| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 33,788 | $4.28M | $5.65M | $1.36M | 31.79% |
Jacob Going Alpine Bank Wealth Management | 14,212 | $1.88M | $2.36M | $477,949.09 | 25.43% |
Scott Boyce Decker Retirement Planning Inc. | 3,932 | $520,046.82 | $651,729 | $131,682.18 | 25.32% |
Brian Glas Noble Family Wealth, LLC | 16,244 | $1.73M | $2.7M | $975,208.41 | 56.53% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 861 | $100,135.37 | $143,313.45 | $43,178.08 | 43.12% |
Gregory Bosch Strategies Wealth Advisors, LLC | 2,420 | $304,857 | $403,898 | $99,041 | 32.49% |
Courtney Holt Compound Planning, Inc. | 17,084 | $2.48M | $2.84M | $358,482.28 | 14.45% |
Katherine Stoner Empower Advisory Group, LLC | 1,638 | $189,108.39 | $270,982.53 | $81,874.14 | 43.29% |
Nemes Rush Group LLC Nemes Rush Group LLC | 30 | $3,759.95 | $4,981.5 | $1,221.55 | 32.49% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,676 | $294,562.37 | $445,768.08 | $151,205.71 | 51.33% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,120 | $702,824.68 | $850,304 | $147,479.32 | 20.98% |
Bradley H. Owens LJI Wealth Management, LLC | 2,398 | $253,235.5 | $400,226.2 | $146,990.7 | 58.05% |
Thomas Dobbins New Republic Capital, LLC | 2,537 | $389,164.42 | $421,243.48 | $32,079.06 | 8.24% |
John Hayes LongView Wealth Management | 3,674 | $520,135.56 | $611,721 | $91,585.44 | 17.61% |
Norden Group LLC NORDEN GROUP LLC | 7,569 | $1M | $1.25M | $247,451.2 | 24.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 48,141 | $7.39M | $7.91M | $515,039.08 | 6.97% |
Kevin Orr Centennial Bank/AR/ | 2,319 | $287,075.94 | $384,942.4 | $97,866.46 | 34.09% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,549 | $786,466.87 | $921,661.15 | $135,194.28 | 17.19% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 214,090 | $23.87M | $35.54M | $11.67M | 48.87% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2.52M | $298.4M | $419.83M | $121.43M | 40.69% |