| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 193,849 | $54.26M | $71.38M | $17.12M | 31.54% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 504,889 | $111.33M | $185.91M | $74.58M | 66.99% |
Matthew J. Syverson Sound Stewardship, LLC | 9,125 | $1.9M | $3.36M | $1.46M | 76.78% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 859 | $288,629.78 | $316,292.38 | $27,662.6 | 9.58% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 116,320 | $29.23M | $44.41M | $15.18M | 51.93% |
MICHAEL DE LUZ Williams & Novak, LLC | 1,128 | $307,537.28 | $415,340.87 | $107,803.59 | 35.05% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 75,618 | $22.55M | $27.84M | $5.29M | 23.48% |
Stacey Cheek Wheelhouse Advisory Group LLC | 1,088 | $273,450.34 | $400,612.47 | $127,162.13 | 46.5% |
Syon Capital LLC SYON CAPITAL LLC | 11,353 | $3.95M | $4.36M | $404,966.13 | 10.24% |
Kevin Bresler TD Waterhouse Canada Inc. | 58,165 | $16.35M | $21.42M | $5.07M | 31.01% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,252 | $355,491.4 | $460,998.91 | $105,507.51 | 29.68% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,095 | $312,913.28 | $403,189.94 | $90,276.66 | 28.85% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,196 | $523,407.6 | $808,589.14 | $285,181.54 | 54.49% |
| AK Alisha Kamadia United Community Bank | 21,321 | $6.53M | $8.14M | $1.61M | 24.69% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 833 | $254,598.87 | $306,718.92 | $52,120.05 | 20.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 175,449 | $46.09M | $64.6M | $18.51M | 40.17% |
Mark Petersen Prosperitas Financial LLC | 745 | $210,954 | $283,092.55 | $72,138.55 | 34.2% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 2,852 | $684,257.18 | $1.05M | $365,877.71 | 53.47% |
RENEE PILKENTON Exchange Bank | 13,366 | $3.42M | $4.92M | $1.5M | 44.03% |
Teresa Douberly Burford Brothers, Inc. | 577 | $213,513 | $212,457.16 | -$1,055.84 | -0.49% |