| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 12,109 | $5.56M | $6.3M | $735,081.99 | 13.21% |
Mitch S Zides Constant Guidance Financial LLC | 7,707 | $3.67M | $4.01M | $335,561.68 | 9.14% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 556 | $255,917.57 | $289,186.72 | $33,269.15 | 13% |
NICOLE MARTIN Arlington Trust Co LLC | 160 | $83,582 | $83,403.2 | -$178.8 | -0.21% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,146 | $812,986.4 | $1.12M | $305,755.59 | 37.61% |
JOHN TERRILL Peoples Bank/KS | 1,617 | $609,372.43 | $841,939.56 | $232,567.13 | 38.17% |
| KS Kristi Shields ROGCO, LP | 387 | $153,933 | $199,773.28 | $45,840.28 | 29.78% |
Kevin Bresler TD Waterhouse Canada Inc. | 36,204 | $13.46M | $18.87M | $5.41M | 40.2% |
| AK Alisha Kamadia United Community Bank | 1,295 | $668,284.41 | $667,740.85 | -$543.56 | -0.08% |
Courtney Haddad Concurrent Investment Advisors, LLC | 38,451 | $16.62M | $20.04M | $3.42M | 20.58% |
James Rankin Modern Wealth Management, LLC | 20,828 | $9.6M | $10.85M | $1.25M | 13.07% |
Joseph C. Gissy Tactive Advisors, LLC | 630 | $278,473.06 | $325,212.31 | $46,739.25 | 16.78% |
Menachem Striks Morton Capital Management LLC/CA | 3,929 | $1.52M | $2.03M | $509,638.59 | 33.61% |
Lydia Gallas Harbour Trust & Investment Management Co | 620 | $233,659.15 | $319,690.6 | $86,031.45 | 36.82% |
Amir Har-El Savvy Advisors, Inc. | 428 | $205,790.93 | $222,797.54 | $17,006.61 | 8.26% |
David W. Lewis Lewis Asset Management, LLC | 8,520 | $3.76M | $4.4M | $634,181.67 | 16.85% |
Owen McCabe Tyche Wealth Partners LLC | 1,771 | $839,370.4 | $913,180.73 | $73,810.33 | 8.79% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 459 | $202,259 | $239,350.14 | $37,091.14 | 18.34% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,956 | $1.77M | $2.04M | $268,054.05 | 15.13% |
Jeffrey McGrath Cetera Trust Company, N.A | 40 | $15,074.8 | $20,625.2 | $5,550.4 | 36.82% |