| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew J. Syverson Sound Stewardship, LLC | 22,188 | $9.85M | $17.14M | $7.29M | 74.03% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 376 | $252,324.27 | $291,460.15 | $39,135.88 | 15.51% |
MICHAEL DE LUZ Williams & Novak, LLC | 885 | $526,280.2 | $685,574.1 | $159,293.9 | 30.27% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 23,556 | $15.51M | $18.12M | $2.62M | 16.88% |
| KS Kristi Shields ROGCO, LP | 90,254 | $40.86M | $69.73M | $28.87M | 70.65% |
Michael Grossman AdviceOne Advisory Services, LLC | 855 | $530,299.43 | $661,616.1 | $131,316.67 | 24.76% |
William Ertel Tassel Capital Management, Inc. | 368 | $242,626.61 | $284,765.76 | $42,139.15 | 17.37% |
Syon Capital LLC SYON CAPITAL LLC | 55,958 | $28.64M | $43.26M | $14.63M | 51.07% |
Kevin Bresler TD Waterhouse Canada Inc. | 106,124 | $60.02M | $82.26M | $22.25M | 37.07% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 18,266 | $8.57M | $14.16M | $5.59M | 65.16% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,356 | $3.08M | $4.12M | $1.04M | 33.74% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,639 | $930,366.6 | $1.27M | $340,120.59 | 36.56% |
| AK Alisha Kamadia United Community Bank | 11,121 | $5.91M | $8.52M | $2.62M | 44.31% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 771 | $355,351.04 | $596,942.89 | $241,591.85 | 67.99% |
Mark Romin Lakeshore Financial Planning, Inc. | 80,386 | $40.72M | $62.22M | $21.51M | 52.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 199,808 | $123.2M | $154.89M | $31.69M | 25.73% |
Mark Petersen Prosperitas Financial LLC | 358 | $209,592.95 | $277,695.23 | $68,102.28 | 32.49% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 9,846 | $4.7M | $7.63M | $2.93M | 62.31% |
RENEE PILKENTON Exchange Bank | 1,068 | $615,971.53 | $827,497.08 | $211,525.55 | 34.34% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 489 | $267,592.6 | $378,701.16 | $111,108.56 | 41.52% |