| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mitch S Zides Constant Guidance Financial LLC | 4,017 | $597,926.13 | $641,575.15 | $43,649.02 | 7.3% |
Jon Greer GSG Advisors LLC | 214,060 | $22.5M | $34.44M | $11.94M | 53.06% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,211 | $861,589.26 | $991,151.38 | $129,562.12 | 15.04% |
Jesse Steele Etesian Wealth Advisors, Inc. | 32,323 | $4.67M | $5.21M | $538,381.44 | 11.53% |
NICOLE MARTIN Arlington Trust Co LLC | 459,352 | $51.86M | $73.54M | $21.68M | 41.8% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 46,440 | $5.57M | $7.42M | $1.85M | 33.2% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 36,784 | $4.62M | $5.9M | $1.28M | 27.59% |
Stacey Cheek Wheelhouse Advisory Group LLC | 2,091 | $302,633.38 | $334,047.7 | $31,414.32 | 10.38% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,076 | $2M | $2.41M | $408,938.99 | 20.42% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,780 | $320,880.6 | $445,703.5 | $124,822.9 | 38.9% |
| AK Alisha Kamadia United Community Bank | 26,058 | $3.74M | $4.17M | $432,808.45 | 11.59% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,615 | $239,181 | $257,867.05 | $18,686.05 | 7.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 166,859 | $20.16M | $26.69M | $6.53M | 32.4% |
RENEE PILKENTON Exchange Bank | 6,673 | $932,932.08 | $1.07M | $141,621.11 | 15.18% |
Charles Corkery PUREfi Wealth, LLC | 10,069 | $1.35M | $1.62M | $276,326.63 | 20.53% |
James Rankin Modern Wealth Management, LLC | 36,530 | $5.64M | $5.84M | $196,392.07 | 3.48% |
Menachem Striks Morton Capital Management LLC/CA | 8,899 | $1.02M | $1.43M | $416,142.88 | 40.9% |
David Vollmer PFS Partners, LLC | 80 | $9,044.63 | $12,820 | $3,775.37 | 41.74% |
Benj Foor Frazier Financial Advisors, LLC | 1,478 | $166,624.94 | $236,849.5 | $70,224.56 | 42.15% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,858 | $797,351.31 | $1.11M | $307,815.39 | 38.6% |