| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Monaco Dechtman Wealth Management, LLC | 1,021 | $305,461.23 | $301,082.7 | -$4,378.53 | -1.43% |
Denise Reinert CGC Financial Services, LLC | 162 | $48,451.38 | $47,772.18 | -$679.2 | -1.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,309 | $2.02M | $2.16M | $133,019.62 | 6.58% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 7,984 | $2.19M | $2.35M | $165,808.95 | 7.58% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 6,358 | $1.72M | $1.87M | $151,502.25 | 8.79% |
Mathieu Cornu Pictet Asset Management Holding SA | 86,925 | $23.41M | $25.63M | $2.22M | 9.48% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 40 | $11,033.98 | $11,795.6 | $761.62 | 6.9% |
Kevin Orr Centennial Bank/AR/ | 18 | $4,997.26 | $5,462.28 | $465.02 | 9.31% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 7,542 | $2.13M | $2.22M | $89,895.63 | 4.21% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 120 | $29,072.4 | $36,415.2 | $7,342.8 | 25.26% |
Jae Cho Marex Group plc | 2,653 | $771,624.83 | $819,697.41 | $48,072.58 | 6.23% |
NICOLE MARTIN Arlington Trust Co LLC | 22 | $6,391 | $6,487.58 | $96.58 | 1.51% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,600 | $1.17M | $1.36M | $182,512.54 | 15.55% |
JOHN TERRILL Peoples Bank/KS | 1,070 | $276,312.9 | $315,532.31 | $39,219.41 | 14.19% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 711 | $197,940.81 | $215,760.05 | $17,819.24 | 9% |
| KS Kristi Shields ROGCO, LP | 1,424 | $417,488 | $419,923.37 | $2,435.37 | 0.58% |
Syon Capital LLC SYON CAPITAL LLC | 2,785 | $792,112.69 | $860,481.45 | $68,368.76 | 8.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,753 | $2.53M | $2.58M | $50,972.86 | 2.01% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 123 | $34,272.93 | $36,271.47 | $1,998.54 | 5.83% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,297 | $851,709.38 | $972,252.36 | $120,542.98 | 14.15% |