| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 36,656 | $3.4M | $4.01M | $603,055.6 | 17.71% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2,325 | $180,723 | $254,634 | $73,911 | 40.9% |
Kevin Orr Centennial Bank/AR/ | 50,275 | $4.11M | $5.51M | $1.4M | 34.02% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,963 | $457,283.69 | $542,530.34 | $85,246.65 | 18.64% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 329,530 | $22.82M | $36.14M | $13.32M | 58.38% |
NICOLE MARTIN Arlington Trust Co LLC | 1,653 | $165,021.09 | $181,292.77 | $16,271.68 | 9.86% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 156,840 | $13.72M | $17.23M | $3.5M | 25.53% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 176 | $15,606.26 | $19,330.96 | $3,724.7 | 23.87% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 12,448 | $1.05M | $1.37M | $312,068.36 | 29.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 24,926 | $2.15M | $2.74M | $583,130.6 | 27.07% |
| AK Alisha Kamadia United Community Bank | 5,303 | $468,143.68 | $582,455 | $114,311.32 | 24.42% |
Courtney Haddad Concurrent Investment Advisors, LLC | 230,568 | $21.94M | $25.32M | $3.38M | 15.42% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 5,920 | $481,330.23 | $650,193.6 | $168,863.37 | 35.08% |
Riley Stephenson Stephenson & Company, Inc. | 2,730 | $213,104.33 | $299,412.75 | $86,308.42 | 40.5% |
James Rankin Modern Wealth Management, LLC | 8,804 | $847,532.25 | $966,987.34 | $119,455.09 | 14.09% |
KKM Financial LLC KKM Financial LLC | 29,651 | $2.73M | $3.25M | $526,739.04 | 19.33% |
Benj Foor Frazier Financial Advisors, LLC | 314 | $30,531 | $34,488.19 | $3,957.19 | 12.96% |
Angela Kelley HTLF Bank | 4,022 | $318,048.57 | $441,756.37 | $123,707.8 | 38.9% |
Amir Har-El Savvy Advisors, Inc. | 11,181 | $1.03M | $1.23M | $198,537.89 | 19.29% |
Kevin M. Fox Fox Financial, Inc | 157,962 | $12.56M | $17.35M | $4.79M | 38.14% |