| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 7,637 | $904,578.8 | $1.17M | $260,445.55 | 28.79% |
Courtney Holt Compound Planning, Inc. | 22,811 | $2.71M | $3.48M | $765,898.42 | 28.22% |
Katherine Stoner Empower Advisory Group, LLC | 5M | $559.88M | $762.54M | $202.66M | 36.2% |
John Shanley Aspect Partners, LLC | 23 | $2,645.5 | $3,547.75 | $902.25 | 34.11% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 9,914 | $1.11M | $1.51M | $400,399.42 | 36.01% |
| DT Derek Tinnin Altiora Financial Group, LLC | 3,748 | $429,072 | $571,757.4 | $142,685.4 | 33.25% |
Thomas Dobbins New Republic Capital, LLC | 26 | $2,840.22 | $3,966.3 | $1,126.08 | 39.65% |
Denise Reinert CGC Financial Services, LLC | 35 | $3,867 | $5,339.6 | $1,472.6 | 38.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 49,737 | $7.03M | $7.5M | $465,191.21 | 6.62% |
David Skalicky INSPIRE TRUST CO, N.A. | 27,000 | $3.22M | $4.12M | $896,780.11 | 27.83% |
Ryan Payne Payne Capital Management, LLC | 13,467 | $1.67M | $2.05M | $382,728.35 | 22.9% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 7,529 | $788,353.09 | $1.15M | $360,195.86 | 45.69% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 22 | $3,086 | $3,382.83 | $296.83 | 9.62% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,584 | $450,517.01 | $547,724.8 | $97,207.79 | 21.58% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,632 | $448,004.15 | $555,060.4 | $107,056.25 | 23.9% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,777 | $491,871.95 | $576,785.67 | $84,913.72 | 17.26% |
Charles Corkery PUREfi Wealth, LLC | 1,505 | $202,256.6 | $229,693.1 | $27,436.5 | 13.57% |
James Rankin Modern Wealth Management, LLC | 1,608 | $229,274.66 | $245,742.6 | $16,467.94 | 7.18% |
Benj Foor Frazier Financial Advisors, LLC | 4,125 | $475,002.36 | $630,403.12 | $155,400.76 | 32.72% |
Amir Har-El Savvy Advisors, Inc. | 16,153 | $2.33M | $2.47M | $131,910.5 | 5.65% |