| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 119,557 | $58.99M | $66.56M | $7.57M | 12.83% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 6,065 | $3.74M | $3.38M | -$363,879.89 | -9.73% |
JOHN TERRILL Peoples Bank/KS | 1,461 | $517,110.67 | $813,353.34 | $296,242.67 | 57.29% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 16,468 | $9.25M | $9.75M | $494,743.95 | 5.35% |
MICHAEL DE LUZ Williams & Novak, LLC | 772 | $513,284.58 | $429,780.14 | -$83,504.44 | -16.27% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 126,778 | $66.15M | $70.58M | $4.43M | 6.69% |
| KS Kristi Shields ROGCO, LP | 1,678 | $773,501.06 | $934,159.41 | $160,658.35 | 20.77% |
Stacey Cheek Wheelhouse Advisory Group LLC | 485 | $294,720.72 | $270,004.36 | -$24,716.36 | -8.39% |
Michael Grossman AdviceOne Advisory Services, LLC | 850 | $515,598.02 | $473,203.52 | -$42,394.5 | -8.22% |
Syon Capital LLC SYON CAPITAL LLC | 88,105 | $53.61M | $51.97M | -$1.65M | -3.07% |
Florian Peters denkapparat Operations GmbH | 660 | $431,491.02 | $392,086.2 | -$39,404.82 | -9.13% |
Kevin Bresler TD Waterhouse Canada Inc. | 466,932 | $228.43M | $259.95M | $31.52M | 13.8% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 170 | $51,035.89 | $94,640.7 | $43,604.81 | 85.44% |
Brian Glenn Premier Path Wealth Partners, LLC | 16,785 | $6.67M | $9.34M | $2.67M | 40.09% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 679 | $480,387.58 | $378,006.1 | -$102,381.48 | -21.31% |
| AK Alisha Kamadia United Community Bank | 3,254 | $1M | $1.94M | $933,685.33 | 93.15% |
JAMES EDWARDS Maestria Partners LLC | 22,000 | $12.88M | $12.93M | $53,460 | 0.42% |
Mark Romin Lakeshore Financial Planning, Inc. | 606 | $240,689.94 | $337,366.27 | $96,676.33 | 40.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 127,924 | $75.29M | $71.22M | -$4.07M | -5.4% |
Mark Petersen Prosperitas Financial LLC | 13,802 | $8.13M | $7.54M | -$593,135.79 | -7.3% |