| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anthony Moeller MN Wealth Advisors, LLC | 12,940 | $866,779.1 | $1.31M | $440,410.64 | 50.81% |
Jon Greer GSG Advisors LLC | 12,680 | $797,304.56 | $1.28M | $483,882.64 | 60.69% |
NICOLE MARTIN Arlington Trust Co LLC | 5,261 | $400,992.08 | $531,571.44 | $130,579.36 | 32.56% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 132,740 | $9.51M | $13.42M | $3.91M | 41.09% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,300 | $216,752 | $232,530 | $15,778 | 7.28% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 33,335 | $2.47M | $3.37M | $895,576.38 | 36.22% |
Kevin Bresler TD Waterhouse Canada Inc. | 65,177 | $5.86M | $6.59M | $726,503.53 | 12.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,074 | $1.12M | $1.42M | $300,191.38 | 26.74% |
Mark Petersen Prosperitas Financial LLC | 4,430 | $368,418.7 | $447,607.2 | $79,188.5 | 21.49% |
James Rankin Modern Wealth Management, LLC | 7,751 | $553,619.17 | $783,626.1 | $230,006.93 | 41.55% |
Amir Har-El Savvy Advisors, Inc. | 7,791 | $578,438.27 | $787,202.64 | $208,764.37 | 36.09% |
David W. Lewis Lewis Asset Management, LLC | 3,325 | $281,561 | $336,157.5 | $54,596.5 | 19.39% |
United Advisor Group LLC United Advisor Group, LLC | 2,164 | $203,935 | $218,780.4 | $14,845.4 | 7.28% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,533 | $238,702 | $256,086.3 | $17,384.3 | 7.28% |
Dane Grouell Turning Point Benefit Group, Inc. | 32,629 | $2.82M | $3.3M | $472,750.19 | 16.74% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 89,581 | $7.02M | $9.05M | $2.04M | 29.01% |
Mark Fonville Fonville Wealth Management LLC | 7,774 | $539,904.26 | $785,484.96 | $245,580.7 | 45.49% |
Joshua Stipcich Tidemark, LLC | 953 | $63,461.24 | $96,367.36 | $32,906.12 | 51.85% |
Rob Dainard Hara Capital LLC | 400 | $29,368 | $40,448 | $11,080 | 37.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 57,898 | $4.4M | $5.85M | $1.45M | 32.99% |