| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Certus Wealth Management LLC Certus Wealth Management, LLC | 4,251 | $424,075.64 | $701,351.23 | $277,275.59 | 65.38% |
Thomas Dobbins New Republic Capital, LLC | 719 | $85,791 | $118,602.64 | $32,811.64 | 38.25% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 5,858 | $520,260.09 | $965,017.63 | $444,757.54 | 85.49% |
Denise Reinert CGC Financial Services, LLC | 2,288 | $294,739.9 | $376,913.68 | $82,173.78 | 27.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 56,208 | $5.91M | $9.17M | $3.25M | 55.04% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 8,643 | $906,823.51 | $1.43M | $518,882.55 | 57.22% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,555 | $201,677.05 | $253,931.5 | $52,254.45 | 25.91% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 14,794 | $2.22M | $2.44M | $222,967.92 | 10.05% |
Jesse Steele Etesian Wealth Advisors, Inc. | 1,604 | $226,838 | $264,619.92 | $37,781.92 | 16.66% |
NICOLE MARTIN Arlington Trust Co LLC | 480 | $58,516.74 | $79,188 | $20,671.26 | 35.33% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 330,863 | $37.5M | $54.64M | $17.14M | 45.71% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 17,518 | $1.88M | $2.89M | $1.01M | 53.53% |
Kevin Bresler TD Waterhouse Canada Inc. | 16,540 | $1.75M | $2.73M | $977,974.15 | 55.81% |
| AK Alisha Kamadia United Community Bank | 66 | $9,610 | $10,899.57 | $1,289.57 | 13.42% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 9,843 | $924,356.27 | $1.62M | $699,492.75 | 75.67% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,081 | $2.19M | $2.82M | $627,453.49 | 28.61% |
Mark Petersen Prosperitas Financial LLC | 2,871 | $369,954.76 | $473,643.25 | $103,688.49 | 28.03% |
James Rankin Modern Wealth Management, LLC | 9,551 | $1.24M | $1.58M | $341,929.94 | 27.68% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,326 | $248,471.73 | $379,835.8 | $131,364.07 | 52.87% |
Amir Har-El Savvy Advisors, Inc. | 15,000 | $2.07M | $2.48M | $406,705.66 | 19.65% |