| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 3,104 | $1.23M | $1.24M | $6,425.96 | 0.52% |
NICOLE MARTIN Arlington Trust Co LLC | 30 | $9,544 | $11,985.6 | $2,441.6 | 25.58% |
Chris Kleine Park Capital Management, LLC / WI | 613 | $243,230 | $250,180.62 | $6,950.62 | 2.86% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 57,006 | $12.46M | $23.09M | $10.63M | 85.34% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 4,734 | $1.11M | $1.91M | $799,765.63 | 71.89% |
JOHN TERRILL Peoples Bank/KS | 5,259 | $1.21M | $2.11M | $901,973.81 | 74.52% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,164 | $285,706.09 | $472,549.08 | $186,842.99 | 65.4% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,971 | $587,632.83 | $797,742.54 | $210,109.71 | 35.76% |
Syon Capital LLC SYON CAPITAL LLC | 5,500 | $1.22M | $2.19M | $975,766.61 | 80.08% |
Kevin Bresler TD Waterhouse Canada Inc. | 70,061 | $26.37M | $28.3M | $1.94M | 7.34% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,473 | $886,469.05 | $1.41M | $519,192.97 | 58.57% |
| AK Alisha Kamadia United Community Bank | 245 | $70,120.21 | $98,935.9 | $28,815.69 | 41.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 36,093 | $8.94M | $14.58M | $5.64M | 63.08% |
Robert Shea NEOS Investment Management LLC | 373,750 | $99.67M | $150.85M | $51.19M | 51.36% |
Charles Corkery PUREfi Wealth, LLC | 2,565 | $682,941.97 | $1.04M | $357,806.78 | 52.39% |
James Rankin Modern Wealth Management, LLC | 2,019 | $519,990.56 | $810,103.56 | $290,113 | 55.79% |
Menachem Striks Morton Capital Management LLC/CA | 1,125 | $255,549.73 | $457,076.25 | $201,526.52 | 78.86% |
David Vollmer PFS Partners, LLC | 376 | $76,285 | $151,817.52 | $75,532.52 | 99.01% |
Benj Foor Frazier Financial Advisors, LLC | 23 | $9,056.83 | $9,277.51 | $220.68 | 2.44% |
Angela Kelley HTLF Bank | 1,647 | $327,858.68 | $668,632.59 | $340,773.91 | 103.94% |