| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,941 | $1.53M | $2.28M | $750,389.8 | 49.04% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 100 | $7,310.64 | $10,394 | $3,083.36 | 42.18% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,236 | $230,420 | $232,253.32 | $1,833.32 | 0.8% |
| KS Kristi Shields ROGCO, LP | 422 | $39,655 | $43,833.14 | $4,178.14 | 10.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 89,646 | $6.37M | $9.31M | $2.94M | 46.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 42,609 | $4.25M | $4.43M | $173,840.46 | 4.09% |
Mark Petersen Prosperitas Financial LLC | 7,725 | $573,999.14 | $802,395.75 | $228,396.61 | 39.79% |
RENEE PILKENTON Exchange Bank | 8,379 | $616,661.66 | $870,326.73 | $253,665.07 | 41.14% |
James Rankin Modern Wealth Management, LLC | 6,019 | $425,126.81 | $625,614.86 | $200,488.05 | 47.16% |
Derek Ripp Austin Wealth Management, LLC | 15,394 | $1.18M | $1.6M | $414,326.64 | 34.97% |
Amir Har-El Savvy Advisors, Inc. | 28,463 | $2.32M | $2.96M | $632,274.8 | 27.21% |
Ann Keitner Quantum Portfolio Management LLC | 2,761 | $275,713 | $286,978.34 | $11,265.34 | 4.09% |
William Ramsay Financial Symmetry Inc | 3,512 | $230,366.57 | $359,821.96 | $129,455.39 | 56.2% |
| WG William Garver Leibman Financial Services, Inc. | 54,662 | $4.46M | $5.6M | $1.14M | 25.64% |
Jon Deven Mouton CAP Partners, LLC | 9,325 | $593,666.8 | $969,240.5 | $375,573.7 | 63.26% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 6,123 | $587,618.79 | $636,424.62 | $48,805.83 | 8.31% |
Setu Mazumdar Physician Wealth Solutions Inc. | 76,304 | $5.28M | $7.92M | $2.64M | 50.09% |
Taylor Wagner Valued Wealth Advisors LLC | 159,820 | $10.37M | $16.6M | $6.22M | 60.01% |
Mark Heider Peirce Capital Management, LLC | 222,752 | $14.43M | $23.33M | $8.9M | 61.66% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 2,247 | $180,187.03 | $233,328.48 | $53,141.45 | 29.49% |