| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Orr Centennial Bank/AR/ | 7 | $723 | $882.07 | $159.07 | 22% |
| DD Donna DiMaria OLYMPUS WEALTH MANAGEMENT, LLC | 4,227 | $461,634 | $528,586.35 | $66,952.35 | 14.5% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,361 | $392,278.27 | $427,620.03 | $35,341.76 | 9.01% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 382,105 | $38.14M | $48.15M | $10M | 26.23% |
NICOLE MARTIN Arlington Trust Co LLC | 1,140 | $145,703 | $142,568.4 | -$3,134.6 | -2.15% |
Chris Kleine Park Capital Management, LLC / WI | 3,400 | $351,220 | $429,454 | $78,234 | 22.27% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,687 | $720,725.75 | $856,203.48 | $135,477.73 | 18.8% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 28,915 | $2.74M | $3.64M | $899,688.54 | 32.82% |
Kevin Bresler TD Waterhouse Canada Inc. | 28,171 | $3.11M | $3.6M | $489,357.69 | 15.72% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,694 | $216,510 | $213,308.48 | -$3,201.52 | -1.48% |
| AK Alisha Kamadia United Community Bank | 3,304 | $327,262.34 | $413,958.16 | $86,695.82 | 26.49% |
Courtney Haddad Concurrent Investment Advisors, LLC | 57,929 | $7.32M | $7.41M | $85,589.53 | 1.17% |
Charles Corkery PUREfi Wealth, LLC | 1,986 | $216,871 | $251,328.3 | $34,457.3 | 15.89% |
James Rankin Modern Wealth Management, LLC | 2,366 | $219,541.25 | $302,114.54 | $82,573.29 | 37.61% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 46,511 | $4.31M | $5.91M | $1.6M | 36.99% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,675 | $406,227.33 | $466,824.59 | $60,597.26 | 14.92% |
Amir Har-El Savvy Advisors, Inc. | 110,114 | $12.5M | $14.02M | $1.52M | 12.18% |
David W. Lewis Lewis Asset Management, LLC | 4,955 | $387,212.54 | $625,866.05 | $238,653.51 | 61.63% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 345 | $42,004 | $43,138.8 | $1,134.8 | 2.7% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,444 | $266,952.63 | $307,430.76 | $40,478.13 | 15.16% |