| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 656,455 | $9.7M | $13.15M | $3.46M | 35.63% |
Thomas Dobbins New Republic Capital, LLC | 58,681 | $799,832.75 | $1.18M | $378,775.13 | 47.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 93,792 | $1.61M | $1.86M | $257,644.08 | 16.05% |
| DD Donna DiMaria OLYMPUS WEALTH MANAGEMENT, LLC | 277,415 | $3.61M | $5.59M | $1.98M | 54.8% |
Jae Cho Marex Group plc | 48,456 | $769,481 | $962,336.16 | $192,855.16 | 25.06% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12,970 | $205,964 | $257,195.1 | $51,231.1 | 24.87% |
| AK Alisha Kamadia United Community Bank | 1,848 | $24,818.46 | $37,070.88 | $12,252.42 | 49.37% |
Courtney Haddad Concurrent Investment Advisors, LLC | 149,931 | $2.53M | $3.02M | $483,229.09 | 19.09% |
Benj Foor Frazier Financial Advisors, LLC | 7 | $93.15 | $140.42 | $47.27 | 50.75% |
Ann Keitner Quantum Portfolio Management LLC | 7,467 | $118,576 | $149,788.02 | $31,212.02 | 26.32% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 32 | $508 | $643.52 | $135.52 | 26.68% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 12,188 | $162,078.35 | $242,906.84 | $80,828.49 | 49.87% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,653 | $39,186.17 | $52,675.31 | $13,489.14 | 34.42% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 44,280 | $624,715.99 | $878,515.2 | $253,799.21 | 40.63% |
Dane Grouell Turning Point Benefit Group, Inc. | 67,085 | $1.02M | $1.33M | $310,260.52 | 30.43% |
Julie Beswick Advantage Trust Co | 539 | $8,559 | $10,677.59 | $2,118.59 | 24.75% |
Joshua Stipcich Tidemark, LLC | 4,323 | $74,874.13 | $85,898.01 | $11,023.88 | 14.72% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 777 | $10,295.46 | $15,438.99 | $5,143.53 | 49.96% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 132,953 | $1.88M | $2.64M | $763,750.44 | 40.7% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,177 | $303,102.95 | $365,539.47 | $62,436.52 | 20.6% |