| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 15,477 | $1.61M | $1.68M | $73,670.28 | 4.58% |
Jesse Steele Etesian Wealth Advisors, Inc. | 32,418 | $2.17M | $3.42M | $1.25M | 57.79% |
NICOLE MARTIN Arlington Trust Co LLC | 148 | $14,212 | $15,625.84 | $1,413.84 | 9.95% |
Chris Kleine Park Capital Management, LLC / WI | 12,482 | $1M | $1.32M | $315,142.77 | 31.43% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 132,355 | $12.3M | $13.97M | $1.68M | 13.63% |
Matthew J. Syverson Sound Stewardship, LLC | 4,720 | $319,808.65 | $498,337.6 | $178,528.95 | 55.82% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 2,018 | $209,729 | $213,060.44 | $3,331.44 | 1.59% |
JOHN TERRILL Peoples Bank/KS | 7,574 | $605,510.15 | $799,662.92 | $194,152.77 | 32.06% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 787,607 | $73.54M | $85.07M | $11.53M | 15.68% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 13,823 | $1.07M | $1.46M | $385,429.59 | 35.89% |
| KS Kristi Shields ROGCO, LP | 1,924 | $141,866.46 | $203,135.92 | $61,269.46 | 43.19% |
Kevin Bresler TD Waterhouse Canada Inc. | 127,379 | $11.53M | $13.45M | $1.92M | 16.64% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,287 | $387,483.54 | $452,621.46 | $65,137.92 | 16.81% |
| AK Alisha Kamadia United Community Bank | 92,548 | $6.38M | $10.04M | $3.66M | 57.31% |
Mark Romin Lakeshore Financial Planning, Inc. | 6,068 | $418,207 | $640,659.44 | $222,452.44 | 53.19% |
Courtney Haddad Concurrent Investment Advisors, LLC | 381,980 | $34.06M | $40.33M | $6.27M | 18.41% |
RENEE PILKENTON Exchange Bank | 7,941 | $583,823.28 | $838,410.78 | $254,587.5 | 43.61% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 77,190 | $5.9M | $8.15M | $2.25M | 38.24% |
Riley Stephenson Stephenson & Company, Inc. | 9,373 | $708,091.43 | $989,601.34 | $281,509.91 | 39.76% |
James Rankin Modern Wealth Management, LLC | 39,349 | $3.52M | $4.27M | $757,466.07 | 21.53% |