| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anthony Moeller MN Wealth Advisors, LLC | 10,142 | $694,423 | $756,187.52 | $61,764.52 | 8.89% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 254,500 | $16.77M | $18.98M | $2.2M | 13.15% |
Kevin Orr Centennial Bank/AR/ | 209 | $9,920.54 | $15,584.08 | $5,663.54 | 57.09% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 140,070 | $8.11M | $10.45M | $2.34M | 28.89% |
MICHAEL DE LUZ Williams & Novak, LLC | 8,565 | $437,157.27 | $638,649.22 | $201,491.95 | 46.09% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,802 | $862,507.57 | $1.18M | $315,294.5 | 36.56% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 40,104 | $2.04M | $2.99M | $945,538.41 | 46.24% |
Brian Glenn Premier Path Wealth Partners, LLC | 439,844 | $27.53M | $32.83M | $5.3M | 19.26% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 10,695 | $732,287 | $797,472.67 | $65,185.67 | 8.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 65,477 | $4.4M | $4.89M | $483,181.14 | 10.97% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 17,076 | $885,294.31 | $1.27M | $387,977.63 | 43.82% |
Charles Corkery PUREfi Wealth, LLC | 3,245 | $222,208 | $241,963.42 | $19,755.42 | 8.89% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 41,983 | $2.25M | $3.13M | $877,639.94 | 38.96% |
Angela Kelley HTLF Bank | 12,540 | $640,041.89 | $935,956.76 | $295,914.87 | 46.23% |
Amir Har-El Savvy Advisors, Inc. | 10,225 | $654,061.51 | $762,120.37 | $108,058.86 | 16.52% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 31,099 | $1.67M | $2.32M | $649,706.66 | 38.87% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 43,258 | $2.57M | $3.22M | $659,069.74 | 25.69% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 116 | $7,943 | $8,646.06 | $703.06 | 8.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,442 | $89,401.86 | $107,465.05 | $18,063.19 | 20.2% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 8,629 | $590,828 | $643,248.8 | $52,420.8 | 8.87% |