| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Orr Centennial Bank/AR/ | 3,825 | $337,048.19 | $484,493.62 | $147,445.43 | 43.75% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 163,903 | $18.24M | $20.41M | $2.16M | 11.86% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,366 | $158,441.38 | $173,024.39 | $14,583.01 | 9.2% |
Jae Cho Marex Group plc | 2,190 | $299,614 | $273,093 | -$26,521 | -8.85% |
NICOLE MARTIN Arlington Trust Co LLC | 150 | $18,763.44 | $19,026.75 | $263.31 | 1.4% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 20,742 | $2.48M | $2.58M | $98,791.88 | 3.98% |
JOHN TERRILL Peoples Bank/KS | 2,574 | $259,034.87 | $320,064.03 | $61,029.16 | 23.56% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,516 | $445,388.75 | $571,770.76 | $126,382.01 | 28.38% |
| KS Kristi Shields ROGCO, LP | 7,880 | $614,542.29 | $997,038.28 | $382,495.99 | 62.24% |
Syon Capital LLC SYON CAPITAL LLC | 8,162 | $810,460.12 | $1.02M | $208,239.1 | 25.69% |
Kevin Bresler TD Waterhouse Canada Inc. | 211,586 | $27.74M | $26.3M | -$1.44M | -5.2% |
Brian Glenn Premier Path Wealth Partners, LLC | 9,195 | $831,286.38 | $1.16M | $333,582.19 | 40.13% |
| AK Alisha Kamadia United Community Bank | 3,278 | $306,872.81 | $414,830.9 | $107,958.09 | 35.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 52,617 | $5.45M | $6.54M | $1.09M | 19.97% |
Robert Shea NEOS Investment Management LLC | 421,913 | $47.53M | $53.38M | $5.85M | 12.3% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 144,228 | $11.24M | $18.27M | $7.03M | 62.53% |
James Rankin Modern Wealth Management, LLC | 7,308 | $788,824.31 | $910,430.64 | $121,606.33 | 15.42% |
David Vollmer PFS Partners, LLC | 500 | $68,405 | $63,267.1 | -$5,137.9 | -7.51% |
Benj Foor Frazier Financial Advisors, LLC | 1,499 | $177,842.89 | $189,758.41 | $11,915.52 | 6.7% |
Angela Kelley HTLF Bank | 2,770 | $225,496.35 | $350,626.6 | $125,130.25 | 55.49% |