| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,310 | $283,480.8 | $358,061.55 | $74,580.75 | 26.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 42,626 | $5.86M | $6.61M | $747,252.17 | 12.75% |
Bradley H. Owens LJI Wealth Management, LLC | 2,687 | $352,674.63 | $416,498.43 | $63,823.8 | 18.1% |
Annmarie Young KPP Advisory Services LLC | 2,617 | $345,585.03 | $405,648.08 | $60,063.05 | 17.38% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 2,480 | $310,645.1 | $384,995.2 | $74,350.1 | 23.93% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 2,259 | $320,878 | $350,156.29 | $29,278.29 | 9.12% |
Norden Group LLC NORDEN GROUP LLC | 6,675 | $948,116.65 | $1.03M | $86,541.72 | 9.13% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,748 | $3.02M | $3.37M | $347,474.08 | 11.51% |
Ryan Payne Payne Capital Management, LLC | 3,138 | $416,368.03 | $486,405.69 | $70,037.66 | 16.82% |
Marilou Davido WFA Asset Management Corp | 323 | $41,140.51 | $50,147.36 | $9,006.85 | 21.89% |
Kevin Orr Centennial Bank/AR/ | 8,650 | $1.08M | $1.34M | $260,815.48 | 24.1% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,444 | $326,274.42 | $378,135.68 | $51,861.26 | 15.89% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 418 | $56,947.8 | $64,896.59 | $7,948.79 | 13.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 87,295 | $12.35M | $13.56M | $1.21M | 9.83% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 250 | $34,790 | $38,813.75 | $4,023.75 | 11.57% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,756 | $228,696.54 | $272,741.92 | $44,045.38 | 19.26% |
| AK Alisha Kamadia United Community Bank | 1,250 | $175,062.58 | $194,150 | $19,087.42 | 10.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 23,998 | $3.24M | $3.73M | $489,490.41 | 15.12% |
James Rankin Modern Wealth Management, LLC | 2,556 | $358,522.34 | $396,997.92 | $38,475.58 | 10.73% |
Benj Foor Frazier Financial Advisors, LLC | 217 | $27,132.72 | $33,704.44 | $6,571.72 | 24.22% |