| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 136 | $7,223 | $9,256.84 | $2,033.84 | 28.16% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 107,973 | $5.25M | $7.18M | $1.93M | 36.72% |
JOHN TERRILL Peoples Bank/KS | 23,614 | $1.07M | $1.57M | $493,473.44 | 45.95% |
Syon Capital LLC SYON CAPITAL LLC | 30,996 | $1.9M | $2.06M | $164,899.02 | 8.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 57,355 | $3.38M | $3.82M | $434,590.14 | 12.85% |
Brian Glenn Premier Path Wealth Partners, LLC | 51,242 | $2.22M | $3.48M | $1.26M | 56.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 255,960 | $14.87M | $17.03M | $2.16M | 14.54% |
Teresa Douberly Burford Brothers, Inc. | 15,643 | $676,777.07 | $1.05M | $377,013.62 | 55.71% |
James Rankin Modern Wealth Management, LLC | 574,550 | $24.73M | $38.25M | $13.52M | 54.68% |
David Vollmer PFS Partners, LLC | 712 | $23,859.98 | $48,448.04 | $24,588.06 | 103.05% |
Amir Har-El Savvy Advisors, Inc. | 24,220 | $1.28M | $1.61M | $329,980.88 | 25.76% |
David W. Lewis Lewis Asset Management, LLC | 11,059 | $478,895.62 | $746,261.32 | $267,365.7 | 55.83% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,418 | $52,373.97 | $96,594.16 | $44,220.19 | 84.43% |
Owen McCabe Tyche Wealth Partners LLC | 14,186 | $658,359.74 | $961,314.29 | $302,954.55 | 46.02% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 59,546 | $2.65M | $4.03M | $1.38M | 52.12% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 7,923 | $332,736.43 | $527,632.18 | $194,895.75 | 58.57% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 556 | $23,304.18 | $37,657.88 | $14,353.7 | 61.59% |
PETER KRUSSEL Southland Equity Partners LLC | 5,493 | $248,889.8 | $371,903.56 | $123,013.76 | 49.42% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 433 | $20,745.28 | $28,820.48 | $8,075.2 | 38.93% |
Taylor Wagner Valued Wealth Advisors LLC | 9 | $380.71 | $614.11 | $233.4 | 61.31% |