| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Steele Etesian Wealth Advisors, Inc. | 5,589 | $1.59M | $2.06M | $469,689.19 | 29.52% |
Kristy DeJarnette Financial Security Advisor, Inc. | 2,058 | $524,494.99 | $758,908.08 | $234,413.09 | 44.69% |
Christopher Barr Red Mountain Financial, LLC | 1,800 | $435,193.09 | $663,768 | $228,574.91 | 52.52% |
NICOLE MARTIN Arlington Trust Co LLC | 193,849 | $54.26M | $71.48M | $17.22M | 31.74% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 496,591 | $108.26M | $183.12M | $74.87M | 69.16% |
Matthew J. Syverson Sound Stewardship, LLC | 9,294 | $1.93M | $3.43M | $1.49M | 77.31% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 856 | $287,518.79 | $315,658.56 | $28,139.77 | 9.79% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 116,329 | $29.23M | $42.9M | $13.67M | 46.75% |
MICHAEL DE LUZ Williams & Novak, LLC | 1,128 | $307,537.28 | $415,961.28 | $108,424 | 35.26% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 77,579 | $23.01M | $28.61M | $5.59M | 24.31% |
| KS Kristi Shields ROGCO, LP | 232 | $62,062.29 | $85,552.32 | $23,490.03 | 37.85% |
Stacey Cheek Wheelhouse Advisory Group LLC | 1,091 | $274,162.3 | $402,317.16 | $128,154.86 | 46.74% |
Syon Capital LLC SYON CAPITAL LLC | 3,843 | $1.17M | $1.42M | $243,249.4 | 20.72% |
Kevin Bresler TD Waterhouse Canada Inc. | 52,460 | $14.24M | $19.35M | $5.1M | 35.84% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,249 | $354,381.06 | $460,581.24 | $106,200.18 | 29.97% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,095 | $312,913.28 | $403,792.2 | $90,878.92 | 29.04% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,196 | $523,407.6 | $809,796.96 | $286,389.36 | 54.72% |
| AK Alisha Kamadia United Community Bank | 18,721 | $5.57M | $6.9M | $1.34M | 24.01% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 711 | $209,464.43 | $262,188.36 | $52,723.93 | 25.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 175,449 | $46.09M | $64.7M | $18.61M | 40.38% |