| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Norden Group LLC NORDEN GROUP LLC | 3,006 | $843,422.86 | $888,333.09 | $44,910.23 | 5.32% |
Bradley Harsch Strategic Advocates LLC | 246 | $65,609.14 | $76,272.3 | $10,663.16 | 16.25% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 8,559 | $2.17M | $2.53M | $359,407.16 | 16.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 170,376 | $48.75M | $50.35M | $1.6M | 3.28% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 1,665 | $417,799.23 | $492,040.78 | $74,241.55 | 17.77% |
David Skalicky INSPIRE TRUST CO, N.A. | 43,500 | $11.04M | $12.86M | $1.82M | 16.48% |
Ryan Payne Payne Capital Management, LLC | 52,013 | $13.53M | $16.33M | $2.8M | 20.72% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 249 | $54,673 | $73,584.48 | $18,911.48 | 34.59% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 15,080 | $3.69M | $4.62M | $928,174 | 25.16% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,060 | $856,106.23 | $904,291.17 | $48,184.94 | 5.63% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,599 | $1.03M | $1.06M | $36,821.47 | 3.59% |
Kevin Bresler TD Waterhouse Canada Inc. | 185 | $41,457 | $54,671.2 | $13,214.2 | 31.87% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 837 | $163,023 | $247,350.23 | $84,327.23 | 51.73% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,965 | $5.98M | $7.38M | $1.4M | 23.36% |
James Rankin Modern Wealth Management, LLC | 2,348 | $719,144 | $737,318.93 | $18,174.93 | 2.53% |
Benj Foor Frazier Financial Advisors, LLC | 399 | $87,624.99 | $122,169.81 | $34,544.82 | 39.42% |
Amir Har-El Savvy Advisors, Inc. | 3,917 | $1.04M | $1.16M | $114,239.16 | 10.95% |
Owen McCabe Tyche Wealth Partners LLC | 4,095 | $983,740.9 | $1.24M | $257,842.62 | 26.21% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,526 | $1.36M | $1.69M | $330,502.14 | 24.27% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,371 | $520,308.57 | $700,677.9 | $180,369.33 | 34.67% |