| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Denise Reinert CGC Financial Services, LLC | 2,560 | $187,724.82 | $216,217.6 | $28,492.78 | 15.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 223,724 | $17.49M | $18.9M | $1.4M | 8.03% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 57,986 | $5.15M | $4.9M | -$253,517.99 | -4.92% |
Kristy DeJarnette Financial Security Advisor, Inc. | 2,955 | $221,864.57 | $249,579.3 | $27,714.73 | 12.49% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 92,978 | $8.38M | $7.89M | -$486,266.14 | -5.8% |
Kevin Bresler TD Waterhouse Canada Inc. | 26,744 | $1.51M | $2.27M | $763,740.54 | 50.7% |
| AK Alisha Kamadia United Community Bank | 76,985 | $5.94M | $6.5M | $557,401.64 | 9.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 117,960 | $8.64M | $10.01M | $1.38M | 15.94% |
Scott L. Comeau BCU Wealth Advisors, LLC | 4,020 | $219,115.28 | $339,348.3 | $120,233.02 | 54.87% |
Amir Har-El Savvy Advisors, Inc. | 86,064 | $6.46M | $7.27M | $818,423.51 | 12.68% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 47,068 | $3.3M | $3.98M | $676,971.83 | 20.52% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 8,277 | $745,758 | $707,104.11 | -$38,653.89 | -5.18% |
Andy Bloom MB Generational Wealth, LLC | 4,484 | $328,632.28 | $378,539.28 | $49,907 | 15.19% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 47,629 | $3.2M | $4.02M | $818,900.91 | 25.56% |
Kevin Stillman Evernest Financial Advisors, LLC | 12,050 | $728,061 | $1.03M | $301,370.5 | 41.39% |
Joshua Stipcich Tidemark, LLC | 52,630 | $3.67M | $4.44M | $773,641.13 | 21.08% |
Andrea Butler Sequent Planning LLC | 10,560 | $808,418.63 | $902,140.8 | $93,722.17 | 11.59% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 12,686 | $686,517.01 | $1.07M | $384,879.12 | 56.06% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 20,050 | $1.47M | $1.69M | $220,783.47 | 14.99% |
Nicole Davis Northwest Financial Advisors | 86,604 | $6.75M | $7.32M | $571,207.86 | 8.47% |