| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2.34M | $112.16M | $164.15M | $51.99M | 46.35% |
Matthew J. Syverson Sound Stewardship, LLC | 145,097 | $6.86M | $10.19M | $3.34M | 48.65% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 83,987 | $4.24M | $5.89M | $1.65M | 39.04% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 91,722 | $5.6M | $6.43M | $833,849.36 | 14.89% |
| KS Kristi Shields ROGCO, LP | 3,913 | $249,642.96 | $274,888.25 | $25,245.29 | 10.11% |
Syon Capital LLC SYON CAPITAL LLC | 41,676 | $2.97M | $2.91M | -$58,763.16 | -1.98% |
Kevin Bresler TD Waterhouse Canada Inc. | 3.6M | $210.53M | $251.71M | $41.18M | 19.56% |
| AK Alisha Kamadia United Community Bank | 38,384 | $2.38M | $2.68M | $296,864.96 | 12.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 770,910 | $47.88M | $53.86M | $5.98M | 12.49% |
RENEE PILKENTON Exchange Bank | 36,624 | $2.2M | $2.57M | $368,679.42 | 16.73% |
Scott McMillan White Wing Wealth Management | 288,188 | $14.61M | $20.12M | $5.51M | 37.67% |
Charles Corkery PUREfi Wealth, LLC | 10,554 | $628,171.69 | $740,996.34 | $112,824.65 | 17.96% |
Mark Weber DecisionMap Wealth Management, LLC | 3,717 | $239,704.99 | $261,119.25 | $21,414.26 | 8.93% |
Riley Stephenson Stephenson & Company, Inc. | 420,205 | $20.97M | $29.34M | $8.37M | 39.89% |
James Rankin Modern Wealth Management, LLC | 428,798 | $22.37M | $29.92M | $7.55M | 33.75% |
KKM Financial LLC KKM Financial LLC | 9,235 | $452,509.9 | $648,527.87 | $196,017.97 | 43.32% |
Menachem Striks Morton Capital Management LLC/CA | 7,158 | $394,477.4 | $502,742.13 | $108,264.73 | 27.45% |
David Vollmer PFS Partners, LLC | 591 | $28,773.87 | $41,242.93 | $12,469.06 | 43.33% |
Benj Foor Frazier Financial Advisors, LLC | 1,399 | $86,759.39 | $97,643.2 | $10,883.81 | 12.54% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 29,877 | $1.68M | $2.1M | $422,222.66 | 25.2% |