| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 42,557 | $7.99M | $11.55M | $3.56M | 44.52% |
Jae Cho Marex Group plc | 4,000 | $1.2M | $1.09M | -$108,740 | -9.05% |
Chris Kleine Park Capital Management, LLC / WI | 1,294 | $285,922.28 | $351,942.12 | $66,019.84 | 23.09% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 46 | $13,821 | $12,585.37 | -$1,235.63 | -8.94% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 39,490 | $9.56M | $10.85M | $1.29M | 13.53% |
JOHN TERRILL Peoples Bank/KS | 1,569 | $346,556.36 | $429,780.48 | $83,224.12 | 24.01% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 54,807 | $12.96M | $14.87M | $1.91M | 14.72% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,300 | $733,121.08 | $895,092 | $161,970.92 | 22.09% |
| KS Kristi Shields ROGCO, LP | 83 | $24,937 | $22,698.84 | -$2,238.16 | -8.98% |
William Ertel Tassel Capital Management, Inc. | 1,080 | $227,269.15 | $295,515 | $68,245.85 | 30.03% |
Kevin Bresler TD Waterhouse Canada Inc. | 17,735 | $3.79M | $4.88M | $1.09M | 28.61% |
| AK Alisha Kamadia United Community Bank | 1,051 | $216,927.41 | $284,221.93 | $67,294.52 | 31.02% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 33,530 | $7.33M | $9.2M | $1.88M | 25.65% |
Mark Romin Lakeshore Financial Planning, Inc. | 9,542 | $1.87M | $2.61M | $746,536.1 | 40.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 190,102 | $48.43M | $52.29M | $3.86M | 7.97% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,392 | $680,808.61 | $932,969.6 | $252,160.99 | 37.04% |
RENEE PILKENTON Exchange Bank | 1,576 | $295,879.18 | $434,550.48 | $138,671.3 | 46.87% |
Teresa Douberly Burford Brothers, Inc. | 1,022 | $210,506.31 | $280,334.59 | $69,828.28 | 33.17% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,590 | $332,098.91 | $436,455 | $104,356.09 | 31.42% |
Charles Corkery PUREfi Wealth, LLC | 4,378 | $923,500.25 | $1.2M | $274,670.79 | 29.74% |