| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacqueline Washburn Vawter Financial Ltd. | 1,999 | $206,042 | $209,175.36 | $3,133.36 | 1.52% |
Alexandra Stickelman Root Financial Partners, LLC | 4,082 | $407,613.31 | $427,140.48 | $19,527.17 | 4.79% |
Courtney Holt Compound Planning, Inc. | 3,778 | $355,019 | $395,329.92 | $40,310.92 | 11.35% |
MATTHEW HALL Hill Investment Group Partners, LLC | 494,300 | $28.96M | $54.51M | $25.55M | 88.2% |
Nemes Rush Group LLC Nemes Rush Group LLC | 8,905 | $785,259.03 | $987,208.3 | $201,949.27 | 25.72% |
Megan J. Lottier Rockwood Wealth Management, LLC | 4,676 | $263,836.6 | $489,296.64 | $225,460.04 | 85.45% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,961 | $249,012.29 | $414,479.04 | $165,466.75 | 66.45% |
Carrie Miller Trellis Wealth Advisors LLC | 2,211 | $220,888.09 | $231,359.04 | $10,470.95 | 4.74% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 20,817 | $2.1M | $2.18M | $78,751.53 | 3.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 120,429 | $10.62M | $12.6M | $1.98M | 18.61% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 29,176 | $1.74M | $3.05M | $1.31M | 75.31% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,188 | $205,606.79 | $228,952.32 | $23,345.53 | 11.35% |
NICOLE MARTIN Arlington Trust Co LLC | 980 | $97,863 | $102,547.2 | $4,684.2 | 4.79% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 27,058 | $2.06M | $2.83M | $773,889.99 | 37.61% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,236 | $230,420 | $233,975.04 | $3,555.04 | 1.54% |
| KS Kristi Shields ROGCO, LP | 422 | $39,655 | $44,158.08 | $4,503.08 | 11.36% |
Kevin Bresler TD Waterhouse Canada Inc. | 91,314 | $6.54M | $9.56M | $3.02M | 46.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 42,609 | $4.25M | $4.46M | $203,666.76 | 4.79% |
Mark Petersen Prosperitas Financial LLC | 7,772 | $578,842.5 | $852,821.56 | $273,979.06 | 47.33% |
RENEE PILKENTON Exchange Bank | 8,379 | $616,661.66 | $876,778.56 | $260,116.9 | 42.18% |