| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Payne Payne Capital Management, LLC | 46,244 | $4.14M | $4.22M | $83,133.08 | 2.01% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 198,214 | $17.84M | $18.28M | $437,136.25 | 2.45% |
Kevin Orr Centennial Bank/AR/ | 8,129 | $671,498.77 | $744,413.17 | $72,914.4 | 10.86% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 17,403 | $1.66M | $1.59M | -$66,700.02 | -4.03% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 18,298 | $1.78M | $1.68M | -$105,816.88 | -5.94% |
Jae Cho Marex Group plc | 2,488 | $220,583 | $227,776.4 | $7,193.4 | 3.26% |
Jesse Steele Etesian Wealth Advisors, Inc. | 17,291 | $1.45M | $1.59M | $146,074.57 | 10.09% |
Christopher Barr Red Mountain Financial, LLC | 3,907 | $345,403.88 | $357,119.33 | $11,715.45 | 3.39% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 760 | $69,479 | $69,460.2 | -$18.8 | -0.03% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 108,270 | $9.47M | $9.9M | $429,273.53 | 4.53% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,599 | $342,263.29 | $329,596.42 | -$12,666.87 | -3.7% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,525 | $757,390.07 | $782,254 | $24,863.93 | 3.28% |
| AK Alisha Kamadia United Community Bank | 8,313 | $629,537.77 | $759,475.68 | $129,937.91 | 20.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 49,089 | $4.41M | $4.5M | $91,132.94 | 2.06% |
Mark Weber DecisionMap Wealth Management, LLC | 2,966 | $268,530.2 | $273,168.6 | $4,638.4 | 1.73% |
James Rankin Modern Wealth Management, LLC | 108,533 | $9.83M | $9.93M | $98,879.7 | 1.01% |
Joseph C. Gissy Tactive Advisors, LLC | 5,607 | $478,850.39 | $514,834.74 | $35,984.35 | 7.51% |
Benj Foor Frazier Financial Advisors, LLC | 61 | $5,477.11 | $5,579.06 | $101.95 | 1.86% |
Derek Ripp Austin Wealth Management, LLC | 15,646 | $1.18M | $1.43M | $249,710.16 | 21.09% |
Angela Kelley HTLF Bank | 48,211 | $4.24M | $4.45M | $213,855.26 | 5.05% |