| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MRC Martin R. Curiel MYECFO, LLC | 3,500 | $359,871.38 | $522,514.96 | $162,643.58 | 45.19% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,175 | $1.26M | $1.79M | $535,887.8 | 42.68% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,115 | $293,448.07 | $458,341.1 | $164,893.03 | 56.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 20,087 | $2.12M | $2.96M | $834,413.65 | 39.3% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 7,206 | $844,681.8 | $1.06M | $214,924.47 | 25.44% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 735 | $68,603.03 | $108,147.9 | $39,544.87 | 57.64% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 318,940 | $26.89M | $47.07M | $20.18M | 75.04% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 23,380 | $2.5M | $3.44M | $942,051.48 | 37.71% |
| KS Kristi Shields ROGCO, LP | 1,226 | $129,043.99 | $183,029.53 | $53,985.54 | 41.83% |
Kevin Bresler TD Waterhouse Canada Inc. | 296 | $29,839.76 | $43,668.88 | $13,829.12 | 46.34% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,050 | $1.98M | $2.37M | $391,762.29 | 19.83% |
James Rankin Modern Wealth Management, LLC | 19,785 | $2.3M | $2.92M | $618,629.39 | 26.91% |
Amir Har-El Savvy Advisors, Inc. | 13,227 | $1.55M | $1.95M | $398,269.81 | 25.72% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,543 | $197,577.34 | $227,037.02 | $29,459.68 | 14.91% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,890 | $205,140.96 | $282,158.08 | $77,017.12 | 37.54% |
Anthony Blagrove Traveka Wealth, LLC | 3,360 | $438,794.6 | $501,614.37 | $62,819.77 | 14.32% |
Andrea Butler Sequent Planning LLC | 1,614 | $229,817 | $240,954.04 | $11,137.04 | 4.85% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 925 | $117,947.07 | $136,109.12 | $18,162.05 | 15.4% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,774 | $178,332.03 | $261,079.58 | $82,747.55 | 46.4% |
Neil Greenspan Fielder Capital Group LLC | 2,759 | $251,207.06 | $405,959.26 | $154,752.2 | 61.6% |