| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 12,354 | $918,851.92 | $1.25M | $336,067.4 | 36.57% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 34,327 | $2.55M | $3.49M | $940,200.65 | 36.82% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 78,300 | $7.22M | $7.94M | $722,165.95 | 10% |
Annmarie Young KPP Advisory Services LLC | 3,862 | $361,934.72 | $390,969.57 | $29,034.85 | 8.02% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 10,806 | $810,294.35 | $1.1M | $287,271.07 | 35.45% |
Thomas Dobbins New Republic Capital, LLC | 5,164 | $375,008.25 | $522,777.54 | $147,769.29 | 39.4% |
John Hayes LongView Wealth Management | 8,652 | $683,612.58 | $877,356.06 | $193,743.48 | 28.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 34,447 | $3.17M | $3.47M | $294,776.66 | 9.29% |
Kevin Orr Centennial Bank/AR/ | 258 | $23,558 | $26,117.34 | $2,559.34 | 10.86% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,389 | $581,857.34 | $647,365.42 | $65,508.08 | 11.26% |
NICOLE MARTIN Arlington Trust Co LLC | 350 | $32,780.89 | $35,395.5 | $2,614.61 | 7.98% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 90,916 | $8.45M | $9.23M | $784,370.48 | 9.29% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 12,242 | $1.03M | $1.24M | $204,872.11 | 19.81% |
Kevin Bresler TD Waterhouse Canada Inc. | 35,218 | $3.23M | $3.57M | $337,300.15 | 10.45% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 113,288 | $10.81M | $11.51M | $705,060.32 | 6.52% |
| AK Alisha Kamadia United Community Bank | 1,475 | $140,331.5 | $148,930.75 | $8,599.25 | 6.13% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 2,904 | $272,631.77 | $295,148.04 | $22,516.27 | 8.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 122,383 | $11.08M | $12.39M | $1.31M | 11.81% |
RENEE PILKENTON Exchange Bank | 6,000 | $445,980 | $610,500 | $164,520 | 36.89% |
Mark Weber DecisionMap Wealth Management, LLC | 4,269 | $395,528.28 | $433,901.16 | $38,372.88 | 9.7% |