| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Dobbins New Republic Capital, LLC | 10 | $3,230 | $3,405.1 | $175.1 | 5.42% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 4,272 | $1.09M | $1.49M | $393,304.48 | 36.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 22,926 | $7.52M | $7.86M | $337,525.27 | 4.49% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 1,198 | $302,160 | $416,700.34 | $114,540.34 | 37.91% |
Dina Fliss Global View Capital Management LLC | 2,558 | $1.01M | $883,111.13 | -$124,638.87 | -12.37% |
Kevin Orr Centennial Bank/AR/ | 59 | $15,076.24 | $20,108.38 | $5,032.14 | 33.38% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,921 | $628,123.32 | $661,794.1 | $33,670.78 | 5.36% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 34,294 | $9.75M | $11.69M | $1.94M | 19.9% |
NICOLE MARTIN Arlington Trust Co LLC | 112 | $44,124 | $38,026.24 | -$6,097.76 | -13.82% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,873 | $4.95M | $6.21M | $1.26M | 25.49% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,039 | $280,382.2 | $353,847.03 | $73,464.83 | 26.2% |
William Ertel Tassel Capital Management, Inc. | 1,619 | $461,831.99 | $558,409.29 | $96,577.3 | 20.91% |
Kevin Bresler TD Waterhouse Canada Inc. | 155 | $39,094.1 | $52,518.65 | $13,424.55 | 34.34% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 146 | $32,726 | $50,391.17 | $17,665.17 | 53.98% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,920 | $504,057.43 | $650,553.6 | $146,496.17 | 29.06% |
| AK Alisha Kamadia United Community Bank | 387 | $113,410.25 | $131,222.02 | $17,811.77 | 15.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,967 | $2.06M | $2.02M | -$39,959.25 | -1.94% |
James Rankin Modern Wealth Management, LLC | 25,117 | $9.9M | $8.67M | -$1.22M | -12.37% |
KKM Financial LLC KKM Financial LLC | 1,311 | $390,546.28 | $452,570.31 | $62,024.03 | 15.88% |
David Vollmer PFS Partners, LLC | 81 | $19,104.79 | $27,516.1 | $8,411.31 | 44.03% |