| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Skalicky INSPIRE TRUST CO, N.A. | 110,000 | $14.9M | $19M | $4.09M | 27.47% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 104 | $12,948 | $17,960.8 | $5,012.8 | 38.71% |
Kevin Orr Centennial Bank/AR/ | 500 | $64,504.56 | $88,485 | $23,980.44 | 37.18% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 290 | $38,197.07 | $51,321.3 | $13,124.23 | 34.36% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,954 | $910,742.37 | $1.2M | $290,213.43 | 31.87% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,312 | $234,323 | $226,582.4 | -$7,740.6 | -3.3% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,000 | $114,980 | $172,700 | $57,720 | 50.2% |
| AK Alisha Kamadia United Community Bank | 1,047 | $114,835.12 | $185,612.16 | $70,777.04 | 61.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 56,543 | $7.4M | $9.76M | $2.36M | 31.96% |
James Rankin Modern Wealth Management, LLC | 1,678 | $299,691 | $299,523 | -$168 | -0.06% |
Jeff Ramsey Quotient Wealth Partners, LLC | 19,207 | $2.4M | $3.32M | $913,453.32 | 38% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,147 | $204,827 | $202,984.59 | -$1,842.41 | -0.9% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,316 | $415,558.28 | $572,673.2 | $157,114.92 | 37.81% |
Steven JE Manders BKM Wealth Management, LLC | 21,580 | $2.72M | $3.73M | $1.01M | 37.22% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,097 | $438,503.41 | $545,133.94 | $106,630.53 | 24.32% |
Dane Grouell Turning Point Benefit Group, Inc. | 1,280 | $228,608 | $221,056 | -$7,552 | -3.3% |
Joshua Stipcich Tidemark, LLC | 1,055 | $139,469.51 | $186,703.35 | $47,233.84 | 33.87% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,853 | $886,492.67 | $1.18M | $297,020.43 | 33.51% |
Dustin Schick Evergreen Private Wealth LLC | 2,062 | $265,026.55 | $356,107.4 | $91,080.85 | 34.37% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 1,247 | $222,656 | $215,356.9 | -$7,299.1 | -3.28% |