| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alicia Fuschak Avid Wealth Partners LLC | 13,596 | $4.22M | $5.23M | $1.01M | 23.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 27,833 | $9.49M | $10.7M | $1.21M | 12.76% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 3,941 | $880,379.85 | $1.52M | $638,383.02 | 72.51% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 318 | $78,676.73 | $122,221.71 | $43,544.98 | 55.35% |
Ryan Payne Payne Capital Management, LLC | 900 | $259,965 | $345,870 | $85,905 | 33.04% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,232 | $1.08M | $1.24M | $158,529.94 | 14.64% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 98 | $32,616.17 | $37,430.12 | $4,813.95 | 14.76% |
NICOLE MARTIN Arlington Trust Co LLC | 750 | $228,262.94 | $284,917.5 | $56,654.56 | 24.82% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,438 | $493,190.69 | $554,262.72 | $61,072.03 | 12.38% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,285 | $1.81M | $2.01M | $197,606.21 | 10.91% |
| AK Alisha Kamadia United Community Bank | 475 | $104,996.68 | $180,592.62 | $75,595.94 | 72% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 29,058 | $6.29M | $11.16M | $4.87M | 77.38% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,240 | $473,777 | $477,102.4 | $3,325.4 | 0.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,512 | $7.3M | $8.18M | $876,786.13 | 12.01% |
Charles Corkery PUREfi Wealth, LLC | 1,177 | $379,969.32 | $451,697.29 | $71,727.97 | 18.88% |
Mark Weber DecisionMap Wealth Management, LLC | 944 | $298,222.23 | $362,821.68 | $64,599.45 | 21.66% |
James Rankin Modern Wealth Management, LLC | 1,967 | $697,945.88 | $757,747.41 | $59,801.53 | 8.57% |
Angela Kelley HTLF Bank | 807 | $213,290 | $309,573.27 | $96,283.27 | 45.14% |
Lydia Gallas Harbour Trust & Investment Management Co | 81,530 | $18.67M | $31.33M | $12.66M | 67.8% |
Amir Har-El Savvy Advisors, Inc. | 20,131 | $6.9M | $7.74M | $833,402.7 | 12.07% |