| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lars Phillips RAM Investment Partners, LLC | 3,335 | $199,368.1 | $261,397.3 | $62,029.2 | 31.11% |
Alisha Arvold Christopher J. Hasenberg, Inc | 3,708 | $236,237 | $289,316.7 | $53,079.7 | 22.47% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 32,969 | $2.19M | $2.58M | $388,131.49 | 17.7% |
Norden Group LLC NORDEN GROUP LLC | 4,756 | $330,181.66 | $368,138.18 | $37,956.52 | 11.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 433,745 | $29.11M | $33.51M | $4.4M | 15.11% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 40,064 | $2.28M | $3.13M | $851,518.7 | 37.35% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 719,169 | $43.07M | $55.79M | $12.73M | 29.55% |
Kevin Orr Centennial Bank/AR/ | 1,015 | $83,575 | $78,956.85 | -$4,618.15 | -5.53% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 392,045 | $24.77M | $30.56M | $5.79M | 23.36% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 35,623 | $2.93M | $2.78M | -$157,631.96 | -5.37% |
Kristy DeJarnette Financial Security Advisor, Inc. | 5,069 | $353,323.25 | $397,713.74 | $44,390.49 | 12.56% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 67,765 | $3.85M | $5.3M | $1.45M | 37.69% |
William Ertel Tassel Capital Management, Inc. | 250,557 | $16.26M | $19.52M | $3.26M | 20.07% |
| AK Alisha Kamadia United Community Bank | 270 | $18,484 | $20,922.3 | $2,438.3 | 13.19% |
Courtney Haddad Concurrent Investment Advisors, LLC | 61,310 | $4.09M | $4.76M | $666,442.48 | 16.29% |
James Rankin Modern Wealth Management, LLC | 176,436 | $11.86M | $13.76M | $1.9M | 16.05% |
Benj Foor Frazier Financial Advisors, LLC | 27 | $1,944.54 | $2,094.39 | $149.85 | 7.71% |
Angela Kelley HTLF Bank | 10,582 | $630,899.27 | $828,782.24 | $197,882.97 | 31.37% |
Amir Har-El Savvy Advisors, Inc. | 66,348 | $4.37M | $5.17M | $804,897.09 | 18.43% |
William Ramsay Financial Symmetry Inc | 8,499 | $552,321.75 | $661,817.13 | $109,495.38 | 19.82% |