| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glas Noble Family Wealth, LLC | 1,432 | $202,628 | $229,699.96 | $27,071.96 | 13.36% |
| MN Mark Neitzel M1 Capital Management LLC | 21,904 | $3.1M | $3.53M | $429,098.91 | 13.84% |
Courtney Holt Compound Planning, Inc. | 53,150 | $7M | $8.52M | $1.52M | 21.65% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,806 | $387,216.05 | $449,801.8 | $62,585.75 | 16.16% |
Annmarie Young KPP Advisory Services LLC | 2,818 | $351,501.82 | $448,456.52 | $96,954.7 | 27.58% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,848 | $481,538.85 | $619,951.28 | $138,412.43 | 28.74% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,033 | $276,631.77 | $327,536.63 | $50,904.86 | 18.4% |
Norden Group LLC NORDEN GROUP LLC | 40,837 | $5.91M | $6.49M | $577,234.66 | 9.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 66,113 | $10.85M | $10.52M | -$328,302.78 | -3.03% |
David Skalicky INSPIRE TRUST CO, N.A. | 110,000 | $14.9M | $17.72M | $2.82M | 18.92% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 104 | $12,948 | $16,754.4 | $3,806.4 | 29.4% |
Kevin Orr Centennial Bank/AR/ | 500 | $64,504.56 | $79,675 | $15,170.44 | 23.52% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,669 | $298,083 | $267,265.31 | -$30,817.69 | -10.34% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 290 | $38,197.07 | $46,211.5 | $8,014.43 | 20.98% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,954 | $910,742.37 | $1.12M | $209,129.79 | 22.96% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,184 | $385,370.84 | $347,769.24 | -$37,601.6 | -9.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,000 | $114,980 | $161,010 | $46,030 | 40.03% |
| AK Alisha Kamadia United Community Bank | 1,047 | $114,835.12 | $166,347.36 | $51,512.24 | 44.86% |
Courtney Haddad Concurrent Investment Advisors, LLC | 58,134 | $7.68M | $9.36M | $1.68M | 21.81% |
James Rankin Modern Wealth Management, LLC | 1,678 | $299,691 | $269,075.69 | -$30,615.31 | -10.22% |