| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 1,615 | $185,322.59 | $269,050.92 | $83,728.33 | 45.18% |
Nemes Rush Group LLC Nemes Rush Group LLC | 30 | $3,759.95 | $4,997.85 | $1,237.9 | 32.92% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,676 | $294,562.37 | $445,420.2 | $150,857.83 | 51.21% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,295 | $725,949.18 | $881,352.75 | $155,403.57 | 21.41% |
Bradley H. Owens LJI Wealth Management, LLC | 2,649 | $279,675.86 | $440,926.05 | $161,250.19 | 57.66% |
Thomas Dobbins New Republic Capital, LLC | 737 | $92,868.95 | $122,673.65 | $29,804.7 | 32.09% |
John Hayes LongView Wealth Management | 3,518 | $494,457.97 | $584,410.16 | $89,952.19 | 18.19% |
Norden Group LLC NORDEN GROUP LLC | 9,559 | $1.27M | $1.59M | $323,078.2 | 25.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,878 | $2.59M | $3.14M | $542,297.27 | 20.91% |
Kevin Orr Centennial Bank/AR/ | 4,014 | $466,729.22 | $668,652.12 | $201,922.9 | 43.26% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,341 | $587,630.16 | $721,061.8 | $133,431.64 | 22.71% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 216,645 | $24.14M | $36.09M | $11.95M | 49.51% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2.78M | $325.52M | $464.19M | $138.67M | 42.6% |
| AK Alisha Kamadia United Community Bank | 541 | $67,453.83 | $90,257.73 | $22,803.9 | 33.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,774 | $790,194.54 | $963,305.29 | $173,110.75 | 21.91% |
James Rankin Modern Wealth Management, LLC | 2,060 | $273,737.47 | $343,680.1 | $69,942.63 | 25.55% |
David Vollmer PFS Partners, LLC | 19 | $2,326 | $3,169.86 | $843.86 | 36.28% |
Amir Har-El Savvy Advisors, Inc. | 3,570 | $487,498.56 | $595,404.6 | $107,906.04 | 22.13% |
United Advisor Group LLC United Advisor Group, LLC | 2,249 | $299,647.61 | $375,211.91 | $75,564.3 | 25.22% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 990 | $114,404 | $165,166.65 | $50,762.65 | 44.37% |