| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ben Loeffler ACORN CREEK CAPITAL LLC | 917 | $325,781.04 | $323,829.39 | -$1,951.65 | -0.6% |
Mitch S Zides Constant Guidance Financial LLC | 4,369 | $1.48M | $1.45M | -$30,494.09 | -2.06% |
Jon Greer GSG Advisors LLC | 2,333 | $732,227.26 | $774,462.66 | $42,235.4 | 5.77% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 161,621 | $52.93M | $53.65M | $719,630.94 | 1.36% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 17,798 | $5.85M | $6.26M | $410,065.92 | 7.01% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,871 | $1.16M | $1.02M | -$142,416.68 | -12.24% |
Jae Cho Marex Group plc | 126,271 | $43.45M | $41.92M | -$1.53M | -3.53% |
Jesse Steele Etesian Wealth Advisors, Inc. | 2,070 | $654,467.1 | $687,157.18 | $32,690.08 | 4.99% |
Kristy DeJarnette Financial Security Advisor, Inc. | 2,408 | $759,935.12 | $799,359.66 | $39,424.54 | 5.19% |
Christopher Barr Red Mountain Financial, LLC | 1,497 | $519,898.26 | $496,944.11 | -$22,954.15 | -4.42% |
NICOLE MARTIN Arlington Trust Co LLC | 1,223 | $444,419.48 | $405,987.07 | -$38,432.41 | -8.65% |
Chris Kleine Park Capital Management, LLC / WI | 2,364 | $913,384.57 | $784,753.42 | -$128,631.15 | -14.08% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 49,096 | $18.13M | $16.3M | -$1.83M | -10.1% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 6,431 | $2.13M | $2.13M | $6,085.09 | 0.29% |
JOHN TERRILL Peoples Bank/KS | 3,120 | $1.26M | $1.04M | -$228,508.25 | -18.07% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,417 | $1.6M | $1.57M | -$29,342.31 | -1.83% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 15,099 | $5.77M | $5.01M | -$752,976.75 | -13.06% |
| KS Kristi Shields ROGCO, LP | 3,513 | $1.08M | $1.17M | $90,556.86 | 8.42% |
Stacey Cheek Wheelhouse Advisory Group LLC | 1,159 | $394,881.9 | $384,741.63 | -$10,140.27 | -2.57% |
Daniel Dorval DORVAL Corp | 623 | $216,120.99 | $206,811.07 | -$9,309.92 | -4.31% |