| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristy DeJarnette Financial Security Advisor, Inc. | 2,770 | $480,118.52 | $950,303.9 | $470,185.38 | 97.93% |
NICOLE MARTIN Arlington Trust Co LLC | 3,846 | $837,655.84 | $1.3M | $465,542.03 | 55.58% |
Chris Kleine Park Capital Management, LLC / WI | 4,209 | $1.01M | $1.43M | $424,868.43 | 42.07% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 4,602 | $1.16M | $1.54M | $374,501.01 | 32.23% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 164,847 | $33.06M | $55.3M | $22.24M | 67.25% |
Matthew J. Syverson Sound Stewardship, LLC | 946 | $309,638.69 | $323,456.32 | $13,817.63 | 4.46% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 11,604 | $2.16M | $3.89M | $1.73M | 79.96% |
JOHN TERRILL Peoples Bank/KS | 5,612 | $957,078.3 | $1.87M | $917,778.66 | 95.89% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 19,980 | $4.56M | $6.78M | $2.22M | 48.77% |
MICHAEL DE LUZ Williams & Novak, LLC | 1,486 | $336,385.97 | $507,565.59 | $171,179.62 | 50.89% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 349,572 | $66.27M | $118.4M | $52.13M | 78.66% |
| KS Kristi Shields ROGCO, LP | 6,268 | $1.06M | $2.15M | $1.09M | 102.99% |
Michael Grossman AdviceOne Advisory Services, LLC | 1,278 | $332,730.02 | $426,852 | $94,121.98 | 28.29% |
Daniel Dorval DORVAL Corp | 757 | $247,845 | $252,504.92 | $4,659.92 | 1.88% |
Syon Capital LLC SYON CAPITAL LLC | 50,236 | $10.51M | $16.8M | $6.28M | 59.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 1.9M | $436.29M | $644.18M | $207.89M | 47.65% |
| MC Megan Claucherty Kodai Capital Management LP | 91,534 | $21.94M | $31.26M | $9.32M | 42.49% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 7,806 | $1.18M | $2.67M | $1.49M | 125.74% |
Melissa S. Kampmann Kampmann Melissa S. | 18,640 | $4.57M | $6.33M | $1.76M | 38.47% |
Brian Glenn Premier Path Wealth Partners, LLC | 29,243 | $5.67M | $9.93M | $4.27M | 75.34% |