| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 771,383 | $32.17M | $38.09M | $5.92M | 18.42% |
Peter David N Soliman Second Line Capital, LLC | 584,407 | $20.24M | $28.86M | $8.62M | 42.56% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 164,096 | $6.07M | $8.1M | $2.03M | 33.53% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 75,783 | $2.59M | $3.74M | $1.15M | 44.26% |
Dina Fliss Global View Capital Management LLC | 4,666 | $207,216.66 | $230,407.08 | $23,190.42 | 11.19% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,331 | $272,490.73 | $312,624.78 | $40,134.05 | 14.73% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 976,726 | $38.54M | $48.23M | $9.69M | 25.15% |
NICOLE MARTIN Arlington Trust Co LLC | 354 | $13,296.31 | $17,480.52 | $4,184.21 | 31.47% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2.44M | $94.69M | $120.35M | $25.66M | 27.1% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 4,941 | $219,239.51 | $243,986.58 | $24,747.07 | 11.29% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,367 | $48,600.82 | $67,502.46 | $18,901.64 | 38.89% |
| KS Kristi Shields ROGCO, LP | 1,246 | $46,855.86 | $61,527.48 | $14,671.62 | 31.31% |
Daniel Dorval DORVAL Corp | 278,311 | $9.63M | $13.74M | $4.11M | 42.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 32,604 | $1.33M | $1.61M | $275,916.94 | 20.68% |
James Rankin Modern Wealth Management, LLC | 106,089 | $4.39M | $5.24M | $853,512.64 | 19.46% |
Benj Foor Frazier Financial Advisors, LLC | 779 | $26,694 | $38,467.02 | $11,773.02 | 44.1% |
Derek Ripp Austin Wealth Management, LLC | 6,742 | $219,453.58 | $332,919.96 | $113,466.38 | 51.7% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 11,339 | $511,806.97 | $559,919.82 | $48,112.85 | 9.4% |
Amir Har-El Savvy Advisors, Inc. | 66,780 | $2.77M | $3.3M | $527,953.13 | 19.06% |
Cindi Hill Keener Financial Planning LLC | 100,599 | $3.52M | $4.97M | $1.45M | 41.24% |