| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 99 | $23,936 | $33,705.54 | $9,769.54 | 40.82% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,052 | $523,470.98 | $698,623.9 | $175,152.92 | 33.46% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 16,109 | $4.46M | $5.81M | $1.35M | 30.27% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 853 | $220,708.91 | $290,412.37 | $69,703.46 | 31.58% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,450 | $438,263 | $523,131 | $84,868 | 19.36% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 8,093 | $2.43M | $2.76M | $323,290.39 | 13.29% |
Stacey Cheek Wheelhouse Advisory Group LLC | 1,969 | $495,923.76 | $670,365.72 | $174,441.96 | 35.18% |
Kevin Bresler TD Waterhouse Canada Inc. | 180 | $54,633 | $61,282.8 | $6,649.8 | 12.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,619 | $2.26M | $2.93M | $670,279.84 | 29.6% |
Charles Corkery PUREfi Wealth, LLC | 1,040 | $291,368.8 | $354,078.39 | $62,709.59 | 21.52% |
James Rankin Modern Wealth Management, LLC | 785 | $287,062 | $287,223.66 | $161.66 | 0.06% |
Joseph C. Gissy Tactive Advisors, LLC | 1,497 | $424,359.75 | $509,668.61 | $85,308.86 | 20.1% |
Benj Foor Frazier Financial Advisors, LLC | 50 | $13,121.48 | $18,039 | $4,917.52 | 37.48% |
Angela Kelley HTLF Bank | 46,821 | $11.34M | $15.94M | $4.6M | 40.51% |
Amir Har-El Savvy Advisors, Inc. | 2,427 | $701,394.78 | $826,296.4 | $124,901.62 | 17.81% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 36 | $10,876 | $12,256.56 | $1,380.56 | 12.69% |
United Advisor Group LLC United Advisor Group, LLC | 2,252 | $629,330.44 | $766,715.9 | $137,385.46 | 21.83% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,576 | $865,268.53 | $1.22M | $352,216.39 | 40.71% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,643 | $1.47M | $2.04M | $561,246.91 | 38.06% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,005 | $259,887.81 | $342,162.29 | $82,274.48 | 31.66% |