| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Barr Red Mountain Financial, LLC | 2,086 | $986,587.08 | $1.11M | $122,121.92 | 12.38% |
NICOLE MARTIN Arlington Trust Co LLC | 13 | $7,857 | $7,152.08 | -$704.92 | -8.97% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,391 | $2.48M | $2.87M | $392,234.47 | 15.83% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 1,559 | $875,001.07 | $830,385.78 | -$44,615.29 | -5.1% |
JOHN TERRILL Peoples Bank/KS | 700 | $317,157.61 | $372,529.5 | $55,371.89 | 17.46% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,080 | $555,064.16 | $588,394.8 | $33,330.64 | 6% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,980 | $907,740.66 | $1.08M | $172,685.9 | 19.02% |
| KS Kristi Shields ROGCO, LP | 1,998 | $832,871.09 | $1.09M | $255,509.44 | 30.68% |
Syon Capital LLC SYON CAPITAL LLC | 3,401 | $1.54M | $1.81M | $272,196.75 | 17.72% |
Florian Peters denkapparat Operations GmbH | 2,050 | $991,523.08 | $1.12M | $127,120.92 | 12.82% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,743 | $9.05M | $8.69M | -$359,312.43 | -3.97% |
| MC Megan Claucherty Kodai Capital Management LP | 27,367 | $12.23M | $14.9M | $2.68M | 21.91% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,048 | $523,191.11 | $572,428.08 | $49,236.97 | 9.41% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,580 | $2.64M | $3.08M | $440,296.95 | 16.68% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 817 | $370,297.12 | $435,166.89 | $64,869.77 | 17.52% |
| AK Alisha Kamadia United Community Bank | 1,571 | $763,112.79 | $858,606.48 | $95,493.69 | 12.51% |
Greg Werlinich Werlinich Asset Management, LLC | 15,240 | $5.65M | $8.1M | $2.45M | 43.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 29,733 | $14.33M | $16.42M | $2.08M | 14.55% |
Mark Petersen Prosperitas Financial LLC | 9,546 | $5.17M | $5.08M | -$88,013.59 | -1.7% |
Robert Shea NEOS Investment Management LLC | 32,874 | $15.86M | $17.99M | $2.12M | 13.39% |