| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 509 | $49,491 | $55,771.13 | $6,280.13 | 12.69% |
Kure Advisory LLC Kure Advisory, LLC | 3,335 | $270,402 | $363,214.85 | $92,812.85 | 34.32% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,433 | $648,960.56 | $809,751.02 | $160,790.46 | 24.78% |
Bradley H. Owens LJI Wealth Management, LLC | 192,587 | $14.7M | $21.03M | $6.33M | 43.03% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,529 | $591,205.61 | $820,962.16 | $229,756.55 | 38.86% |
Thomas Healy PFW Advisors LLC | 177,997 | $10.26M | $19.5M | $9.25M | 90.16% |
Alisha Arvold Christopher J. Hasenberg, Inc | 241 | $21,085 | $26,269 | $5,184 | 24.59% |
Thomas Dobbins New Republic Capital, LLC | 1,052 | $101,300.07 | $114,373.44 | $13,073.37 | 12.91% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 8,826 | $782,518.48 | $965,696.79 | $183,178.31 | 23.41% |
Timothy Monaco Dechtman Wealth Management, LLC | 4,217 | $307,982.61 | $459,189.13 | $151,206.52 | 49.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 42,971 | $4.09M | $4.65M | $564,846.67 | 13.83% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2,325 | $180,723 | $254,448 | $73,725 | 40.79% |
Kevin Orr Centennial Bank/AR/ | 52,788 | $4.39M | $5.74M | $1.35M | 30.67% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 13,469 | $1.4M | $1.47M | $72,118.72 | 5.17% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 324,669 | $22.48M | $35.29M | $12.81M | 56.98% |
NICOLE MARTIN Arlington Trust Co LLC | 1,653 | $165,021.09 | $179,036.43 | $14,015.34 | 8.49% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 145,294 | $12.71M | $15.9M | $3.19M | 25.14% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 12,688 | $1.08M | $1.38M | $300,028.52 | 27.81% |
Kevin Bresler TD Waterhouse Canada Inc. | 25,909 | $2.26M | $2.84M | $576,472.91 | 25.48% |
| AK Alisha Kamadia United Community Bank | 5,303 | $468,143.68 | $574,102.78 | $105,959.1 | 22.63% |