| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Dobbins New Republic Capital, LLC | 734 | $99,265.93 | $148,616.65 | $49,350.72 | 49.72% |
John Hayes LongView Wealth Management | 1,751 | $262,739.95 | $355,102.8 | $92,362.85 | 35.15% |
Andrew Halac Talon Private Wealth, LLC | 13,183 | $2.27M | $2.67M | $400,305.97 | 17.64% |
Berkeley Harrison Sterling Financial Group, Inc. | 10,520 | $1.42M | $2.13M | $707,312.05 | 49.72% |
Bradley Harsch Strategic Advocates LLC | 78 | $13,610 | $15,793.05 | $2,183.05 | 16.04% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 7,110 | $1.03M | $1.44M | $411,123.18 | 39.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 30,510 | $5.28M | $6.19M | $909,054.36 | 17.22% |
Ryan Payne Payne Capital Management, LLC | 76,180 | $12.52M | $15.42M | $2.91M | 23.23% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 425 | $61,630 | $85,469.62 | $23,839.62 | 38.68% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,171 | $368,689.15 | $440,322.22 | $71,633.07 | 19.43% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 67,563 | $11.98M | $13.68M | $1.7M | 14.2% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,629 | $280,184.01 | $330,401.92 | $50,217.91 | 17.92% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,443 | $598,860.33 | $698,326.47 | $99,466.14 | 16.61% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,386 | $404,370.19 | $483,284.3 | $78,914.11 | 19.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 23,637 | $4.12M | $4.8M | $678,446.17 | 16.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 41,651 | $6.56M | $8.45M | $1.89M | 28.83% |
James Rankin Modern Wealth Management, LLC | 3,075 | $501,556.57 | $623,686.87 | $122,130.3 | 24.35% |
Joseph C. Gissy Tactive Advisors, LLC | 2,972 | $490,751.25 | $601,978.6 | $111,227.35 | 22.66% |
David Vollmer PFS Partners, LLC | 17 | $2,591.28 | $3,448.02 | $856.74 | 33.06% |
Benj Foor Frazier Financial Advisors, LLC | 570 | $82,656.63 | $115,610.25 | $32,953.62 | 39.87% |