| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 77,041 | $3.39M | $4.39M | $997,646.99 | 29.43% |
James Rankin Modern Wealth Management, LLC | 466,295 | $25.86M | $26.54M | $685,719.85 | 2.65% |
Angela Kelley HTLF Bank | 16,000 | $638,240 | $914,960 | $276,720 | 43.36% |
Joshua Stipcich Tidemark, LLC | 541 | $24,202.31 | $30,785.6 | $6,583.29 | 27.2% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 113,692 | $4.36M | $6.47M | $2.11M | 48.43% |
Ian Jameson American Capital Advisory, LLC | 1,358 | $63,215 | $77,276.99 | $14,061.99 | 22.24% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,430 | $73,061 | $81,436.78 | $8,375.78 | 11.46% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,175 | $30,162.08 | $66,914.84 | $36,752.76 | 121.85% |
Josephine Lee New Insight Wealth Advisors | 4,942 | $274,056 | $281,323.35 | $7,267.35 | 2.65% |
Lee Larson Everstar Asset Management, LLC | 75,326 | $3.72M | $4.31M | $594,468.54 | 15.99% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 113,785 | $4.49M | $6.49M | $2M | 44.42% |
Elizabeth Arce Sovran Advisors LLC | 6,003 | $296,703.6 | $341,720.77 | $45,017.17 | 15.17% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 2,258 | $103,551.76 | $128,536.65 | $24,984.89 | 24.13% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 6,485 | $297,402 | $369,288.32 | $71,886.32 | 24.17% |
Buddy Levy Nestegg Advisors Inc. | 49,277 | $2.34M | $2.8M | $468,076.27 | 20.04% |
Caldwell Trust Co Caldwell Trust Co | 6,148 | $188,805 | $349,821.2 | $161,016.2 | 85.28% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,119 | $363,834.33 | $405,498.24 | $41,663.91 | 11.45% |