| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 1,239 | $483,433.02 | $276,631.53 | -$206,801.49 | -42.78% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,431 | $5.05M | $3.01M | -$2.04M | -40.44% |
JOHN TERRILL Peoples Bank/KS | 3,922 | $1.21M | $870,899.67 | -$336,399.84 | -27.86% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,060.5 | $425,658.69 | $237,636.84 | -$188,021.85 | -44.17% |
| KS Kristi Shields ROGCO, LP | 2,485 | $904,199.12 | $554,825.95 | -$349,373.17 | -38.64% |
Daniel Dorval DORVAL Corp | 1,348.5 | $591,967.23 | $301,079.59 | -$290,887.64 | -49.14% |
Syon Capital LLC SYON CAPITAL LLC | 4,700 | $1.79M | $1.05M | -$733,642.98 | -41.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 109,780.5 | $45.52M | $24.65M | -$20.86M | -45.84% |
| MC Megan Claucherty Kodai Capital Management LP | 1,955.95 | $780,722.75 | $436,705.74 | -$344,017.01 | -44.06% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 95.5 | $33,257.3 | $21,322.28 | -$11,935.02 | -35.89% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,996.5 | $1.2M | $671,455.72 | -$529,994.44 | -44.11% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,617.5 | $640,427.61 | $364,988.87 | -$275,438.74 | -43.01% |
| AK Alisha Kamadia United Community Bank | 671 | $263,934.83 | $150,357.68 | -$113,577.15 | -43.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,644 | $11.5M | $6.42M | -$5.08M | -44.18% |
Robert Shea NEOS Investment Management LLC | 219,279.5 | $89.24M | $49.14M | -$40.11M | -44.94% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 30,494.5 | $11.21M | $6.83M | -$4.38M | -39.09% |
Charles Corkery PUREfi Wealth, LLC | 889 | $379,310.2 | $198,487.03 | -$180,823.17 | -47.67% |
Mark Weber DecisionMap Wealth Management, LLC | 1,394 | $553,133.62 | $311,238.38 | -$241,895.24 | -43.73% |
James Rankin Modern Wealth Management, LLC | 63,134 | $26.62M | $14.15M | -$12.47M | -46.85% |
Menachem Striks Morton Capital Management LLC/CA | 2,954.5 | $1.16M | $659,651.21 | -$500,851.71 | -43.16% |