| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 54 | $1,422 | $1,692.98 | $270.98 | 19.06% |
JOHN TERRILL Peoples Bank/KS | 6,750 | $220,928 | $205,740.67 | -$15,187.33 | -6.87% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 27,920 | $714,656.1 | $875,152.4 | $160,496.3 | 22.46% |
Syon Capital LLC SYON CAPITAL LLC | 18,155 | $485,246.44 | $569,068.47 | $83,822.03 | 17.27% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,324 | $78,786.53 | $72,927.12 | -$5,859.41 | -7.44% |
| AK Alisha Kamadia United Community Bank | 875 | $29,148.63 | $27,426.87 | -$1,721.76 | -5.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,527 | $238,403.66 | $267,278.81 | $28,875.15 | 12.11% |
Robert Shea NEOS Investment Management LLC | 915,079 | $26.5M | $28.68M | $2.19M | 8.25% |
Amir Har-El Savvy Advisors, Inc. | 11,585 | $324,494.35 | $363,310.23 | $38,815.88 | 11.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 878 | $28,982.24 | $27,534.43 | -$1,447.81 | -5% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 553 | $14,560 | $17,342.3 | $2,782.3 | 19.11% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,881 | $233,832 | $278,511.71 | $44,679.71 | 19.11% |
Curtis Burkholder Bare Financial Services, Inc | 340 | $9,830.5 | $10,670.9 | $840.4 | 8.55% |
Keisuke Ichihara Rakuten Securities, Inc. | 16 | $547.48 | $502.16 | -$45.32 | -8.28% |
Joshua Stipcich Tidemark, LLC | 9 | $237 | $282.46 | $45.46 | 19.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,556 | $200,386.43 | $205,956.74 | $5,570.31 | 2.78% |
Matthew Stead Sachetta, LLC | 344 | $9,637.93 | $10,416.32 | $778.39 | 8.08% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 157 | $4,135 | $4,937.65 | $802.65 | 19.41% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,134 | $200,761 | $192,699.61 | -$8,061.39 | -4.02% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 23,840 | $857,876.84 | $749,768 | -$108,108.84 | -12.6% |