| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 21 | $1,178.96 | $1,801.27 | $622.31 | 52.78% |
Kevin Orr Centennial Bank/AR/ | 777 | $48,896.5 | $66,709.33 | $17,812.83 | 36.43% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 151,560 | $10.59M | $12.99M | $2.4M | 22.67% |
NICOLE MARTIN Arlington Trust Co LLC | 36 | $2,949 | $3,090.78 | $141.78 | 4.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 201,188 | $14.86M | $17.25M | $2.39M | 16.08% |
Matthew J. Syverson Sound Stewardship, LLC | 4,232 | $266,315.06 | $364,456.03 | $98,140.97 | 36.85% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 14,561 | $911,958.56 | $1.26M | $348,441.6 | 38.21% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 101 | $5,648.38 | $8,661.59 | $3,013.21 | 53.35% |
| KS Kristi Shields ROGCO, LP | 1,120 | $59,664.35 | $96,157.6 | $36,493.25 | 61.16% |
Syon Capital LLC SYON CAPITAL LLC | 8,213 | $587,994.41 | $704,332.92 | $116,338.51 | 19.79% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,423 | $117,084 | $122,378 | $5,294 | 4.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,171 | $943,154.17 | $1.3M | $357,885 | 37.95% |
Robert Shea NEOS Investment Management LLC | 32,989 | $2.24M | $2.83M | $586,299.13 | 26.14% |
James Rankin Modern Wealth Management, LLC | 8,736 | $524,618.12 | $749,184.51 | $224,566.39 | 42.81% |
Amir Har-El Savvy Advisors, Inc. | 2,664 | $218,235 | $229,130.64 | $10,895.64 | 4.99% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,389 | $245,696.55 | $290,634.88 | $44,938.33 | 18.29% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 352 | $18,580.73 | $30,275.52 | $11,694.79 | 62.94% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 131 | $10,732 | $11,267.31 | $535.31 | 4.99% |
Darin Sadow Freestone Grove Partners LP | 740,962 | $53.39M | $63.73M | $10.34M | 19.36% |
Dane Grouell Turning Point Benefit Group, Inc. | 11,691 | $755,229.79 | $1.01M | $250,313.12 | 33.14% |