| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Annmarie Young KPP Advisory Services LLC | 11,082 | $430,089.99 | $545,566.86 | $115,476.87 | 26.85% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 30,692 | $1.23M | $1.53M | $298,673.38 | 24.3% |
Norden Group LLC NORDEN GROUP LLC | 72,555 | $2.74M | $3.56M | $822,324.28 | 30.06% |
Andrew Agosta Prosperity Financial Group, Inc. | 7,305 | $295,249.14 | $363,642.9 | $68,393.76 | 23.16% |
Christopher C. Powers Farther Finance Advisors, LLC | 817,426 | $34.48M | $40.24M | $5.76M | 16.72% |
Peter David N Soliman Second Line Capital, LLC | 600,233 | $21.04M | $29.88M | $8.84M | 42.01% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 171,356 | $6.43M | $8.46M | $2.03M | 31.55% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 75,543 | $2.59M | $3.73M | $1.15M | 44.31% |
Dina Fliss Global View Capital Management LLC | 4,502 | $199,933.44 | $221,633.46 | $21,700.02 | 10.85% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,331 | $272,490.73 | $312,498.16 | $40,007.43 | 14.68% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 952,341 | $37.62M | $46.88M | $9.26M | 24.62% |
NICOLE MARTIN Arlington Trust Co LLC | 354 | $13,296.31 | $17,459.28 | $4,162.97 | 31.31% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2.2M | $86.44M | $109.03M | $22.59M | 26.13% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 4,611 | $204,778.36 | $228,336.72 | $23,558.36 | 11.5% |
| KS Kristi Shields ROGCO, LP | 1,246 | $46,855.86 | $61,340.58 | $14,484.72 | 30.91% |
Daniel Dorval DORVAL Corp | 281,499 | $9.8M | $13.86M | $4.06M | 41.45% |
Syon Capital LLC SYON CAPITAL LLC | 3,997 | $201,409 | $196,952.17 | -$4,456.83 | -2.21% |
Kevin Bresler TD Waterhouse Canada Inc. | 550 | $27,368 | $27,236 | -$132 | -0.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 83,187 | $3.88M | $4.12M | $236,494.31 | 6.09% |
James Rankin Modern Wealth Management, LLC | 68,656 | $3.02M | $3.39M | $368,351.1 | 12.19% |