| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 38,211 | $2M | $2.24M | $235,270.69 | 11.74% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 345,344 | $16.22M | $20.09M | $3.87M | 23.87% |
Jesse Steele Etesian Wealth Advisors, Inc. | 9,397 | $370,584.94 | $548,925.75 | $178,340.81 | 48.12% |
NICOLE MARTIN Arlington Trust Co LLC | 5,724 | $286,128.15 | $332,106.48 | $45,978.33 | 16.07% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.06M | $46.7M | $62.31M | $15.61M | 33.43% |
Matthew J. Syverson Sound Stewardship, LLC | 44,037 | $1.85M | $2.57M | $712,892.11 | 38.44% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 3,863 | $230,551.2 | $227,105.77 | -$3,445.43 | -1.49% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 55,969 | $2.47M | $3.26M | $781,243.88 | 31.57% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 111,076 | $6.12M | $6.46M | $345,681.56 | 5.65% |
| KS Kristi Shields ROGCO, LP | 1,181 | $48,539.1 | $68,852.3 | $20,313.2 | 41.85% |
Daniel Dorval DORVAL Corp | 355,634 | $16.31M | $20.87M | $4.55M | 27.92% |
Syon Capital LLC SYON CAPITAL LLC | 116,306 | $4.99M | $6.82M | $1.83M | 36.62% |
Kevin Bresler TD Waterhouse Canada Inc. | 2.35M | $119.95M | $136.41M | $16.45M | 13.72% |
| AK Alisha Kamadia United Community Bank | 38,055 | $1.59M | $2.21M | $616,193.94 | 38.73% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 101,014 | $4.46M | $5.9M | $1.44M | 32.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1.09M | $55.23M | $63.42M | $8.19M | 14.83% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,401 | $203,006 | $199,978.8 | -$3,027.2 | -1.49% |
RENEE PILKENTON Exchange Bank | 35,646 | $1.89M | $2.09M | $196,844.83 | 10.42% |
Charles Corkery PUREfi Wealth, LLC | 8,966 | $394,862.77 | $522,762.63 | $127,899.86 | 32.39% |
Riley Stephenson Stephenson & Company, Inc. | 125,603 | $5.45M | $7.37M | $1.92M | 35.31% |