| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Equita Financial Network Inc. Equita Financial Network, Inc. | 1,563 | $222,618.09 | $255,722.43 | $33,104.34 | 14.87% |
Dina Fliss Global View Capital Management LLC | 6,779 | $870,287.98 | $1.11M | $238,824.21 | 27.44% |
Kevin Orr Centennial Bank/AR/ | 1,773 | $228,043 | $300,612.15 | $72,569.15 | 31.82% |
Jon Greer GSG Advisors LLC | 32,363 | $3.69M | $5.49M | $1.8M | 48.73% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,180 | $586,239.02 | $683,889.8 | $97,650.78 | 16.66% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 454 | $74,579 | $76,975.7 | $2,396.7 | 3.21% |
NICOLE MARTIN Arlington Trust Co LLC | 3,776 | $439,116.98 | $617,791.36 | $178,674.38 | 40.69% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 46,781 | $5.71M | $7.65M | $1.94M | 33.93% |
Matthew J. Syverson Sound Stewardship, LLC | 5,652 | $483,063.77 | $924,723.72 | $441,659.95 | 91.43% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 6,293 | $754,428.05 | $1.07M | $312,550.1 | 41.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,776 | $791,401.12 | $945,011.36 | $153,610.24 | 19.41% |
| AK Alisha Kamadia United Community Bank | 1,214 | $174,139.22 | $205,857.98 | $31,718.76 | 18.21% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 3,938 | $493,574.26 | $644,296.18 | $150,721.92 | 30.54% |
Courtney Haddad Concurrent Investment Advisors, LLC | 35,142 | $4.58M | $5.75M | $1.17M | 25.64% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,435 | $578,603.38 | $725,610.35 | $147,006.97 | 25.41% |
Charles Corkery PUREfi Wealth, LLC | 3,118 | $447,744.1 | $510,135.98 | $62,391.88 | 13.93% |
Mark Weber DecisionMap Wealth Management, LLC | 2,738 | $356,335.23 | $447,964.18 | $91,628.95 | 25.71% |
Riley Stephenson Stephenson & Company, Inc. | 13,202 | $1.39M | $2.16M | $770,733.22 | 55.48% |
James Rankin Modern Wealth Management, LLC | 123,740 | $15.47M | $21.09M | $5.62M | 36.34% |
KKM Financial LLC KKM Financial LLC | 3,510 | $369,357 | $598,244.4 | $228,887.4 | 61.97% |