| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 667,694 | $21.11M | $25.55M | $4.44M | 21.03% |
Jeff Ameen Spire Wealth Management | 94,332 | $2.85M | $3.62M | $766,476.18 | 26.86% |
Amanda Hawley Atria Wealth Solutions Inc. | 46,280 | $1.41M | $1.77M | $357,695.84 | 25.41% |
Mark Mowrey Signature Resources Capital Management LLC | 464 | $16,379.75 | $17,775.84 | $1,396.09 | 8.52% |
Christopher C. Powers Farther Finance Advisors, LLC | 53,283 | $1.9M | $2.03M | $130,010.9 | 6.83% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,689 | $200,537.45 | $219,766.07 | $19,228.62 | 9.59% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12.15M | $347.85M | $464.44M | $116.6M | 33.52% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 6,591 | $243,325.73 | $251,380.74 | $8,055.01 | 3.31% |
Bradley Wilson Crews Bank & Trust | 310 | $12,016 | $11,973.75 | -$42.25 | -0.35% |