| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 290 | $12,060.53 | $16,799.7 | $4,739.17 | 39.29% |
Kevin Orr Centennial Bank/AR/ | 81,619 | $3.69M | $4.72M | $1.04M | 28.1% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 38,211 | $2M | $2.25M | $245,587.66 | 12.25% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 344,754 | $16.18M | $19.94M | $3.76M | 23.22% |
Jesse Steele Etesian Wealth Advisors, Inc. | 9,671 | $381,265.47 | $569,476.83 | $188,211.36 | 49.36% |
NICOLE MARTIN Arlington Trust Co LLC | 5,724 | $286,128.15 | $331,591.32 | $45,463.17 | 15.89% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.03M | $45.13M | $59.8M | $14.67M | 32.51% |
Matthew J. Syverson Sound Stewardship, LLC | 45,005 | $1.89M | $2.65M | $757,921.83 | 40.06% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 3,782 | $225,747 | $222,703.07 | -$3,043.93 | -1.35% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 55,822 | $2.47M | $3.23M | $767,790.25 | 31.14% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 94,877 | $5.16M | $5.56M | $409,131.58 | 7.94% |
| KS Kristi Shields ROGCO, LP | 1,184 | $48,662.4 | $68,482.56 | $19,820.16 | 40.73% |
Daniel Dorval DORVAL Corp | 349,146 | $15.92M | $20.56M | $4.64M | 29.11% |
Syon Capital LLC SYON CAPITAL LLC | 127,367 | $5.43M | $7.37M | $1.94M | 35.71% |
Kevin Bresler TD Waterhouse Canada Inc. | 2.13M | $106.72M | $123.05M | $16.32M | 15.3% |
| AK Alisha Kamadia United Community Bank | 37,585 | $1.56M | $2.17M | $611,164.92 | 39.11% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 100,840 | $4.45M | $5.84M | $1.39M | 31.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 945,800 | $46.45M | $54.79M | $8.34M | 17.96% |
RENEE PILKENTON Exchange Bank | 31,175 | $1.62M | $1.84M | $212,469.05 | 13.09% |
Charles Corkery PUREfi Wealth, LLC | 10,419 | $458,852.91 | $613,522.81 | $154,669.9 | 33.71% |