| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,481 | $666,899.97 | $919,632.29 | $252,732.32 | 37.9% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 831 | $267,672.65 | $308,026.78 | $40,354.13 | 15.08% |
Thomas Dobbins New Republic Capital, LLC | 10 | $3,230 | $3,790.8 | $560.8 | 17.36% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 4,272 | $1.09M | $1.58M | $491,517.8 | 45.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,447 | $6.94M | $7.95M | $1M | 14.47% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 1,198 | $302,160 | $444,062.67 | $141,902.67 | 46.96% |
Dina Fliss Global View Capital Management LLC | 2,558 | $1.01M | $948,173.89 | -$59,576.11 | -5.91% |
Kevin Orr Centennial Bank/AR/ | 59 | $15,076.24 | $23,014.13 | $7,937.89 | 52.65% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,721 | $549,331.34 | $637,923.09 | $88,591.75 | 16.13% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 34,294 | $9.75M | $13.38M | $3.63M | 37.23% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,873 | $4.95M | $6.62M | $1.68M | 33.86% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,039 | $280,382.2 | $385,126.14 | $104,743.94 | 37.36% |
William Ertel Tassel Capital Management, Inc. | 1,619 | $461,831.99 | $631,523.34 | $169,691.35 | 36.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 155 | $39,094.1 | $57,453.85 | $18,359.75 | 46.96% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 146 | $32,726 | $54,117.82 | $21,391.82 | 65.37% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,034 | $533,985.84 | $753,942.8 | $219,956.96 | 41.19% |
| AK Alisha Kamadia United Community Bank | 387 | $113,410.25 | $151,835.58 | $38,425.33 | 33.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,303 | $1.01M | $1.22M | $211,999.92 | 20.94% |
James Rankin Modern Wealth Management, LLC | 25,117 | $9.9M | $9.94M | $42,447.8 | 0.43% |
KKM Financial LLC KKM Financial LLC | 1,311 | $390,546.28 | $518,697.14 | $128,150.86 | 32.81% |