| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 21 | $2,883.03 | $5,991.51 | $3,108.48 | 107.82% |
Kevin Orr Centennial Bank/AR/ | 25 | $2,307 | $6,993 | $4,686 | 203.12% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 25,510 | $4.77M | $7.32M | $2.56M | 53.6% |
Jae Cho Marex Group plc | 861 | $204,522 | $247,670.95 | $43,148.95 | 21.1% |
NICOLE MARTIN Arlington Trust Co LLC | 17 | $3,944 | $4,921.58 | $977.58 | 24.79% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,250 | $483,380.5 | $642,082.5 | $158,702 | 32.83% |
Matthew J. Syverson Sound Stewardship, LLC | 1,291 | $323,550.33 | $356,845.31 | $33,294.98 | 10.29% |
JOHN TERRILL Peoples Bank/KS | 2,048 | $263,249.92 | $589,762.56 | $326,512.64 | 124.03% |
Syon Capital LLC SYON CAPITAL LLC | 5,173 | $975,617.98 | $1.49M | $511,050.54 | 52.38% |
Kevin Bresler TD Waterhouse Canada Inc. | 417 | $97,100.96 | $118,936.74 | $21,835.78 | 22.49% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,472 | $318,031.31 | $411,747.84 | $93,716.53 | 29.47% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 77,019 | $10.7M | $21.97M | $11.27M | 105.37% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,379 | $795,666.82 | $1.25M | $453,311.56 | 56.97% |
Robert Shea NEOS Investment Management LLC | 26,365 | $5.67M | $7.37M | $1.71M | 30.11% |
Charles Corkery PUREfi Wealth, LLC | 2,286 | $534,837.62 | $631,873.26 | $97,035.64 | 18.14% |
James Rankin Modern Wealth Management, LLC | 3,592 | $761,918.51 | $1.03M | $269,488.37 | 35.37% |
Menachem Striks Morton Capital Management LLC/CA | 1,450 | $215,861.5 | $405,594 | $189,732.5 | 87.9% |
Benj Foor Frazier Financial Advisors, LLC | 54 | $12,529 | $15,104.88 | $2,575.88 | 20.56% |
Amir Har-El Savvy Advisors, Inc. | 2,539 | $562,324.54 | $729,911.72 | $167,587.18 | 29.8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,454 | $585,401.97 | $705,696.78 | $120,294.81 | 20.55% |