| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley H. Owens LJI Wealth Management, LLC | 722,584 | $36.66M | $36.9M | $236,130.28 | 0.64% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 215,695 | $10.95M | $11.01M | $65,930.1 | 0.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 75,742 | $3.85M | $3.87M | $15,887.27 | 0.41% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 282,726 | $14.43M | $14.44M | $10,568.25 | 0.07% |
Jae Cho Marex Group plc | 85,550 | $4.36M | $4.36M | $660.09 | 0.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,511 | $484,285.92 | $485,631.67 | $1,345.75 | 0.28% |
| KS Kristi Shields ROGCO, LP | 1,888 | $96,382.33 | $96,401.28 | $18.95 | 0.02% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,584 | $131,126.85 | $131,939.04 | $812.19 | 0.62% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,602 | $742,821.95 | $745,578.13 | $2,756.18 | 0.37% |
Angela Kelley HTLF Bank | 5,900 | $301,431 | $301,254.01 | -$176.99 | -0.06% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 167 | $8,482 | $8,527.02 | $45.02 | 0.53% |
Dane Grouell Turning Point Benefit Group, Inc. | 350,665 | $17.86M | $17.9M | $44,052.55 | 0.25% |
Kent Keister Bear Mountain Capital, Inc. | 4 | $203 | $204.24 | $1.24 | 0.61% |
Joshua Stipcich Tidemark, LLC | 5,848 | $296,025.36 | $297,838.64 | $1,813.28 | 0.61% |
Jaran Day OPINICUS CAPITAL, INC. | 5,802 | $296,182.26 | $296,250.13 | $67.87 | 0.02% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 491 | $25,016 | $25,070.46 | $54.46 | 0.22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 35,301 | $1.8M | $1.8M | $538.52 | 0.03% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 7,054 | $359,711.38 | $360,177.25 | $465.87 | 0.13% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 9,730 | $495,958.72 | $496,813.81 | $855.09 | 0.17% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 13,137 | $670,654.59 | $669,330.15 | -$1,324.44 | -0.2% |