| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gregory Bosch Strategies Wealth Advisors, LLC | 1,409 | $208,212 | $213,703.03 | $5,491.03 | 2.64% |
Alexandra Stickelman Root Financial Partners, LLC | 2,635 | $330,721.64 | $389,558.4 | $58,836.76 | 17.79% |
Able Financial Group LLC ABLE Financial Group, LLC | 1,573 | $208,422.5 | $232,552.32 | $24,129.82 | 11.58% |
Courtney Holt Compound Planning, Inc. | 7,619 | $921,234.77 | $1.13M | $205,158.19 | 22.27% |
Katherine Stoner Empower Advisory Group, LLC | 1,616 | $170,252.22 | $243,272.64 | $73,020.42 | 42.89% |
Scott Kapusta First County Bank /CT/ | 1,696 | $209,659.92 | $250,736.64 | $41,076.72 | 19.59% |
Megan J. Lottier Rockwood Wealth Management, LLC | 2,333 | $254,858.14 | $344,910.72 | $90,052.58 | 35.33% |
Alyssa Lorenz Corundum Trust Company, INC | 13,166 | $1.41M | $1.95M | $535,987.96 | 38% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,038 | $252,166.1 | $301,297.92 | $49,131.82 | 19.48% |
Annmarie Young KPP Advisory Services LLC | 2,618 | $313,415.64 | $387,045.12 | $73,629.48 | 23.49% |
Thomas Dobbins New Republic Capital, LLC | 33 | $4,875 | $4,861.72 | -$13.28 | -0.27% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 278,506 | $32.08M | $41.17M | $9.09M | 28.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,515 | $2.48M | $2.74M | $258,417.44 | 10.42% |
Kevin Orr Centennial Bank/AR/ | 450 | $45,360.22 | $67,689 | $22,328.78 | 49.23% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,020 | $768,399.21 | $889,996.8 | $121,597.59 | 15.82% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 36,753 | $3.78M | $5.43M | $1.66M | 43.87% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,910 | $238,673.46 | $282,374.4 | $43,700.94 | 18.31% |
Kevin Bresler TD Waterhouse Canada Inc. | 40 | $4,538.4 | $5,913.6 | $1,375.2 | 30.3% |
| AK Alisha Kamadia United Community Bank | 818 | $82,561.02 | $123,141.72 | $40,580.7 | 49.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,426 | $2.25M | $2.72M | $473,632.84 | 21.05% |