| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John M Roach Waterway Wealth Management, LLC | 143,990 | $8.89M | $10.9M | $2.01M | 22.59% |
Denise Reinert CGC Financial Services, LLC | 7,879 | $517,058.45 | $592,028.06 | $74,969.61 | 14.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 161,853 | $10.39M | $12.16M | $1.77M | 17.02% |
Anthony Moeller MN Wealth Advisors, LLC | 5,677 | $280,576.59 | $430,884.3 | $150,307.71 | 53.57% |
Kevin Orr Centennial Bank/AR/ | 52,007 | $2.81M | $3.91M | $1.1M | 39.17% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,118 | $369,929 | $386,920.8 | $16,991.8 | 4.59% |
NICOLE MARTIN Arlington Trust Co LLC | 839 | $51,447 | $62,815.93 | $11,368.93 | 22.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 14,001 | $605,823.27 | $1.06M | $456,852.63 | 75.41% |
| KS Kristi Shields ROGCO, LP | 36 | $2,265 | $2,712.96 | $447.96 | 19.78% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,986 | $883,631.07 | $1.05M | $163,780.47 | 18.53% |
James Rankin Modern Wealth Management, LLC | 237,625 | $12.89M | $18M | $5.11M | 39.68% |
Amir Har-El Savvy Advisors, Inc. | 1.31M | $79.46M | $99.44M | $19.98M | 25.15% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 8,383 | $503,464.85 | $631,365.64 | $127,900.79 | 25.4% |
Jon Deven Mouton CAP Partners, LLC | 31,073 | $1.71M | $2.35M | $637,497.28 | 37.23% |
Taylor Wagner Valued Wealth Advisors LLC | 104 | $5,956.62 | $7,792.72 | $1,836.1 | 30.82% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1.26M | $69.34M | $94.58M | $25.24M | 36.39% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 964 | $57,864.09 | $72,406.04 | $14,541.95 | 25.13% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 9,613 | $585,329.51 | $729,674.76 | $144,345.25 | 24.66% |
Nicole Davis Northwest Financial Advisors | 3,515 | $205,034.91 | $265,769.15 | $60,734.24 | 29.62% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,174 | $262,615.32 | $312,736.95 | $50,121.63 | 19.09% |