| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 76,873 | $6.87M | $8.37M | $1.5M | 21.88% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 132 | $10,458 | $14,494.92 | $4,036.92 | 38.6% |
Kevin Orr Centennial Bank/AR/ | 350 | $23,905.1 | $37,976.75 | $14,071.65 | 58.86% |
NICOLE MARTIN Arlington Trust Co LLC | 2,310 | $271,425 | $249,618.6 | -$21,806.4 | -8.03% |
Chris Kleine Park Capital Management, LLC / WI | 2,451 | $222,869.12 | $266,399.19 | $43,530.07 | 19.53% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,344 | $1.34M | $1.8M | $451,727.94 | 33.62% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,688 | $262,369.39 | $291,661.44 | $29,292.05 | 11.16% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,760 | $574,450.17 | $624,844.8 | $50,394.63 | 8.77% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,900 | $396,786 | $428,376 | $31,590 | 7.96% |
| AK Alisha Kamadia United Community Bank | 4,183 | $312,505.88 | $451,910.4 | $139,404.52 | 44.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 170,893 | $19.46M | $18.77M | -$691,032.02 | -3.55% |
James Rankin Modern Wealth Management, LLC | 2,846 | $289,552.1 | $310,783.2 | $21,231.1 | 7.33% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,791 | $440,479.79 | $520,781.7 | $80,301.91 | 18.23% |
David Vollmer PFS Partners, LLC | 1,332 | $113,554.31 | $144,015.84 | $30,461.53 | 26.83% |
Benj Foor Frazier Financial Advisors, LLC | 481 | $48,399 | $52,046.6 | $3,647.6 | 7.54% |
Angela Kelley HTLF Bank | 3,338 | $267,503.96 | $363,541.58 | $96,037.62 | 35.9% |
Lydia Gallas Harbour Trust & Investment Management Co | 4,738 | $375,344.51 | $518,479.34 | $143,134.83 | 38.13% |
Amir Har-El Savvy Advisors, Inc. | 4,074 | $410,926.08 | $444,473.4 | $33,547.32 | 8.16% |
David W. Lewis Lewis Asset Management, LLC | 2,021 | $203,353 | $219,662.49 | $16,309.49 | 8.02% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,441 | $106,199.8 | $155,411.85 | $49,212.05 | 46.34% |