| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Annmarie Young KPP Advisory Services LLC | 2,533 | $298,197.37 | $409,915.39 | $111,718.02 | 37.46% |
John Hayes LongView Wealth Management | 2,397 | $282,822.43 | $387,906.51 | $105,084.08 | 37.16% |
Norden Group LLC NORDEN GROUP LLC | 1,773 | $239,479 | $286,924.59 | $47,445.59 | 19.81% |
Berkeley Harrison Sterling Financial Group, Inc. | 11,675 | $1.41M | $1.89M | $481,360.25 | 34.19% |
Andrew Agosta Prosperity Financial Group, Inc. | 1,672 | $222,474.76 | $270,579.76 | $48,105 | 21.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 30,463 | $4.22M | $4.93M | $707,214.86 | 16.75% |
Marilou Davido WFA Asset Management Corp | 506 | $67,950.74 | $81,885.98 | $13,935.24 | 20.51% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,396 | $729,199.65 | $873,234.68 | $144,035.03 | 19.75% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,450 | $330,124.62 | $396,483.5 | $66,358.88 | 20.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,661 | $1.5M | $1.89M | $390,177.89 | 26.07% |
JOHN TERRILL Peoples Bank/KS | 14,600 | $1.75M | $2.36M | $616,273.43 | 35.29% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,881 | $265,483.98 | $304,402.23 | $38,918.25 | 14.66% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 16,474 | $2.34M | $2.67M | $323,220.09 | 13.8% |
| KS Kristi Shields ROGCO, LP | 3,590 | $386,427.91 | $580,969.7 | $194,541.79 | 50.34% |
Kevin Bresler TD Waterhouse Canada Inc. | 14,754 | $1.93M | $2.39M | $456,776.56 | 23.66% |
| AK Alisha Kamadia United Community Bank | 4,310 | $526,333.82 | $697,487.3 | $171,153.48 | 32.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 35,489 | $4.9M | $5.74M | $838,683.92 | 17.1% |
Mark Petersen Prosperitas Financial LLC | 3,016 | $456,653 | $488,079.28 | $31,426.28 | 6.88% |
James Rankin Modern Wealth Management, LLC | 2,190 | $330,767 | $354,407.7 | $23,640.7 | 7.15% |
Menachem Striks Morton Capital Management LLC/CA | 1,638 | $221,245 | $265,077.54 | $43,832.54 | 19.81% |