| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marilou Davido WFA Asset Management Corp | 232 | $18,579.73 | $21,001.8 | $2,422.07 | 13.04% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 39 | $2,887.3 | $3,556.02 | $668.72 | 23.16% |
Kevin Orr Centennial Bank/AR/ | 12,499 | $892,464.66 | $1.13M | $241,569.61 | 27.07% |
Mitch S Zides Constant Guidance Financial LLC | 17,120 | $1.64M | $1.53M | -$105,972.6 | -6.47% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 139,081 | $10.85M | $12.43M | $1.58M | 14.53% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,467 | $233,795.43 | $223,830.91 | -$9,964.52 | -4.26% |
Kristy DeJarnette Financial Security Advisor, Inc. | 12,337 | $1.03M | $1.12M | $84,264.08 | 8.17% |
NICOLE MARTIN Arlington Trust Co LLC | 5,037 | $423,709.31 | $457,409.97 | $33,700.66 | 7.95% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 60,081 | $4.39M | $5.35M | $964,779.6 | 21.99% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,495 | $406,987.34 | $407,763.92 | $776.58 | 0.19% |
| KS Kristi Shields ROGCO, LP | 10,115 | $659,365.49 | $918,037.4 | $258,671.91 | 39.23% |
Michael Grossman AdviceOne Advisory Services, LLC | 4,900 | $406,692.59 | $437,423 | $30,730.41 | 7.56% |
Syon Capital LLC SYON CAPITAL LLC | 14,161 | $1.24M | $1.27M | $30,593.09 | 2.47% |
Kevin Bresler TD Waterhouse Canada Inc. | 84,741 | $7M | $7.73M | $728,424 | 10.41% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,875 | $478,228.46 | $535,682.5 | $57,454.04 | 12.01% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,620 | $236,926.81 | $233,651.6 | -$3,275.21 | -1.38% |
| AK Alisha Kamadia United Community Bank | 3,065 | $204,546.15 | $277,842.25 | $73,296.1 | 35.83% |
Mark Romin Lakeshore Financial Planning, Inc. | 10,138 | $712,986.73 | $904,410.98 | $191,424.25 | 26.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 115,357 | $9.43M | $10.52M | $1.09M | 11.57% |
Robert Shea NEOS Investment Management LLC | 180,235 | $15.63M | $16.34M | $712,701.21 | 4.56% |