| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT Derek Tinnin Altiora Financial Group, LLC | 7,831 | $1.09M | $1.75M | $659,097.33 | 60.3% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 3,865 | $605,760.16 | $864,793.75 | $259,033.59 | 42.76% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,685 | $307,380.88 | $377,389.45 | $70,008.57 | 22.78% |
Thomas Dobbins New Republic Capital, LLC | 14 | $2,537 | $3,134.6 | $597.6 | 23.56% |
Berkeley Harrison Sterling Financial Group, Inc. | 8,545 | $1.18M | $1.91M | $728,290.35 | 61.46% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 2,278 | $377,360.54 | $506,490.52 | $129,129.98 | 34.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 20,285 | $3.63M | $4.51M | $880,419.21 | 24.26% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 2,321 | $360,521.05 | $519,671.88 | $159,150.83 | 44.14% |
Dina Fliss Global View Capital Management LLC | 1,085 | $205,705 | $242,931.49 | $37,226.49 | 18.1% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1,665 | $276,308.77 | $368,939.02 | $92,630.25 | 33.52% |
Kevin Orr Centennial Bank/AR/ | 2,355 | $331,999.14 | $527,260.95 | $195,261.81 | 58.81% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,802 | $688,776.01 | $843,321.62 | $154,545.61 | 22.44% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 66,970 | $11.83M | $14.99M | $3.17M | 26.76% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,543 | $1.45M | $2.14M | $690,380.55 | 47.66% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,229 | $362,294.85 | $499,050.81 | $136,755.96 | 37.75% |
William Ertel Tassel Capital Management, Inc. | 2,143 | $351,933.5 | $479,796.27 | $127,862.77 | 36.33% |
Kevin Bresler TD Waterhouse Canada Inc. | 32,249 | $5.18M | $7.23M | $2.05M | 39.62% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,995 | $309,883.34 | $447,139.35 | $137,256.01 | 44.29% |
| AK Alisha Kamadia United Community Bank | 273 | $45,332 | $61,187.49 | $15,855.49 | 34.98% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,201 | $367,412.18 | $493,310.13 | $125,897.95 | 34.27% |