| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 963,862 | $40.76M | $54.71M | $13.95M | 34.22% |
Norden Group LLC NORDEN GROUP LLC | 18,367 | $793,575.57 | $1.04M | $248,935.35 | 31.37% |
Andrew Parsons Corrigan Financial, Inc. | 20,747 | $489,599.08 | $1.18M | $688,000.64 | 140.52% |
Christopher C. Powers Farther Finance Advisors, LLC | 85,061 | $3.89M | $4.83M | $933,573.42 | 23.97% |
Peter David N Soliman Second Line Capital, LLC | 9,989 | $421,460.72 | $566,975.64 | $145,514.92 | 34.53% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 10,000 | $576,700 | $567,600 | -$9,100 | -1.58% |
Marilou Davido WFA Asset Management Corp | 77 | $2,863.46 | $4,370.52 | $1,507.06 | 52.63% |
Kevin Orr Centennial Bank/AR/ | 973 | $38,935.67 | $55,227.48 | $16,291.81 | 41.84% |
| DD Donna DiMaria OLYMPUS WEALTH MANAGEMENT, LLC | 92,111 | $3.8M | $5.23M | $1.43M | 37.63% |
Jon Greer GSG Advisors LLC | 4,448 | $206,502 | $252,468.48 | $45,966.48 | 22.26% |
Kristy DeJarnette Financial Security Advisor, Inc. | 305,899 | $11.35M | $17.36M | $6.02M | 53.02% |
Christopher Barr Red Mountain Financial, LLC | 5,597 | $238,156.32 | $317,685.72 | $79,529.4 | 33.39% |
NICOLE MARTIN Arlington Trust Co LLC | 4,736 | $215,535.11 | $268,815.36 | $53,280.25 | 24.72% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.14M | $50.8M | $64.54M | $13.74M | 27.05% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 132 | $5,482 | $7,492.32 | $2,010.32 | 36.67% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,828 | $245,076.68 | $330,797.28 | $85,720.6 | 34.98% |
| KS Kristi Shields ROGCO, LP | 198 | $9,567 | $11,238.48 | $1,671.48 | 17.47% |
Syon Capital LLC SYON CAPITAL LLC | 35,836 | $1.44M | $2.03M | $591,569.25 | 41.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 70,676 | $3.29M | $4.01M | $717,913.6 | 21.8% |
James Rankin Modern Wealth Management, LLC | 56,364 | $2.39M | $3.2M | $811,623.31 | 33.99% |