| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 34,917 | $1.44M | $1.89M | $451,502.1 | 31.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 52,598 | $2.52M | $2.84M | $310,931.86 | 12.32% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 58,118 | $2.22M | $3.15M | $934,020.14 | 42.14% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 120,872 | $5.45M | $6.52M | $1.08M | 19.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,329 | $289,014.9 | $397,744.83 | $108,729.93 | 37.62% |
James Rankin Modern Wealth Management, LLC | 19,293 | $828,519.1 | $1.05M | $218,319.08 | 26.35% |
Angela Kelley HTLF Bank | 20,026 | $742,990.36 | $1.08M | $341,918.19 | 46.02% |
Amir Har-El Savvy Advisors, Inc. | 6,482 | $272,625.67 | $351,259.58 | $78,633.91 | 28.84% |
Cindi Hill Keener Financial Planning LLC | 5,796 | $233,013.72 | $313,998.3 | $80,984.58 | 34.76% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 26,328 | $1.03M | $1.42M | $396,581.22 | 38.57% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,580 | $70,596.64 | $85,177.8 | $14,581.16 | 20.65% |
Chandler te Velde Maia Wealth LLC | 10,379 | $379,488.99 | $559,947.05 | $180,458.06 | 47.55% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 14,892 | $521,534.26 | $800,593.92 | $279,059.66 | 53.51% |
Alan Gilmore Private Wealth Management Group, LLC | 15,193 | $581,799.34 | $824,524.11 | $242,724.77 | 41.72% |
Jennifer Lutz Trademark Financial Management, LLC | 9,116 | $361,801.19 | $494,543 | $132,741.81 | 36.69% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 54,965 | $2.06M | $2.98M | $918,587.92 | 44.5% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,662 | $410,882.56 | $465,365.95 | $54,483.39 | 13.26% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,018 | $177,951.82 | $218,016.68 | $40,064.86 | 22.51% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 181 | $6,079.79 | $9,822.87 | $3,743.08 | 61.57% |
Michael Dziura Westfuller Advisors, LLC | 1,965 | $86,155.25 | $105,569.62 | $19,414.37 | 22.53% |