| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 947,740 | $54.14M | $60M | $5.86M | 10.82% |
Peter David N Soliman Second Line Capital, LLC | 14,068 | $685,585.35 | $900,703.7 | $215,118.35 | 31.38% |
David Skalicky INSPIRE TRUST CO, N.A. | 130,612 | $7.57M | $8.35M | $781,401.77 | 10.32% |
Kevin Orr Centennial Bank/AR/ | 153 | $10,337 | $9,726.21 | -$610.79 | -5.91% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,023 | $204,234 | $192,429.06 | -$11,804.94 | -5.78% |
Christopher Barr Red Mountain Financial, LLC | 6,044 | $408,357 | $385,002.8 | -$23,354.2 | -5.72% |
NICOLE MARTIN Arlington Trust Co LLC | 3,499 | $191,611.07 | $221,749.12 | $30,138.05 | 15.73% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 516,571 | $27.04M | $33.01M | $5.97M | 22.08% |
| KS Kristi Shields ROGCO, LP | 318 | $18,832 | $20,302.71 | $1,470.71 | 7.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 75,960 | $4.76M | $4.81M | $52,155.63 | 1.1% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 52,354 | $2.75M | $3.35M | $598,293.03 | 21.75% |
James Rankin Modern Wealth Management, LLC | 45,709 | $2.67M | $2.91M | $245,156.05 | 9.19% |
Benj Foor Frazier Financial Advisors, LLC | 117 | $5,735.21 | $7,417.8 | $1,682.59 | 29.34% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,315 | $309,217.36 | $403,370.62 | $94,153.26 | 30.45% |
Amir Har-El Savvy Advisors, Inc. | 14,261 | $875,392.8 | $908,069.17 | $32,676.37 | 3.73% |
Owen McCabe Tyche Wealth Partners LLC | 8,112 | $440,075.6 | $515,679.84 | $75,604.24 | 17.18% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 3,694 | $249,567 | $235,935.41 | -$13,631.59 | -5.46% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 5,440 | $297,460.36 | $347,371.2 | $49,910.84 | 16.78% |
| MG Melissa Glennie Capital Management Associates, Inc | 17,194 | $882,458.01 | $1.1M | $218,989.63 | 24.82% |
Wayne Atkins VCI Wealth Management LLC | 14,469 | $846,815.17 | $923,917.99 | $77,102.82 | 9.11% |