| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anthony Moeller MN Wealth Advisors, LLC | 1,027 | $257,920.19 | $313,039.87 | $55,119.68 | 21.37% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 5,830 | $1.55M | $1.78M | $223,813.3 | 14.41% |
Marilou Davido WFA Asset Management Corp | 985 | $256,337.25 | $300,237.85 | $43,900.6 | 17.13% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 26 | $7,338 | $7,925.06 | $587.06 | 8% |
Jon Greer GSG Advisors LLC | 1,194 | $302,916.47 | $378,115.92 | $75,199.45 | 24.83% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,251 | $624,406.72 | $686,127.31 | $61,720.59 | 9.88% |
Christopher Barr Red Mountain Financial, LLC | 3,592 | $960,467.37 | $1.09M | $134,410.15 | 13.99% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,619 | $1.68M | $1.71M | $32,590.39 | 1.94% |
Stacey Cheek Wheelhouse Advisory Group LLC | 89,830 | $23.24M | $27.38M | $4.14M | 17.81% |
Kevin Bresler TD Waterhouse Canada Inc. | 14,839 | $3.81M | $4.52M | $714,868.36 | 18.77% |
| AK Alisha Kamadia United Community Bank | 66 | $17,584 | $20,900.88 | $3,316.88 | 18.86% |
Mark Romin Lakeshore Financial Planning, Inc. | 51,457 | $13.61M | $15.68M | $2.07M | 15.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,956 | $3.58M | $4.25M | $670,878.45 | 18.72% |
Mark Petersen Prosperitas Financial LLC | 675 | $201,832 | $215,217 | $13,385 | 6.63% |
Teresa Douberly Burford Brothers, Inc. | 916 | $250,541.58 | $279,205.96 | $28,664.38 | 11.44% |
James Rankin Modern Wealth Management, LLC | 2,564 | $714,619.46 | $806,890.83 | $92,271.37 | 12.91% |
David Vollmer PFS Partners, LLC | 6 | $1,728.55 | $1,828.86 | $100.31 | 5.8% |
Benj Foor Frazier Financial Advisors, LLC | 34 | $8,671.01 | $10,612.08 | $1,941.07 | 22.39% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,143 | $291,071.93 | $348,397.83 | $57,325.9 | 19.69% |
Amir Har-El Savvy Advisors, Inc. | 1,569 | $448,399.39 | $478,246.89 | $29,847.5 | 6.66% |