| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 194 | $21,905.05 | $18,660.86 | -$3,244.19 | -14.81% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 2,146 | $206,553 | $223,806.34 | $17,253.34 | 8.35% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 67,712 | $7.07M | $6.51M | -$560,465.68 | -7.92% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 7,018 | $709,517.42 | $675,061.42 | -$34,456 | -4.86% |
JOHN TERRILL Peoples Bank/KS | 3,249 | $294,859.92 | $334,127.16 | $39,267.24 | 13.32% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 7,191 | $821,224.08 | $739,522.44 | -$81,701.64 | -9.95% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 244,980 | $30.34M | $23.56M | -$6.77M | -22.33% |
| KS Kristi Shields ROGCO, LP | 4,862 | $469,589.97 | $499,059.99 | $29,470.02 | 6.28% |
Syon Capital LLC SYON CAPITAL LLC | 16,084 | $1.6M | $1.65M | $55,740.77 | 3.49% |
Florian Peters denkapparat Operations GmbH | 6,252 | $663,086.26 | $649,145.16 | -$13,941.1 | -2.1% |
Kevin Bresler TD Waterhouse Canada Inc. | 191,083 | $18.85M | $18.38M | -$472,640.25 | -2.51% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 368 | $29,949.74 | $35,397.92 | $5,448.18 | 18.19% |
Brian Glenn Premier Path Wealth Partners, LLC | 19,781 | $1.87M | $2.05M | $174,353.05 | 9.31% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 6,407 | $696,980.77 | $667,353.12 | -$29,627.65 | -4.25% |
| AK Alisha Kamadia United Community Bank | 3,829 | $372,159.72 | $395,516.55 | $23,356.83 | 6.28% |
Mark Romin Lakeshore Financial Planning, Inc. | 2,186 | $177,387.11 | $226,797.5 | $49,410.39 | 27.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 85,251 | $9.37M | $8.85M | -$516,636.25 | -5.51% |
Robert Shea NEOS Investment Management LLC | 288,670 | $30.73M | $29.89M | -$842,591.01 | -2.74% |
RENEE PILKENTON Exchange Bank | 3,286 | $294,972.87 | $341,185.38 | $46,212.51 | 15.67% |
Teresa Douberly Burford Brothers, Inc. | 3,411 | $311,167.56 | $353,771.86 | $42,604.3 | 13.69% |