| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 83,152 | $5.11M | $5.28M | $178,655.5 | 3.5% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 2,900 | $184,513 | $185,716 | $1,203 | 0.65% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 4,484 | $311,189.59 | $287,155.36 | -$24,034.23 | -7.72% |
Kristy DeJarnette Financial Security Advisor, Inc. | 4,648 | $324,076.15 | $297,657.92 | -$26,418.23 | -8.15% |
NICOLE MARTIN Arlington Trust Co LLC | 137 | $7,897 | $8,759.09 | $862.09 | 10.92% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 44,309 | $2.69M | $2.8M | $104,219.11 | 3.87% |
JOHN TERRILL Peoples Bank/KS | 12,259 | $883,078.58 | $777,281.89 | -$105,796.69 | -11.98% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 29,784 | $2.12M | $1.91M | -$209,363.23 | -9.9% |
Syon Capital LLC SYON CAPITAL LLC | 10,805 | $692,733.84 | $688,710.7 | -$4,023.14 | -0.58% |
Kevin Bresler TD Waterhouse Canada Inc. | 350,553 | $22.2M | $22.4M | $202,184.46 | 0.91% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 269 | $18,669 | $17,176.99 | -$1,492.01 | -7.99% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,589 | $381,901.98 | $357,192.99 | -$24,708.99 | -6.47% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,589 | $327,689.15 | $289,244.67 | -$38,444.48 | -11.73% |
| AK Alisha Kamadia United Community Bank | 6,870 | $461,271.02 | $439,267.8 | -$22,003.22 | -4.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 77,724 | $5.07M | $4.97M | -$101,667.46 | -2.01% |
Robert Shea NEOS Investment Management LLC | 974,207 | $60.12M | $62.21M | $2.09M | 3.47% |
RENEE PILKENTON Exchange Bank | 10,328 | $743,572.93 | $660,888.72 | -$82,684.21 | -11.12% |
Teresa Douberly Burford Brothers, Inc. | 3,874 | $278,372.99 | $248,594.58 | -$29,778.41 | -10.7% |
Charles Corkery PUREfi Wealth, LLC | 8,703 | $557,918.61 | $559,646.41 | $1,727.8 | 0.31% |
James Rankin Modern Wealth Management, LLC | 7,146 | $409,260.28 | $453,985.38 | $44,725.1 | 10.93% |