| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 6,078 | $394,575.32 | $563,977.01 | $169,401.69 | 42.93% |
NICOLE MARTIN Arlington Trust Co LLC | 744 | $48,843.61 | $68,745.6 | $19,901.99 | 40.75% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 33,171 | $2.91M | $3.12M | $206,588.82 | 7.09% |
Matthew J. Syverson Sound Stewardship, LLC | 83,425 | $5M | $7.77M | $2.77M | 55.36% |
MICHAEL DE LUZ Williams & Novak, LLC | 14,520 | $811,895.46 | $1.35M | $541,658.94 | 66.72% |
Syon Capital LLC SYON CAPITAL LLC | 11,153 | $682,466.02 | $1.04M | $361,453.66 | 52.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,969 | $144,348.49 | $181,679.63 | $37,331.14 | 25.86% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 24,116 | $1.42M | $2.25M | $831,453.51 | 58.67% |
Courtney Haddad Concurrent Investment Advisors, LLC | 79,031 | $5.67M | $7.29M | $1.62M | 28.58% |
Charles Corkery PUREfi Wealth, LLC | 3,000 | $235,980 | $279,060 | $43,080 | 18.26% |
Amir Har-El Savvy Advisors, Inc. | 67,049 | $4.2M | $6.28M | $2.08M | 49.61% |
Cindi Hill Keener Financial Planning LLC | 2,407 | $246,236.1 | $225,247.06 | -$20,989.04 | -8.52% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 27 | $2,722 | $2,488.18 | -$233.82 | -8.59% |
Owen McCabe Tyche Wealth Partners LLC | 2,944 | $301,173 | $273,173.47 | -$27,999.53 | -9.3% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,507 | $358,791 | $325,484.67 | -$33,306.33 | -9.28% |
Jonathon Gold Gold Investment Management Ltd. | 53,351 | $3.23M | $4.96M | $1.73M | 53.4% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 89,756 | $5.78M | $8.39M | $2.61M | 45.1% |
Brad Sayre Shared Vision Wealth Group LLC | 4,417 | $246,822.75 | $415,330.51 | $168,507.76 | 68.27% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 95,513 | $9.04M | $8.94M | -$99,151.48 | -1.1% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,498 | $410,819.42 | $604,119.06 | $193,299.64 | 47.05% |