| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 19,344 | $2.21M | $2.44M | $232,027.87 | 10.5% |
NICOLE MARTIN Arlington Trust Co LLC | 145 | $14,833.51 | $17,607.35 | $2,773.84 | 18.7% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.89M | $209.72M | $229.76M | $20.03M | 9.55% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,580 | $445,464 | $434,719.4 | -$10,744.6 | -2.41% |
| KS Kristi Shields ROGCO, LP | 188 | $16,679.19 | $22,828.84 | $6,149.65 | 36.87% |
William Ertel Tassel Capital Management, Inc. | 6,131 | $645,594.34 | $773,732.2 | $128,137.86 | 19.85% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,577 | $632,760.25 | $677,215.11 | $44,454.86 | 7.03% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 39,224 | $4.08M | $4.76M | $681,811.73 | 16.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 87,575 | $9.69M | $10.63M | $939,674.55 | 9.69% |
Charles Corkery PUREfi Wealth, LLC | 3,747 | $418,465.64 | $454,998.21 | $36,532.57 | 8.73% |
James Rankin Modern Wealth Management, LLC | 94,950 | $10.88M | $12.03M | $1.16M | 10.62% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,826 | $204,541.22 | $221,731.18 | $17,189.96 | 8.4% |
Benj Foor Frazier Financial Advisors, LLC | 393 | $38,066.63 | $49,596.6 | $11,529.97 | 30.29% |
Angela Kelley HTLF Bank | 347,309 | $33.67M | $42.17M | $8.51M | 25.26% |
Scott L. Comeau BCU Wealth Advisors, LLC | 17,889 | $1.97M | $2.17M | $198,284.61 | 10.04% |
Amir Har-El Savvy Advisors, Inc. | 464,300 | $50.96M | $56.38M | $5.42M | 10.63% |
Ann Keitner Quantum Portfolio Management LLC | 3,262 | $363,288.82 | $413,458.5 | $50,169.68 | 13.81% |
Jeff Ramsey Quotient Wealth Partners, LLC | 31,696 | $3.17M | $3.85M | $680,710.43 | 21.49% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,404 | $521,250.06 | $555,784.8 | $34,534.74 | 6.63% |
Steven D Urban Urban Financial Advisory Corp | 3,170 | $313,635.63 | $395,029.55 | $81,393.92 | 25.95% |