| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 106,021 | $1.64M | $2.32M | $683,797.89 | 41.8% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 817,288 | $10.08M | $17.86M | $7.78M | 77.14% |
NICOLE MARTIN Arlington Trust Co LLC | 771 | $13,084 | $16,854.06 | $3,770.06 | 28.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 27,007 | $324,389.29 | $590,778.12 | $266,388.83 | 82.12% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 13,914 | $221,288.08 | $305,342.73 | $84,054.65 | 37.98% |
Syon Capital LLC SYON CAPITAL LLC | 33,982 | $526,205.16 | $741,657.15 | $215,451.99 | 40.94% |
Kevin Bresler TD Waterhouse Canada Inc. | 928,117 | $15.23M | $20.31M | $5.07M | 33.3% |
Brian Glenn Premier Path Wealth Partners, LLC | 10,106 | $118,442.32 | $221,119.28 | $102,676.96 | 86.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,534 | $388,176.03 | $493,043.92 | $104,867.89 | 27.02% |
James Rankin Modern Wealth Management, LLC | 10,292 | $182,173.84 | $224,931.66 | $42,757.82 | 23.47% |
Amir Har-El Savvy Advisors, Inc. | 22,175 | $378,868.23 | $484,634.62 | $105,766.39 | 27.92% |
Ann Keitner Quantum Portfolio Management LLC | 2,792 | $55,533 | $61,047.08 | $5,514.08 | 9.93% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 138 | $2,745 | $3,013.23 | $268.23 | 9.77% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 611 | $5,261 | $13,344.24 | $8,083.24 | 153.64% |
Jeffrey McGrath Cetera Trust Company, N.A | 33,020 | $288,390.24 | $724,623.9 | $436,233.66 | 151.27% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 10,637 | $189,848.24 | $234,864.96 | $45,016.72 | 23.71% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 13,006 | $258,689 | $285,871.88 | $27,182.88 | 10.51% |
Anthony Blagrove Traveka Wealth, LLC | 37,939 | $338,655.5 | $841,676.71 | $503,021.21 | 148.53% |
Curtis Burkholder Bare Financial Services, Inc | 1,561 | $26,952.91 | $34,123.46 | $7,170.55 | 26.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 100,440 | $1.27M | $2.2M | $931,750.19 | 73.61% |