| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Skalicky INSPIRE TRUST CO, N.A. | 4,883 | $296,838 | $308,263.79 | $11,425.79 | 3.85% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 3,707 | $225,348 | $233,985.84 | $8,637.84 | 3.83% |
Dina Fliss Global View Capital Management LLC | 5,090 | $284,317.69 | $322,731.45 | $38,413.76 | 13.51% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 172,096 | $9.28M | $10.86M | $1.58M | 17.05% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,759 | $388,903.9 | $426,154.95 | $37,251.05 | 9.58% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 114,513 | $6.34M | $7.23M | $896,065.17 | 14.14% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 65,628 | $3.35M | $4.14M | $791,745.79 | 23.63% |
Michael Grossman AdviceOne Advisory Services, LLC | 3,542 | $201,221 | $223,340.81 | $22,119.81 | 10.99% |
Syon Capital LLC SYON CAPITAL LLC | 7,044 | $359,737.07 | $444,229.86 | $84,492.79 | 23.49% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,549 | $202,375.2 | $224,012.88 | $21,637.68 | 10.69% |
| AK Alisha Kamadia United Community Bank | 128 | $7,082.22 | $8,058.24 | $976.02 | 13.78% |
Courtney Haddad Concurrent Investment Advisors, LLC | 412,981 | $22.73M | $26.07M | $3.33M | 14.67% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 281,112 | $14.15M | $17.74M | $3.6M | 25.41% |
Charles Corkery PUREfi Wealth, LLC | 6,585 | $357,791.17 | $417,357.3 | $59,566.13 | 16.65% |
Mark Weber DecisionMap Wealth Management, LLC | 88,440 | $4.58M | $5.61M | $1.03M | 22.47% |
James Rankin Modern Wealth Management, LLC | 97,451 | $5.07M | $6.15M | $1.08M | 21.26% |
Joseph C. Gissy Tactive Advisors, LLC | 3,700 | $185,370 | $233,784.5 | $48,414.5 | 26.12% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 11,765 | $615,779.93 | $743,077.4 | $127,297.47 | 20.67% |
Benj Foor Frazier Financial Advisors, LLC | 12,553 | $603,287.75 | $791,152.82 | $187,865.07 | 31.14% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 389,843 | $18.68M | $24.72M | $6.04M | 32.32% |