| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 19,022 | $2M | $2.92M | $919,348.8 | 45.89% |
JOHN TERRILL Peoples Bank/KS | 5,790 | $587,603.85 | $891,081 | $303,477.15 | 51.65% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,663 | $346,380.83 | $414,203.02 | $67,822.19 | 19.58% |
Syon Capital LLC SYON CAPITAL LLC | 7,220 | $988,469.33 | $1.13M | $142,832.47 | 14.45% |
Kevin Bresler TD Waterhouse Canada Inc. | 86,457 | $11.95M | $13.51M | $1.56M | 13.06% |
| AK Alisha Kamadia United Community Bank | 200 | $19,719.41 | $31,036 | $11,316.59 | 57.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,676 | $2.67M | $3.18M | $502,656.2 | 18.8% |
James Rankin Modern Wealth Management, LLC | 9,144 | $1.06M | $1.41M | $345,821.38 | 32.63% |
Benj Foor Frazier Financial Advisors, LLC | 200 | $22,824.55 | $30,722 | $7,897.45 | 34.6% |
Lydia Gallas Harbour Trust & Investment Management Co | 7,649 | $772,320.17 | $1.18M | $409,756.29 | 53.06% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 4,660 | $472,036.72 | $716,055.6 | $244,018.88 | 51.69% |
Amir Har-El Savvy Advisors, Inc. | 13,331 | $1.54M | $2.05M | $510,863.05 | 33.21% |
Ann Keitner Quantum Portfolio Management LLC | 3,206 | $491,022.85 | $492,473.66 | $1,450.81 | 0.3% |
Joseph Morrison Sentry LLC | 3,010 | $262,050.6 | $462,336 | $200,285.4 | 76.43% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 100 | $15,671.67 | $15,562.5 | -$109.17 | -0.7% |
Owen McCabe Tyche Wealth Partners LLC | 2,255 | $227,720.02 | $350,708.87 | $122,988.85 | 54.01% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,901 | $291,602.01 | $295,653.01 | $4,051 | 1.39% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,208 | $239,886.02 | $346,214.4 | $106,328.38 | 44.32% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,252 | $330,358.12 | $505,507.14 | $175,149.02 | 53.02% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 832 | $84,007.04 | $129,267.84 | $45,260.8 | 53.88% |