| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Hart Phillips Wealth Planners LLC | 1,565 | $201,165.1 | $253,905.62 | $52,740.52 | 26.22% |
| MR Michael Radoff LGT Financial Advisors LLC | 76 | $7,012.63 | $12,373.56 | $5,360.93 | 76.45% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 3,802 | $485,193.74 | $619,003.62 | $133,809.88 | 27.58% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 45 | $5,961.06 | $7,321.5 | $1,360.44 | 22.82% |
Kevin Kroskey True Wealth Design LLC | 211 | $23,776.58 | $33,458.27 | $9,681.69 | 40.72% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 2,539 | $348,046 | $413,095.3 | $65,049.3 | 18.69% |
Alexandra Stickelman Root Financial Partners, LLC | 435 | $57,264.92 | $70,848.45 | $13,583.53 | 23.72% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 5,183 | $578,759.21 | $844,155.21 | $265,396 | 45.86% |
Nemes Rush Group LLC Nemes Rush Group LLC | 14 | $1,773.33 | $2,280.18 | $506.85 | 28.58% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,528 | $338,306.13 | $412,430.56 | $74,124.43 | 21.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 689 | $85,748.43 | $111,376.84 | $25,628.41 | 29.89% |
Mathieu Cornu Pictet Asset Management Holding SA | 9,567 | $998,397.47 | $1.56M | $562,458.58 | 56.34% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 12 | $1,312.59 | $1,912.2 | $599.61 | 45.68% |
Kevin Orr Centennial Bank/AR/ | 8,975 | $1.14M | $1.46M | $324,904.34 | 28.52% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,565 | $200,752.07 | $255,361.05 | $54,608.98 | 27.2% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 120 | $14,353.17 | $19,580.4 | $5,227.23 | 36.42% |
Kevin Bresler TD Waterhouse Canada Inc. | 893 | $118,269.07 | $146,166.24 | $27,897.17 | 23.59% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,686 | $2.62M | $3.38M | $753,063.69 | 28.72% |
Mark Petersen Prosperitas Financial LLC | 1,519 | $208,277 | $247,824.85 | $39,547.85 | 18.99% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 32 | $3,472 | $5,237.76 | $1,765.76 | 50.86% |