| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,309 | $1.89M | $2.74M | $846,651.09 | 44.76% |
JOHN TERRILL Peoples Bank/KS | 5,790 | $587,603.85 | $895,191.9 | $307,588.05 | 52.35% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 790 | $97,982.66 | $118,152.4 | $20,169.74 | 20.59% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,363 | $303,609.82 | $364,823.57 | $61,213.75 | 20.16% |
Syon Capital LLC SYON CAPITAL LLC | 4,649 | $585,542.35 | $695,304.44 | $109,762.09 | 18.75% |
Kevin Bresler TD Waterhouse Canada Inc. | 74,666 | $10.13M | $11.66M | $1.52M | 15.02% |
| AK Alisha Kamadia United Community Bank | 230 | $22,677.32 | $35,489 | $12,811.68 | 56.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,833 | $1.76M | $2.32M | $557,696.97 | 31.73% |
Charles Corkery PUREfi Wealth, LLC | 2,715 | $414,716 | $423,838.65 | $9,122.65 | 2.2% |
James Rankin Modern Wealth Management, LLC | 9,378 | $1.09M | $1.4M | $316,692.06 | 29.16% |
Benj Foor Frazier Financial Advisors, LLC | 207 | $23,569.78 | $31,894.56 | $8,324.78 | 35.32% |
Lydia Gallas Harbour Trust & Investment Management Co | 7,649 | $772,320.17 | $1.19M | $421,765.22 | 54.61% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 4,636 | $468,614.85 | $716,771.96 | $248,157.11 | 52.96% |
Amir Har-El Savvy Advisors, Inc. | 11,436 | $1.24M | $1.71M | $468,971.97 | 37.78% |
Ann Keitner Quantum Portfolio Management LLC | 2,877 | $439,462 | $443,403.24 | $3,941.24 | 0.9% |
Joseph Morrison Sentry LLC | 3,010 | $262,050.6 | $450,175.6 | $188,125 | 71.79% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 120 | $18,806 | $18,507.6 | -$298.4 | -1.59% |
Owen McCabe Tyche Wealth Partners LLC | 2,255 | $227,720.02 | $348,645.55 | $120,925.53 | 53.1% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,583 | $241,765 | $236,753.48 | -$5,011.52 | -2.07% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,970 | $202,586.64 | $294,633.2 | $92,046.56 | 45.44% |