| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 3,611 | $3.47M | $3.73M | $253,817 | 7.31% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 307 | $318,746.71 | $316,824 | -$1,922.71 | -0.6% |
Jae Cho Marex Group plc | 80,637 | $77.36M | $83.22M | $5.86M | 7.57% |
Jesse Steele Etesian Wealth Advisors, Inc. | 393 | $402,868.44 | $405,576 | $2,707.56 | 0.67% |
NICOLE MARTIN Arlington Trust Co LLC | 116 | $116,820.3 | $119,712 | $2,891.7 | 2.48% |
Chris Kleine Park Capital Management, LLC / WI | 215 | $203,493.46 | $221,880 | $18,386.54 | 9.04% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,966 | $6.13M | $6.16M | $24,844.51 | 0.41% |
JOHN TERRILL Peoples Bank/KS | 324 | $339,956.76 | $334,368 | -$5,588.76 | -1.64% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,367 | $1.5M | $1.41M | -$88,921.35 | -5.93% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 406 | $413,923.09 | $419,158.46 | $5,235.37 | 1.26% |
| KS Kristi Shields ROGCO, LP | 1,977 | $1.88M | $2.04M | $160,047.01 | 8.51% |
Syon Capital LLC SYON CAPITAL LLC | 2,340 | $2.33M | $2.41M | $80,262.46 | 3.44% |
Kevin Bresler TD Waterhouse Canada Inc. | 16,245 | $16.87M | $16.76M | -$108,365.2 | -0.64% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 524 | $542,287.05 | $540,768 | -$1,519.05 | -0.28% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,303 | $3.38M | $3.41M | $28,336.01 | 0.84% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 339 | $343,468.19 | $349,848 | $6,379.81 | 1.86% |
| AK Alisha Kamadia United Community Bank | 1,649 | $1.74M | $1.7M | -$43,228.73 | -2.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,668 | $8.75M | $8.95M | $194,576.42 | 2.22% |
Robert Shea NEOS Investment Management LLC | 21,129 | $22.07M | $21.81M | -$264,638.2 | -1.2% |
RENEE PILKENTON Exchange Bank | 434 | $443,482.89 | $447,888 | $4,405.11 | 0.99% |