| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 193,849 | $54.26M | $72.55M | $18.29M | 33.7% |
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 | $3.47M | $1.56M | 82.31% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 859 | $288,629.78 | $325,758.57 | $37,128.79 | 12.86% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 116,320 | $29.23M | $43.68M | $14.45M | 49.44% |
MICHAEL DE LUZ Williams & Novak, LLC | 1,128 | $307,537.28 | $423,927.44 | $116,390.16 | 37.85% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 75,618 | $22.55M | $28.42M | $5.87M | 26.04% |
Stacey Cheek Wheelhouse Advisory Group LLC | 1,088 | $273,450.34 | $411,797.12 | $138,346.78 | 50.59% |
Syon Capital LLC SYON CAPITAL LLC | 11,353 | $3.95M | $4.26M | $307,103.16 | 7.77% |
Kevin Bresler TD Waterhouse Canada Inc. | 58,165 | $16.35M | $21.77M | $5.42M | 33.15% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,252 | $355,491.4 | $475,421.96 | $119,930.56 | 33.74% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,095 | $312,913.28 | $411,249.15 | $98,335.87 | 31.43% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,196 | $523,407.6 | $841,562.1 | $318,154.5 | 60.79% |
| AK Alisha Kamadia United Community Bank | 21,321 | $6.53M | $8M | $1.47M | 22.58% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 833 | $254,598.87 | $315,607.04 | $61,008.17 | 23.96% |
Courtney Haddad Concurrent Investment Advisors, LLC | 175,449 | $46.09M | $65.87M | $19.78M | 42.91% |
Mark Petersen Prosperitas Financial LLC | 745 | $210,954 | $285,856.5 | $74,902.5 | 35.51% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 2,852 | $684,257.18 | $1.08M | $397,306.78 | 58.06% |
RENEE PILKENTON Exchange Bank | 13,366 | $3.42M | $5M | $1.59M | 46.39% |
Teresa Douberly Burford Brothers, Inc. | 577 | $213,513 | $218,290.64 | $4,777.64 | 2.24% |