $545,093.08 | $1.08M | $532,414.86 | 97.67% |
Kristofer Gray Integrity Financial Corp. /WA | 354 | $41,097.48 | $62,397.81 | $21,300.33 | 51.83% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 5,748 | $469,540.07 | $1.01M | $544,090.99 | 115.88% |
Jason Matthews Kfg Wealth Management LLC | 3,453 | $222,022.96 | $608,643.04 | $386,620.08 | 174.14% |
Mark Vicencio Lowery Thomas LLC | 8,610 | $744,787.39 | $1.52M | $772,854.26 | 103.77% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 17,444 | $2.3M | $3.08M | $773,408 | 33.6% |