| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barclay Douglas Jr Slocum, Gordon & Co LLP | 4,637 | $962,639.18 | $1.26M | $301,870.72 | 31.36% |
David Skalicky INSPIRE TRUST CO, N.A. | 15,738 | $3.62M | $4.29M | $669,068.15 | 18.47% |
Mukunda Loprinzi Meketa Capital, LLC | 3,956 | $902,126 | $1.08M | $176,675.2 | 19.58% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 5,865 | $1.44M | $1.6M | $158,792.67 | 11.02% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 40,226 | $10.6M | $10.97M | $367,460.82 | 3.47% |
Mathieu Cornu Pictet Asset Management Holding SA | 657,418 | $152.74M | $179.28M | $26.54M | 17.37% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 16,217 | $3.9M | $4.42M | $522,492.17 | 13.4% |
Ryan Payne Payne Capital Management, LLC | 1,527 | $349,032.88 | $416,412.9 | $67,380.02 | 19.3% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 6,173 | $1.52M | $1.68M | $165,704.5 | 10.92% |
Marilou Davido WFA Asset Management Corp | 2,511 | $626,433.85 | $684,749.7 | $58,315.85 | 9.31% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 43 | $10,484.9 | $11,726.1 | $1,241.2 | 11.84% |
Kevin Orr Centennial Bank/AR/ | 280 | $62,121.31 | $76,356 | $14,234.69 | 22.91% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 973 | $238,446.93 | $265,337.1 | $26,890.17 | 11.28% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 94,107 | $20.82M | $25.66M | $4.84M | 23.26% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,419 | $573,053.29 | $659,661.3 | $86,608.01 | 15.11% |
Christopher Barr Red Mountain Financial, LLC | 2,213 | $538,324.13 | $603,485.1 | $65,160.97 | 12.1% |
NICOLE MARTIN Arlington Trust Co LLC | 93 | $22,213.98 | $25,361.1 | $3,147.12 | 14.17% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 77,839 | $17.34M | $21.23M | $3.89M | 22.43% |
JOHN TERRILL Peoples Bank/KS | 3,122 | $769,499.63 | $851,369.4 | $81,869.77 | 10.64% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,344 | $1.01M | $1.18M | $170,746.06 | 16.84% |