| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 64,535 | $1.8M | $2.15M | $347,483.17 | 19.27% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 394,253 | $9.41M | $13.12M | $3.71M | 39.43% |
NICOLE MARTIN Arlington Trust Co LLC | 270 | $7,034 | $8,965.35 | $1,931.35 | 27.46% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,354 | $296,667.82 | $544,915.28 | $248,247.46 | 83.68% |
Syon Capital LLC SYON CAPITAL LLC | 32,592 | $646,192.35 | $1.08M | $434,069.49 | 67.17% |
Kevin Bresler TD Waterhouse Canada Inc. | 385,973 | $10.24M | $12.84M | $2.6M | 25.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 23,603 | $547,448.28 | $785,271.81 | $237,823.53 | 43.44% |
Angela Kelley HTLF Bank | 308,199 | $4.63M | $10.36M | $5.74M | 123.9% |
Amir Har-El Savvy Advisors, Inc. | 19,768 | $620,332 | $657,977.88 | $37,645.88 | 6.07% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 10,631 | $185,964.45 | $353,108.66 | $167,144.21 | 89.88% |
Jeffrey McGrath Cetera Trust Company, N.A | 17,430 | $261,798.52 | $583,207.8 | $321,409.28 | 122.77% |
Taylor Wagner Valued Wealth Advisors LLC | 297 | $4,460.94 | $9,876.73 | $5,415.79 | 121.4% |
Anthony Blagrove Traveka Wealth, LLC | 10,881 | $166,678.67 | $365,928.03 | $199,249.36 | 119.54% |
Curtis Burkholder Bare Financial Services, Inc | 652 | $17,700.12 | $21,692.04 | $3,991.92 | 22.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 42,888 | $887,453.04 | $1.42M | $537,286.32 | 60.54% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 126,050 | $2.76M | $4.19M | $1.44M | 52.13% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 400 | $7,264 | $13,384 | $6,120 | 84.25% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 33,079 | $673,966.78 | $1.11M | $432,856.56 | 64.23% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 100 | $1,816 | $3,346 | $1,530 | 84.25% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 102 | $2,686.8 | $3,430.26 | $743.46 | 27.67% |