| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 11,875 | $313,801.17 | $527,012.5 | $213,211.33 | 67.94% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 30,266 | $980,284.37 | $1.34M | $362,920.71 | 37.02% |
| MWS MFA Wealth Services MFA Wealth Services | 6,537 | $179,742.65 | $290,112.06 | $110,369.41 | 61.4% |
Thomas Dobbins New Republic Capital, LLC | 13,258 | $360,087.01 | $591,969.7 | $231,882.69 | 64.4% |
Elliot Kallen Prosperity Wealth Management, Inc. | 24,990 | $885,130.5 | $1.11M | $223,925.7 | 25.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 185,937 | $7.93M | $8.25M | $323,525.55 | 4.08% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 51,146 | $1.6M | $2.27M | $674,066.06 | 42.24% |
Kevin Orr Centennial Bank/AR/ | 19,867 | $820,910.94 | $886,266.87 | $65,355.93 | 7.96% |
Jon Greer GSG Advisors LLC | 5,329 | $210,595.53 | $236,127.99 | $25,532.46 | 12.12% |
Jesse Steele Etesian Wealth Advisors, Inc. | 4,828 | $205,480 | $214,266.64 | $8,786.64 | 4.28% |
NICOLE MARTIN Arlington Trust Co LLC | 1 | $28 | $44.38 | $16.38 | 58.5% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,665 | $441,851 | $473,312.7 | $31,461.7 | 7.12% |
Matthew J. Syverson Sound Stewardship, LLC | 54,469 | $1.48M | $2.42M | $936,681.18 | 63.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 130,180 | $3.84M | $5.78M | $1.93M | 50.3% |
| AK Alisha Kamadia United Community Bank | 1,884 | $47,854 | $83,480.04 | $35,626.04 | 74.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,837 | $1.08M | $1.28M | $199,314.18 | 18.45% |
James Rankin Modern Wealth Management, LLC | 16,063 | $665,480 | $718,016.1 | $52,536.1 | 7.89% |
Joseph C. Gissy Tactive Advisors, LLC | 18,358 | $656,196.32 | $814,728.04 | $158,531.72 | 24.16% |
Ann Keitner Quantum Portfolio Management LLC | 52,099 | $2.2M | $2.33M | $124,726.04 | 5.66% |
United Advisor Group LLC United Advisor Group, LLC | 7,798 | $292,678.84 | $346,075.24 | $53,396.4 | 18.24% |