| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley H. Owens LJI Wealth Management, LLC | 2,398 | $253,235.5 | $400,657.84 | $147,422.34 | 58.22% |
Thomas Dobbins New Republic Capital, LLC | 2,537 | $389,164.42 | $433,040.53 | $43,876.11 | 11.27% |
John Hayes LongView Wealth Management | 3,674 | $520,135.56 | $613,851.93 | $93,716.37 | 18.02% |
Norden Group LLC NORDEN GROUP LLC | 7,569 | $1M | $1.26M | $259,788.69 | 25.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 43,769 | $6.69M | $7.31M | $622,117.73 | 9.3% |
Kevin Orr Centennial Bank/AR/ | 2,319 | $287,075.94 | $397,175.13 | $110,099.19 | 38.35% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,341 | $587,630.16 | $725,294.29 | $137,664.13 | 23.43% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 214,090 | $23.87M | $36.67M | $12.8M | 53.6% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2.52M | $298.4M | $421.45M | $123.05M | 41.24% |
| AK Alisha Kamadia United Community Bank | 491 | $61,334.77 | $84,329.25 | $22,994.48 | 37.49% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,774 | $790,194.54 | $964,719.93 | $174,525.39 | 22.09% |
James Rankin Modern Wealth Management, LLC | 3,614 | $529,507.64 | $626,812.16 | $97,304.52 | 18.38% |
David Vollmer PFS Partners, LLC | 19 | $2,326 | $3,174.52 | $848.52 | 36.48% |
Derek Ripp Austin Wealth Management, LLC | 1,318 | $218,928 | $220,211.44 | $1,283.44 | 0.59% |
Amir Har-El Savvy Advisors, Inc. | 3,570 | $487,498.56 | $596,475.61 | $108,977.05 | 22.35% |
United Advisor Group LLC United Advisor Group, LLC | 2,364 | $318,576.6 | $394,977.12 | $76,400.52 | 23.98% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 990 | $114,404 | $165,409.2 | $51,005.2 | 44.58% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,136 | $703,747.36 | $882,108 | $178,360.64 | 25.34% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,571 | $359,049 | $429,562.69 | $70,513.69 | 19.64% |
Curtis Burkholder Bare Financial Services, Inc | 784 | $98,258.72 | $130,990.72 | $32,732 | 33.31% |