| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 9,835 | $491,234.01 | $772,981.82 | $281,747.81 | 57.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,869 | $849,835.59 | $1.17M | $318,942.15 | 37.53% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 143,330 | $8.17M | $11.27M | $3.1M | 37.87% |
Alisha Arvold Christopher J. Hasenberg, Inc | 728 | $42,952 | $57,446.41 | $14,494.41 | 33.75% |
Thomas Dobbins New Republic Capital, LLC | 4,143 | $234,182.87 | $325,619.08 | $91,436.21 | 39.04% |
John Hayes LongView Wealth Management | 8,706 | $598,268.12 | $683,159.82 | $84,891.7 | 14.19% |
Denise Reinert CGC Financial Services, LLC | 280 | $13,703 | $22,023.4 | $8,320.4 | 60.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 480,438 | $29.95M | $37.7M | $7.75M | 25.86% |
Anthony Moeller MN Wealth Advisors, LLC | 7,639 | $484,924.97 | $600,387.2 | $115,462.23 | 23.81% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 44,934 | $2.42M | $3.53M | $1.11M | 45.88% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 2,833 | $153,048.65 | $222,659.63 | $69,610.98 | 45.48% |
Dina Fliss Global View Capital Management LLC | 4,348 | $312,598.98 | $341,731.06 | $29,132.08 | 9.32% |
Kevin Orr Centennial Bank/AR/ | 496 | $33,644 | $38,995.52 | $5,351.52 | 15.91% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 31,632 | $2.1M | $2.48M | $374,826.57 | 17.81% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 51,199 | $3.63M | $4.03M | $390,635.41 | 10.75% |
Jesse Steele Etesian Wealth Advisors, Inc. | 24,038 | $1.68M | $1.89M | $206,694.29 | 12.28% |
NICOLE MARTIN Arlington Trust Co LLC | 4,258 | $227,693.12 | $334,763.96 | $107,070.84 | 47.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4.24M | $251.59M | $333.97M | $82.37M | 32.74% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,263 | $161,601 | $178,109.41 | $16,508.41 | 10.22% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,808 | $214,952 | $220,764.96 | $5,812.96 | 2.7% |