| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Kleine Park Capital Management, LLC / WI | 28,547 | $3.06M | $3.9M | $841,014.9 | 27.52% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 292,781 | $30.11M | $40.11M | $9.99M | 33.19% |
Matthew J. Syverson Sound Stewardship, LLC | 53,389 | $5.41M | $7.31M | $1.9M | 35.09% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 136,726 | $16.34M | $18.62M | $2.28M | 13.94% |
| KS Kristi Shields ROGCO, LP | 716 | $85,797.79 | $98,185.08 | $12,387.29 | 14.44% |
William Ertel Tassel Capital Management, Inc. | 3,173 | $361,975.5 | $433,701.5 | $71,726 | 19.82% |
Kevin Bresler TD Waterhouse Canada Inc. | 103,538 | $12.39M | $14.07M | $1.68M | 13.58% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 32,925 | $3.59M | $4.53M | $932,865.88 | 25.97% |
Brian Glenn Premier Path Wealth Partners, LLC | 31,943 | $3.51M | $4.34M | $827,364.25 | 23.54% |
| AK Alisha Kamadia United Community Bank | 24,222 | $2.54M | $3.29M | $746,780.36 | 29.38% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 1,414 | $209,647 | $194,608.82 | -$15,038.18 | -7.17% |
Mark Romin Lakeshore Financial Planning, Inc. | 41,524 | $4.26M | $5.67M | $1.42M | 33.33% |
Courtney Haddad Concurrent Investment Advisors, LLC | 542,141 | $68.51M | $73.68M | $5.17M | 7.55% |
RENEE PILKENTON Exchange Bank | 5,995 | $614,228.11 | $827,849.55 | $213,621.44 | 34.78% |
Charles Corkery PUREfi Wealth, LLC | 1,857 | $275,477 | $255,021.81 | -$20,455.19 | -7.43% |
Mark Weber DecisionMap Wealth Management, LLC | 11,274 | $1.24M | $1.55M | $306,683.51 | 24.67% |
Riley Stephenson Stephenson & Company, Inc. | 63,165 | $7.07M | $8.62M | $1.55M | 21.87% |
James Rankin Modern Wealth Management, LLC | 122,413 | $13.42M | $16.73M | $3.31M | 24.68% |
Menachem Striks Morton Capital Management LLC/CA | 2,217 | $262,804.68 | $305,037.03 | $42,232.35 | 16.07% |
David Vollmer PFS Partners, LLC | 87 | $9,238.41 | $11,821.99 | $2,583.58 | 27.97% |