| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 57,930 | $3.48M | $5.44M | $1.97M | 56.59% |
Matthew J. Syverson Sound Stewardship, LLC | 6,540 | $378,593.43 | $613,615.5 | $235,022.07 | 62.08% |
MICHAEL DE LUZ Williams & Novak, LLC | 28,278 | $1.84M | $2.65M | $817,375.36 | 44.52% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,130 | $271,183 | $293,703.55 | $22,520.55 | 8.3% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,201 | $164,260.54 | $206,453.8 | $42,193.26 | 25.69% |
| AK Alisha Kamadia United Community Bank | 232 | $18,516.01 | $21,794.08 | $3,278.07 | 17.7% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,024 | $196,347.77 | $283,726.8 | $87,379.03 | 44.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,356 | $377,424 | $409,202.64 | $31,778.64 | 8.42% |
Charles Corkery PUREfi Wealth, LLC | 5,143 | $341,468.23 | $482,593.4 | $141,125.17 | 41.33% |
Mark Weber DecisionMap Wealth Management, LLC | 10,787 | $726,590.01 | $1.01M | $285,608.13 | 39.31% |
James Rankin Modern Wealth Management, LLC | 98,085 | $7.55M | $9.21M | $1.66M | 21.99% |
Joseph C. Gissy Tactive Advisors, LLC | 3,894 | $253,576.81 | $365,393.49 | $111,816.68 | 44.1% |
David Vollmer PFS Partners, LLC | 21 | $1,785 | $1,972.74 | $187.74 | 10.52% |
Amir Har-El Savvy Advisors, Inc. | 100,254 | $8.49M | $9.4M | $918,792.53 | 10.83% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 84 | $5,043.53 | $7,890.96 | $2,847.43 | 56.46% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,627 | $481,704.51 | $528,600.38 | $46,895.87 | 9.74% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 280 | $24,259 | $26,265.4 | $2,006.4 | 8.27% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 17,397 | $1.18M | $1.65M | $468,390.45 | 39.6% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 9,161 | $775,620.23 | $860,584.34 | $84,964.11 | 10.95% |
Brad Sayre Shared Vision Wealth Group LLC | 18,131 | $1.39M | $1.7M | $310,865.34 | 22.37% |