| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Dobbins New Republic Capital, LLC | 1,052 | $101,300.07 | $118,097.52 | $16,797.45 | 16.58% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 8,826 | $782,518.48 | $968,123.94 | $185,605.46 | 23.72% |
Timothy Monaco Dechtman Wealth Management, LLC | 4,217 | $307,982.61 | $462,562.73 | $154,580.12 | 50.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 38,510 | $3.61M | $4.22M | $614,715.55 | 17.03% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2,325 | $180,723 | $255,029.25 | $74,306.25 | 41.12% |
Kevin Orr Centennial Bank/AR/ | 52,788 | $4.39M | $5.97M | $1.58M | 36% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,963 | $457,283.69 | $544,391.47 | $87,107.78 | 19.05% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 324,669 | $22.48M | $36.73M | $14.25M | 63.38% |
NICOLE MARTIN Arlington Trust Co LLC | 1,234 | $118,797 | $135,357.46 | $16,560.46 | 13.94% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 145,294 | $12.71M | $15.94M | $3.23M | 25.44% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 12,448 | $1.05M | $1.37M | $312,255.08 | 29.65% |
Kevin Bresler TD Waterhouse Canada Inc. | 25,909 | $2.26M | $2.84M | $579,581.99 | 25.62% |
| AK Alisha Kamadia United Community Bank | 5,303 | $468,143.68 | $603,852.61 | $135,708.93 | 28.99% |
Courtney Haddad Concurrent Investment Advisors, LLC | 230,568 | $21.94M | $25.29M | $3.35M | 15.27% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 5,661 | $460,330.51 | $620,955.09 | $160,624.58 | 34.89% |
Charles Corkery PUREfi Wealth, LLC | 3,738 | $412,376 | $410,021.22 | -$2,354.78 | -0.57% |
Riley Stephenson Stephenson & Company, Inc. | 2,338 | $182,634.17 | $256,455.22 | $73,821.05 | 40.42% |
James Rankin Modern Wealth Management, LLC | 12,597 | $1.27M | $1.45M | $180,400.1 | 14.25% |
KKM Financial LLC KKM Financial LLC | 29,263 | $2.69M | $3.36M | $670,401.34 | 24.93% |
Benj Foor Frazier Financial Advisors, LLC | 314 | $30,531 | $35,525.96 | $4,994.96 | 16.36% |