| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Kleine Park Capital Management, LLC / WI | 1,776 | $283,769.31 | $426,684 | $142,914.69 | 50.36% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 43,398 | $11.68M | $10.69M | -$995,943.1 | -8.52% |
JOHN TERRILL Peoples Bank/KS | 949 | $217,862 | $232,538.21 | $14,676.21 | 6.74% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 6,918 | $1.67M | $1.67M | -$8,635.83 | -0.52% |
MICHAEL DE LUZ Williams & Novak, LLC | 11,349 | $2.11M | $2.75M | $631,212 | 29.86% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,019 | $271,384.98 | $245,028.75 | -$26,356.23 | -9.71% |
| KS Kristi Shields ROGCO, LP | 1,352 | $320,461.45 | $323,506.56 | $3,045.11 | 0.95% |
Syon Capital LLC SYON CAPITAL LLC | 9,373 | $2.29M | $2.3M | $11,759.35 | 0.51% |
Florian Peters denkapparat Operations GmbH | 3,444 | $585,212.5 | $828,493.46 | $243,280.96 | 41.57% |
Kevin Bresler TD Waterhouse Canada Inc. | 95,374 | $19.89M | $22.96M | $3.06M | 15.39% |
Melissa S. Kampmann Kampmann Melissa S. | 4,240 | $1.14M | $1.02M | -$117,109.17 | -10.29% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,404 | $1.7M | $1.54M | -$158,907.65 | -9.35% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 110,094 | $19.91M | $27.16M | $7.25M | 36.41% |
| AK Alisha Kamadia United Community Bank | 843 | $210,426.66 | $201,325.26 | -$9,101.4 | -4.33% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 1,304 | $238,872.71 | $312,712.24 | $73,839.53 | 30.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 146,754 | $30.25M | $35.32M | $5.07M | 16.77% |
Mark Petersen Prosperitas Financial LLC | 3,044 | $564,026.4 | $747,423.76 | $183,397.36 | 32.52% |
Robert Shea NEOS Investment Management LLC | 153,886 | $37.4M | $36.89M | -$505,281.05 | -1.35% |
Teresa Douberly Burford Brothers, Inc. | 3,354 | $868,801.73 | $803,752.56 | -$65,049.17 | -7.49% |
Savoie Capital LLC Savoie Capital LLC | 12,900 | $3.89M | $3.16M | -$725,625 | -18.68% |