| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 400 | $68,904 | $94,464 | $25,560 | 37.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 84,670 | $13.75M | $20M | $6.24M | 45.38% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,639 | $287,268 | $405,390.26 | $118,122.26 | 41.12% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,682 | $784,149.2 | $869,541.12 | $85,391.92 | 10.89% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,300 | $803,781 | $779,328 | -$24,453 | -3.04% |
| AK Alisha Kamadia United Community Bank | 22,286 | $3.44M | $5.55M | $2.11M | 61.2% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,750 | $4.44M | $5.84M | $1.41M | 31.65% |
Charles Corkery PUREfi Wealth, LLC | 3,059 | $581,148.65 | $722,413.44 | $141,264.79 | 24.31% |
David Vollmer PFS Partners, LLC | 269 | $46,485.45 | $63,527.04 | $17,041.59 | 36.66% |
Angela Kelley HTLF Bank | 4,523 | $743,672 | $1.07M | $324,479.68 | 43.63% |
Amir Har-El Savvy Advisors, Inc. | 4,548 | $892,071.05 | $1.07M | $181,984.63 | 20.4% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 5 | $910 | $1,180.8 | $270.8 | 29.76% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 81 | $15,388.38 | $19,128.96 | $3,740.58 | 24.31% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 838 | $172,460.4 | $197,902.08 | $25,441.68 | 14.75% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,517 | $1.69M | $2.01M | $320,784.45 | 18.97% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 25,776 | $4.3M | $6.09M | $1.79M | 41.71% |
Anthony Blagrove Traveka Wealth, LLC | 3,987 | $680,738.33 | $941,569.92 | $260,831.59 | 38.32% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 20,517 | $3.38M | $4.85M | $1.46M | 43.25% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,515 | $249,096.77 | $357,782.4 | $108,685.63 | 43.63% |
Andrea Butler Sequent Planning LLC | 1,904 | $410,647.52 | $477,142.42 | $66,494.9 | 16.19% |