| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,206 | $114,831.67 | $163,707.26 | $48,875.59 | 42.56% |
Kristy DeJarnette Financial Security Advisor, Inc. | 95,320 | $4.22M | $7.07M | $2.86M | 67.74% |
NICOLE MARTIN Arlington Trust Co LLC | 28 | $1,848 | $2,077.88 | $229.88 | 12.44% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 398,720 | $23.07M | $29.77M | $6.7M | 29.05% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 9,876 | $629,114.77 | $732,897.96 | $103,783.19 | 16.5% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,839 | $266,829.28 | $359,102.19 | $92,272.91 | 34.58% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 47,764 | $2.12M | $3.54M | $1.42M | 66.89% |
| KS Kristi Shields ROGCO, LP | 12,083 | $525,562.75 | $896,679.43 | $371,116.68 | 70.61% |
Stacey Cheek Wheelhouse Advisory Group LLC | 3,906 | $181,321.11 | $289,864.26 | $108,543.15 | 59.86% |
Michael Grossman AdviceOne Advisory Services, LLC | 3,379 | $222,957.95 | $250,755.59 | $27,797.64 | 12.47% |
Syon Capital LLC SYON CAPITAL LLC | 21,769 | $1.13M | $1.62M | $486,578.01 | 43.1% |
Florian Peters denkapparat Operations GmbH | 10,976 | $637,681.71 | $814,528.96 | $176,847.25 | 27.73% |
Kevin Bresler TD Waterhouse Canada Inc. | 110,914 | $5.3M | $8.23M | $2.93M | 55.41% |
Brian Glenn Premier Path Wealth Partners, LLC | 16,603 | $888,317.81 | $1.23M | $343,790.82 | 38.7% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,741 | $204,960.69 | $351,829.61 | $146,868.92 | 71.66% |
| AK Alisha Kamadia United Community Bank | 4,505 | $297,600.46 | $334,316.05 | $36,715.59 | 12.34% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 3,446 | $227,402 | $255,727.66 | $28,325.66 | 12.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 145,345 | $7.33M | $10.79M | $3.46M | 47.18% |
Mark Petersen Prosperitas Financial LLC | 70,377 | $3.74M | $5.22M | $1.48M | 39.59% |
Robert Shea NEOS Investment Management LLC | 251,110 | $14.01M | $18.63M | $4.63M | 33.03% |