| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard A. Flora Key Client Fiduciary Advisors LLC | 12,423 | $1.29M | $1.93M | $638,960.19 | 49.45% |
Jonathan Straus Commons Capital LLC | 5,617 | $466,457.96 | $873,106.48 | $406,648.52 | 87.18% |
Stephen Dunnaway Brown Shipley& Co Ltd | 1,316 | $156,673.58 | $204,559.04 | $47,885.46 | 30.56% |
Missy Straw Nilsine Partners LLC | 83,492 | $11.42M | $12.98M | $1.56M | 13.69% |
Dalila Toledo Ascent Group LLC | 66,872 | $7.85M | $10.39M | $2.55M | 32.45% |
| EM Erin Mccann Simplicity Wealth LLC | 90,679 | $11.39M | $13.75M | $2.36M | 20.7% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 13,480 | $826,042.97 | $2.1M | $1.27M | 153.66% |
Patrick O'Connell Security Financial Services Inc. | 6,767 | $621,662.51 | $1.05M | $430,199.97 | 69.2% |
Joseph J. Costigan apricus wealth LLC | 10,429 | $996,318.24 | $1.62M | $624,765.52 | 62.71% |
Jason DeBerry BancFirst Trust & Investment Management | 329,588 | $35.55M | $51.23M | $15.68M | 44.12% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 2,323 | $249,885.12 | $361,087.12 | $111,202 | 44.5% |
Michael Byun SageView Advisory Group LLC | 40,261 | $4.66M | $6.16M | $1.5M | 32.19% |
Nicole Goff Retirement Solution LLC | 3,780 | $590,126.04 | $604,006.2 | $13,880.16 | 2.35% |
| KB Kimberly Byrne Bill Few Associates Inc. | 49,366 | $4.2M | $7.67M | $3.47M | 82.74% |
Owen Schrum Schrum Private Wealth Management LLC | 6,309 | $735,793.58 | $964,930.07 | $229,136.49 | 31.14% |
Nichole Raftopoulos Nvest Financial LLC | 7,869 | $879,210.89 | $1.22M | $343,946.47 | 39.12% |
Brian Clay Clay Northam Wealth Management LLC | 2,072 | $239,536.76 | $331,084.88 | $91,548.12 | 38.22% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 2,630 | $252,133.08 | $408,807.2 | $156,674.12 | 62.14% |
Chad Soukup jvl associates LLC | 2,789 | $357,972.74 | $433,522.16 | $75,549.42 | 21.1% |
James Peterson Nearwater Capital Markets Ltd. | 453,000 | $61.93M | $72.53M | $10.59M | 17.1% |