| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley H. Owens LJI Wealth Management, LLC | 18,731 | $1.12M | $1.28M | $168,677.84 | 15.12% |
Jeremy Sorci Premier Financial Group | 1.18M | $66.14M | $80.79M | $14.65M | 22.15% |
Lars Phillips RAM Investment Partners, LLC | 9,732 | $427,721.24 | $665,279.52 | $237,558.28 | 55.54% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 6,746 | $265,099.14 | $460,886.72 | $195,787.58 | 73.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 332,689 | $19.81M | $22.35M | $2.54M | 12.82% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 117,220 | $5.45M | $8.01M | $2.55M | 46.78% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 131,670 | $6.89M | $8.95M | $2.06M | 29.9% |
Kevin Orr Centennial Bank/AR/ | 806 | $56,339 | $54,896.66 | -$1,442.34 | -2.56% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 10,669 | $745,763 | $723,998.34 | -$21,764.66 | -2.92% |
Kristy DeJarnette Financial Security Advisor, Inc. | 2,988 | $208,861 | $205,036.56 | -$3,824.44 | -1.83% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,004 | $279,880 | $272,011.74 | -$7,868.26 | -2.81% |
| AK Alisha Kamadia United Community Bank | 377 | $19,412 | $25,586.99 | $6,174.99 | 31.81% |
Mark Romin Lakeshore Financial Planning, Inc. | 127,537 | $5.95M | $8.66M | $2.7M | 45.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,858 | $696,927.6 | $806,047.55 | $109,119.95 | 15.66% |
Scott McMillan White Wing Wealth Management | 76,449 | $4.13M | $5.19M | $1.06M | 25.72% |
James Rankin Modern Wealth Management, LLC | 7,967 | $442,280.28 | $540,879.63 | $98,599.35 | 22.29% |
Benj Foor Frazier Financial Advisors, LLC | 3,615 | $189,978.29 | $245,693.47 | $55,715.18 | 29.33% |
Amir Har-El Savvy Advisors, Inc. | 34,582 | $2.23M | $2.35M | $114,963.12 | 5.15% |
Cindi Hill Keener Financial Planning LLC | 6,225 | $332,574.91 | $421,806 | $89,231.09 | 26.83% |
Owen McCabe Tyche Wealth Partners LLC | 42,925 | $2.56M | $2.92M | $367,321.76 | 14.37% |