| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 328,035 | $12.42M | $15.94M | $3.52M | 28.3% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,050 | $411,882.55 | $489,837 | $77,954.45 | 18.93% |
| KS Kristi Shields ROGCO, LP | 147,360 | $6.17M | $7.15M | $979,605.64 | 15.89% |
Michael Grossman AdviceOne Advisory Services, LLC | 4,912 | $233,477 | $238,870.56 | $5,393.56 | 2.31% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 763,165 | $36.27M | $37.1M | $828,034.48 | 2.28% |
David Vollmer PFS Partners, LLC | 65 | $2,798 | $3,130.4 | $332.4 | 11.88% |
Amir Har-El Savvy Advisors, Inc. | 7,796 | $329,022.21 | $378,729.68 | $49,707.47 | 15.11% |
United Advisor Group LLC United Advisor Group, LLC | 22,680 | $1.08M | $1.09M | $13,387.6 | 1.24% |
Joshua Stipcich Tidemark, LLC | 1,631 | $77,521 | $79,299.22 | $1,778.22 | 2.29% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 6,500 | $245,256.75 | $316,225 | $70,968.25 | 28.94% |
Darin Pilacinski True Vision MN LLC | 10,453 | $412,180.09 | $508,747.51 | $96,567.42 | 23.43% |
Kevin Galvin Hopwood Financial Services, Inc. | 97,818 | $4.11M | $4.76M | $647,791.76 | 15.76% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 47,416 | $1.82M | $2.29M | $467,602.42 | 25.7% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 80,479 | $3.01M | $3.91M | $899,051.05 | 29.85% |