| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT Derek Tinnin Altiora Financial Group, LLC | 1,100 | $205,491 | $380,802.29 | $175,311.29 | 85.31% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,008 | $269,992.5 | $348,953.37 | $78,960.87 | 29.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 20,314 | $6M | $7.03M | $1.03M | 17.23% |
John Hayes LongView Wealth Management | 1,870 | $408,359.08 | $639,502.62 | $231,143.54 | 56.6% |
Norden Group LLC NORDEN GROUP LLC | 2,300 | $602,317.92 | $796,087.5 | $193,769.58 | 32.17% |
Denise Reinert CGC Financial Services, LLC | 2,731 | $553,628.2 | $943,669.74 | $390,041.54 | 70.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 42,027 | $10.92M | $14.37M | $3.46M | 31.65% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 896 | $116,379.87 | $310,128 | $193,748.13 | 166.48% |
Jon Greer GSG Advisors LLC | 4,946 | $1.11M | $1.71M | $602,065.76 | 54.24% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 177,515 | $41.08M | $60.83M | $19.75M | 48.07% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 116,854 | $31.31M | $40.45M | $9.14M | 29.2% |
NICOLE MARTIN Arlington Trust Co LLC | 783 | $246,488.4 | $271,039.36 | $24,550.96 | 9.96% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,069 | $2.9M | $3.84M | $932,462.78 | 32.12% |
Matthew J. Syverson Sound Stewardship, LLC | 597 | $205,354 | $206,287.38 | $933.38 | 0.45% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 12 | $2,886.4 | $4,158.12 | $1,271.72 | 44.06% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 11,809 | $3.22M | $4.09M | $868,054.26 | 26.96% |
| KS Kristi Shields ROGCO, LP | 20 | $6,157 | $6,923.1 | $766.1 | 12.44% |
Stacey Cheek Wheelhouse Advisory Group LLC | 67,329 | $15.88M | $23.3M | $7.43M | 46.78% |
Kevin Bresler TD Waterhouse Canada Inc. | 13,473 | $3.86M | $4.67M | $802,562.1 | 20.78% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,220 | $266,143 | $418,057.4 | $151,914.4 | 57.08% |