| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 4,507 | $399,747.01 | $479,905.36 | $80,158.35 | 20.05% |
Marilou Davido WFA Asset Management Corp | 3,089 | $332,933.65 | $327,032.43 | -$5,901.22 | -1.77% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 27,374 | $2.69M | $2.91M | $221,329.37 | 8.22% |
NICOLE MARTIN Arlington Trust Co LLC | 17 | $1,968.08 | $1,807.27 | -$160.81 | -8.17% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 36,702 | $3.42M | $3.89M | $471,472.75 | 13.78% |
| KS Kristi Shields ROGCO, LP | 126 | $10,149.5 | $13,339.62 | $3,190.12 | 31.43% |
Syon Capital LLC SYON CAPITAL LLC | 6,271 | $681,141.27 | $669,993.64 | -$11,147.63 | -1.64% |
Kevin Bresler TD Waterhouse Canada Inc. | 13,287 | $1.54M | $1.41M | -$133,596.61 | -8.66% |
Melissa S. Kampmann Kampmann Melissa S. | 11,680 | $1.22M | $1.24M | $24,586.4 | 2.02% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,416 | $203,341.45 | $257,908 | $54,566.55 | 26.83% |
Courtney Haddad Concurrent Investment Advisors, LLC | 43,087 | $4.2M | $4.57M | $366,185.76 | 8.71% |
Robert Shea NEOS Investment Management LLC | 52,443 | $5.42M | $5.6M | $181,776.35 | 3.36% |
Charles Corkery PUREfi Wealth, LLC | 4,252 | $457,187.97 | $450,159.24 | -$7,028.73 | -1.54% |
James Rankin Modern Wealth Management, LLC | 9,104 | $857,935.42 | $969,667.04 | $111,731.62 | 13.02% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 5,133 | $427,476.41 | $543,430.71 | $115,954.3 | 27.13% |
David Vollmer PFS Partners, LLC | 131 | $13,952.1 | $13,984.25 | $32.15 | 0.23% |
Angela Kelley HTLF Bank | 2,875 | $241,783.16 | $304,376.25 | $62,593.09 | 25.89% |
Amir Har-El Savvy Advisors, Inc. | 6,360 | $732,147.8 | $678,516.6 | -$53,631.2 | -7.33% |
Ann Keitner Quantum Portfolio Management LLC | 4,413 | $476,426.67 | $471,087.75 | -$5,338.92 | -1.12% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,552 | $306,743.59 | $485,402.52 | $178,658.93 | 58.24% |