| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,389 | $581,857.34 | $617,177.4 | $35,320.06 | 6.07% |
NICOLE MARTIN Arlington Trust Co LLC | 350 | $32,780.89 | $33,810 | $1,029.11 | 3.14% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 100,376 | $9.13M | $9.7M | $565,730.41 | 6.2% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 13,253 | $1.11M | $1.28M | $167,088.33 | 15.01% |
Kevin Bresler TD Waterhouse Canada Inc. | 29,571 | $2.68M | $2.86M | $172,469.81 | 6.43% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 30,354 | $2.81M | $2.93M | $124,777.13 | 4.44% |
| AK Alisha Kamadia United Community Bank | 2,575 | $244,985.5 | $248,745 | $3,759.5 | 1.53% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 2,687 | $251,699.94 | $259,564.2 | $7,864.26 | 3.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 87,429 | $7.71M | $8.45M | $733,590.53 | 9.51% |
RENEE PILKENTON Exchange Bank | 6,000 | $445,980 | $579,600 | $133,620 | 29.96% |
Mark Weber DecisionMap Wealth Management, LLC | 4,878 | $449,601.4 | $471,214.8 | $21,613.4 | 4.81% |
James Rankin Modern Wealth Management, LLC | 156,959 | $14.91M | $15.16M | $247,641.89 | 1.66% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 36,072 | $3.29M | $3.48M | $190,796.83 | 5.79% |
Angela Kelley HTLF Bank | 4,257 | $337,581.27 | $411,226.2 | $73,644.93 | 21.82% |
Amir Har-El Savvy Advisors, Inc. | 27,995 | $2.63M | $2.7M | $78,215.28 | 2.98% |
United Advisor Group LLC United Advisor Group, LLC | 8,466 | $786,535.07 | $817,815.6 | $31,280.53 | 3.98% |
Jeff Ramsey Quotient Wealth Partners, LLC | 75,320 | $7.14M | $7.28M | $138,809.22 | 1.94% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,822 | $697,881.15 | $755,605.2 | $57,724.05 | 8.27% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,471 | $225,771.64 | $238,698.6 | $12,926.96 | 5.73% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 71 | $5,684 | $6,858.6 | $1,174.6 | 20.67% |