| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley Harsch Strategic Advocates LLC | 78 | $13,610 | $16,059.81 | $2,449.81 | 18% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 7,110 | $1.03M | $1.46M | $426,054.18 | 41.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 24,922 | $4.44M | $5.07M | $632,801.95 | 14.27% |
Ryan Payne Payne Capital Management, LLC | 77,425 | $12.76M | $15.86M | $3.09M | 24.24% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 425 | $61,630 | $87,091 | $25,461 | 41.31% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,282 | $588,228.78 | $671,907.45 | $83,678.67 | 14.23% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 58,816 | $10.43M | $12.1M | $1.66M | 15.96% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,957 | $344,996.77 | $401,096.93 | $56,100.16 | 16.26% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,443 | $598,860.33 | $708,139.02 | $109,278.69 | 18.25% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,436 | $414,146.68 | $500,671.08 | $86,524.4 | 20.89% |
Kevin Bresler TD Waterhouse Canada Inc. | 24,877 | $4.36M | $5.11M | $743,347.17 | 17.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 56,778 | $9.55M | $11.65M | $2.11M | 22.07% |
James Rankin Modern Wealth Management, LLC | 18,370 | $3.52M | $3.76M | $240,993.84 | 6.84% |
Joseph C. Gissy Tactive Advisors, LLC | 3,022 | $500,529.06 | $621,716.06 | $121,187 | 24.21% |
David Vollmer PFS Partners, LLC | 17 | $2,591.28 | $3,492.99 | $901.71 | 34.8% |
Benj Foor Frazier Financial Advisors, LLC | 570 | $82,656.63 | $117,157.8 | $34,501.17 | 41.74% |
Amir Har-El Savvy Advisors, Inc. | 12,152 | $2.14M | $2.49M | $351,540.31 | 16.44% |
Owen McCabe Tyche Wealth Partners LLC | 2,420 | $350,924 | $497,733.5 | $146,809.5 | 41.84% |
William Ramsay Financial Symmetry Inc | 5,524 | $981,125.99 | $1.13M | $149,913.01 | 15.28% |
United Advisor Group LLC United Advisor Group, LLC | 4,187 | $706,015.26 | $859,088.66 | $153,073.4 | 21.68% |