| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 1,322 | $226,102 | $240,313.16 | $14,211.16 | 6.29% |
Michael Yoder Yoder Wealth Management Inc. | 2,203 | $224,484.57 | $400,461.34 | $175,976.77 | 78.39% |
David Silver INSTRUMENTAL WEALTH, LLC | 1,336 | $248,953.78 | $242,858.08 | -$6,095.7 | -2.45% |
Katherine Stoner Empower Advisory Group, LLC | 254,010 | $27.93M | $47.03M | $19.1M | 68.39% |
Nemes Rush Group LLC Nemes Rush Group LLC | 56 | $8,678 | $10,594.08 | $1,916.08 | 22.08% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 188 | $32,056.09 | $34,174.64 | $2,118.55 | 6.61% |
Bradley H. Owens LJI Wealth Management, LLC | 1,438 | $247,503.37 | $261,399.64 | $13,896.27 | 5.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,550 | $726,515.51 | $827,099 | $100,583.49 | 13.84% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,867 | $512,966.94 | $702,943.26 | $189,976.32 | 37.03% |
JOHN TERRILL Peoples Bank/KS | 4,180 | $631,442.19 | $759,840.4 | $128,398.21 | 20.33% |
Syon Capital LLC SYON CAPITAL LLC | 8,251 | $955,569.81 | $1.56M | $605,354.29 | 63.35% |
Kevin Bresler TD Waterhouse Canada Inc. | 75 | $11,622.22 | $13,633.5 | $2,011.28 | 17.31% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,691 | $916,721.86 | $1.03M | $117,788.12 | 12.85% |
James Rankin Modern Wealth Management, LLC | 1,517 | $278,967 | $286,986.04 | $8,019.04 | 2.87% |
Amir Har-El Savvy Advisors, Inc. | 1,490 | $201,847.14 | $270,852.2 | $69,005.06 | 34.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 15 | $2,759 | $2,726.7 | -$32.3 | -1.17% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 229 | $41,183 | $41,627.62 | $444.62 | 1.08% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 11,555 | $1.41M | $2.1M | $692,465.39 | 49.18% |
Julie Beswick Advantage Trust Co | 1,143 | $163,693.04 | $207,774.54 | $44,081.5 | 26.93% |
Joshua Stipcich Tidemark, LLC | 18 | $3,237 | $3,374.82 | $137.82 | 4.26% |