| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Steele Etesian Wealth Advisors, Inc. | 3,459 | $269,034.11 | $287,788.8 | $18,754.69 | 6.97% |
NICOLE MARTIN Arlington Trust Co LLC | 1,157 | $105,678.31 | $96,366.53 | -$9,311.78 | -8.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 63,033 | $5.07M | $5.24M | $176,975.31 | 3.49% |
JOHN TERRILL Peoples Bank/KS | 8,142 | $670,149 | $677,414.4 | $7,265.4 | 1.08% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 15,269 | $1.28M | $1.27M | -$12,284.68 | -0.96% |
| KS Kristi Shields ROGCO, LP | 7,054 | $563,516.27 | $586,892.8 | $23,376.53 | 4.15% |
Syon Capital LLC SYON CAPITAL LLC | 9,410 | $888,846.93 | $782,912 | -$105,934.93 | -11.92% |
Kevin Bresler TD Waterhouse Canada Inc. | 364,695 | $31.64M | $30.34M | -$1.3M | -4.1% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 6,440 | $580,441.7 | $535,808 | -$44,633.7 | -7.69% |
Brian Glenn Premier Path Wealth Partners, LLC | 16,055 | $1.35M | $1.34M | -$9,234.65 | -0.69% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,827 | $232,888 | $235,206.4 | $2,318.4 | 1% |
| AK Alisha Kamadia United Community Bank | 7,823 | $702,974.83 | $650,873.6 | -$52,101.23 | -7.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 84,927 | $7.68M | $7.07M | -$605,724.92 | -7.89% |
Robert Shea NEOS Investment Management LLC | 191,662 | $17.03M | $15.95M | -$1.09M | -6.39% |
RENEE PILKENTON Exchange Bank | 2,796 | $246,431.21 | $232,627.2 | -$13,804.01 | -5.6% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 130,036 | $10.79M | $10.82M | $25,642.81 | 0.24% |
Mark Weber DecisionMap Wealth Management, LLC | 5,409 | $435,130.84 | $442,456.2 | $7,325.36 | 1.68% |
James Rankin Modern Wealth Management, LLC | 18,514 | $1.64M | $1.54M | -$98,802.94 | -6.03% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,169 | $359,241.64 | $346,860.8 | -$12,380.84 | -3.45% |
David Vollmer PFS Partners, LLC | 156 | $14,043.25 | $12,976.08 | -$1,067.17 | -7.6% |