| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 11,265 | $1.29M | $1.08M | -$201,928.31 | -15.71% |
Kristy DeJarnette Financial Security Advisor, Inc. | 3,254 | $300,304.89 | $313,002.26 | $12,697.37 | 4.23% |
NICOLE MARTIN Arlington Trust Co LLC | 194 | $21,905.05 | $18,660.86 | -$3,244.19 | -14.81% |
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 | $312,521.31 | $17,661.39 | 5.99% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 10,363 | $1.08M | $996,816.97 | -$85,209.83 | -7.88% |
| 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 | $467,675.78 | -$1,914.19 | -0.41% |
Syon Capital LLC SYON CAPITAL LLC | 12,340 | $1.23M | $1.19M | -$47,850.96 | -3.88% |
Florian Peters denkapparat Operations GmbH | 6,252 | $663,086.26 | $654,459.36 | -$8,626.9 | -1.3% |
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 | $1.9M | $29,951.75 | 1.6% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 6,407 | $696,980.77 | $616,289.33 | -$80,691.44 | -11.58% |
| AK Alisha Kamadia United Community Bank | 3,789 | $365,699.27 | $364,463.91 | -$1,235.36 | -0.34% |
Mark Romin Lakeshore Financial Planning, Inc. | 2,186 | $177,387.11 | $210,271.34 | $32,884.23 | 18.54% |
Courtney Haddad Concurrent Investment Advisors, LLC | 85,251 | $9.37M | $8.2M | -$1.17M | -12.47% |
Robert Shea NEOS Investment Management LLC | 256,554 | $27.64M | $24.68M | -$2.96M | -10.71% |
RENEE PILKENTON Exchange Bank | 3,286 | $294,972.87 | $316,080.34 | $21,107.47 | 7.16% |