| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 328,566 | $37.28M | $53.77M | $16.49M | 44.22% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 17,323 | $1.87M | $2.94M | $1.07M | 57.4% |
Kevin Bresler TD Waterhouse Canada Inc. | 16,792 | $1.79M | $2.75M | $954,597.59 | 53.23% |
| AK Alisha Kamadia United Community Bank | 66 | $9,610 | $11,181.06 | $1,571.06 | 16.35% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 9,843 | $924,356.27 | $1.61M | $686,450.58 | 74.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,081 | $2.19M | $2.8M | $601,917.23 | 27.44% |
Mark Petersen Prosperitas Financial LLC | 3,422 | $460,136.97 | $575,340.86 | $115,203.89 | 25.04% |
James Rankin Modern Wealth Management, LLC | 8,581 | $1.12M | $1.46M | $339,657.05 | 30.34% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,326 | $248,471.73 | $380,649.88 | $132,178.15 | 53.2% |
Amir Har-El Savvy Advisors, Inc. | 15,000 | $2.07M | $2.45M | $385,480.51 | 18.63% |
Cindi Hill Keener Financial Planning LLC | 7,236 | $852,874.11 | $1.18M | $331,297.22 | 38.84% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,532 | $227,118.86 | $259,735.26 | $32,616.4 | 14.36% |
Steven JE Manders BKM Wealth Management, LLC | 1,900 | $199,347.24 | $310,934.98 | $111,587.74 | 55.98% |
Brad Sayre Shared Vision Wealth Group LLC | 9,789 | $1.05M | $1.6M | $555,386.47 | 53.07% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 5,308 | $557,552.45 | $868,654.15 | $311,101.7 | 55.8% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,819 | $190,849.34 | $297,679.33 | $106,829.99 | 55.98% |
Anthony Blagrove Traveka Wealth, LLC | 3,504 | $485,304.34 | $573,429.56 | $88,125.22 | 18.16% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,732 | $181,736.97 | $283,441.78 | $101,704.81 | 55.96% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 405 | $59,692.7 | $66,278.25 | $6,585.55 | 11.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,649 | $1.43M | $1.8M | $378,478.17 | 26.55% |