| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,808 | $214,952 | $220,343.76 | $5,391.76 | 2.51% |
| KS Kristi Shields ROGCO, LP | 346 | $17,192.19 | $27,150.62 | $9,958.43 | 57.92% |
Kevin Bresler TD Waterhouse Canada Inc. | 101,434 | $6.72M | $7.96M | $1.24M | 18.4% |
| AK Alisha Kamadia United Community Bank | 155 | $11,069 | $12,162.85 | $1,093.85 | 9.88% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 84,741 | $4.78M | $6.65M | $1.87M | 39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 322,068 | $22.85M | $25.27M | $2.42M | 10.6% |
Charles Corkery PUREfi Wealth, LLC | 16,561 | $1.03M | $1.3M | $267,056.21 | 25.87% |
James Rankin Modern Wealth Management, LLC | 185,208 | $12.03M | $14.53M | $2.51M | 20.85% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,253 | $206,488 | $255,262.91 | $48,774.91 | 23.62% |
Angela Kelley HTLF Bank | 653,550 | $34.06M | $51.28M | $17.22M | 50.55% |
Scott L. Comeau BCU Wealth Advisors, LLC | 20,073 | $1.18M | $1.58M | $395,636.47 | 33.54% |
Amir Har-El Savvy Advisors, Inc. | 20,388 | $1.36M | $1.6M | $243,676.35 | 17.97% |
Ann Keitner Quantum Portfolio Management LLC | 76,126 | $5.07M | $5.97M | $902,849.57 | 17.81% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,709 | $605,716.67 | $840,335.23 | $234,618.56 | 38.73% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,935 | $340,922.9 | $465,719.45 | $124,796.55 | 36.61% |
Steven D Urban Urban Financial Advisory Corp | 3,668 | $213,392.68 | $287,827.96 | $74,435.28 | 34.88% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 318,695 | $16.74M | $25.01M | $8.27M | 49.38% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 110,709 | $6.93M | $8.69M | $1.75M | 25.31% |
Jon Deven Mouton CAP Partners, LLC | 5,826 | $303,533.47 | $457,166.22 | $153,632.75 | 50.61% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,161 | $599,617.83 | $797,333.67 | $197,715.84 | 32.97% |