| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,833 | $2.81M | $4.91M | $2.09M | 74.43% |
JOHN TERRILL Peoples Bank/KS | 1,440 | $666,669.47 | $1.21M | $544,932.14 | 81.74% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 258 | $149,942.37 | $217,078.62 | $67,136.25 | 44.77% |
Michael Grossman AdviceOne Advisory Services, LLC | 445 | $260,480.02 | $374,418.55 | $113,938.53 | 43.74% |
Syon Capital LLC SYON CAPITAL LLC | 3,073 | $1.57M | $2.59M | $1.01M | 64.57% |
Kevin Bresler TD Waterhouse Canada Inc. | 127,481 | $104.42M | $107.26M | $2.84M | 2.72% |
Brian Glenn Premier Path Wealth Partners, LLC | 754 | $466,802.55 | $634,408.07 | $167,605.52 | 35.91% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 33,820 | $26.28M | $28.46M | $2.18M | 8.3% |
| AK Alisha Kamadia United Community Bank | 464 | $298,737.94 | $390,404.96 | $91,667.02 | 30.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,083 | $2M | $2.59M | $597,342.25 | 29.92% |
Robert Shea NEOS Investment Management LLC | 17,688 | $11.83M | $14.88M | $3.05M | 25.78% |
James Rankin Modern Wealth Management, LLC | 929 | $540,246.93 | $781,651.32 | $241,404.39 | 44.68% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 300 | $148,325.88 | $252,417 | $104,091.12 | 70.18% |
Benj Foor Frazier Financial Advisors, LLC | 124 | $87,502.23 | $104,332.36 | $16,830.13 | 19.23% |
Angela Kelley HTLF Bank | 718 | $336,777.69 | $604,118.02 | $267,340.33 | 79.38% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 325 | $245,579 | $273,451.75 | $27,872.75 | 11.35% |
Amir Har-El Savvy Advisors, Inc. | 1,110 | $792,030.48 | $933,942.91 | $141,912.43 | 17.92% |
Ann Keitner Quantum Portfolio Management LLC | 2,172 | $1.59M | $1.83M | $238,732.03 | 15.03% |
David W. Lewis Lewis Asset Management, LLC | 1,040 | $762,091 | $875,045.61 | $112,954.61 | 14.82% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 472 | $165,429 | $397,136.08 | $231,707.08 | 140.06% |