| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 452,669 | $16.85M | $25.4M | $8.56M | 50.78% |
Kevin Orr Centennial Bank/AR/ | 3,035 | $166,955 | $170,369.72 | $3,414.72 | 2.05% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 8,783 | $422,728.4 | $491,628.42 | $68,900.02 | 16.3% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 118,784 | $4.05M | $6.66M | $2.62M | 64.59% |
MICHAEL DE LUZ Williams & Novak, LLC | 12,608 | $532,398.89 | $710,776 | $178,377.11 | 33.5% |
James Rankin Modern Wealth Management, LLC | 7,065 | $341,152.75 | $396,099.22 | $54,946.47 | 16.11% |
Menachem Striks Morton Capital Management LLC/CA | 4,275 | $235,150 | $241,195.5 | $6,045.5 | 2.57% |
Amir Har-El Savvy Advisors, Inc. | 322,267 | $14.52M | $18.05M | $3.53M | 24.33% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 10,158 | $381,113.77 | $569,152.74 | $188,038.97 | 49.34% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 11,150 | $482,277.98 | $626,462.75 | $144,184.77 | 29.9% |
One Degree Advisors Inc. One Degree Advisors Inc | 5,009 | $186,861.45 | $280,579.13 | $93,717.68 | 50.15% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 7,726 | $303,811.64 | $436,209.96 | $132,398.32 | 43.58% |
Setu Mazumdar Physician Wealth Solutions Inc. | 8,307 | $309,187 | $467,476.42 | $158,289.42 | 51.2% |
Taylor Wagner Valued Wealth Advisors LLC | 39,978 | $1.52M | $2.24M | $721,999.56 | 47.54% |
Mark Heider Peirce Capital Management, LLC | 178,595 | $6.77M | $10.01M | $3.24M | 47.81% |
Mark Fonville Fonville Wealth Management LLC | 55,442 | $2.06M | $3.13M | $1.06M | 51.49% |
Andy Bloom MB Generational Wealth, LLC | 12,770 | $527,555.3 | $715,183.85 | $187,628.55 | 35.57% |
Cody Gehman Stonebridge Financial Group, LLC | 5,954 | $243,638 | $334,465.95 | $90,827.95 | 37.28% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 32,970 | $1.3M | $1.85M | $546,924.37 | 42% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 17,986 | $669,438.58 | $1.01M | $337,687.49 | 50.44% |